Overlay services
Control cash, currency, or asset class exposures using systematic risk overlay strategies to reduce daily operational burdens and streamline access to market opportunities.
Partner with usRussell Investments' seasoned specialists provide you with the expertise and resources to design and implement a customized investment framework to improve the visibility and control of the underlying exposures in your portfolio.
Our comprehensive overlay program brings the resources and experience to help your organization:
Reduce the
operational burden
Improve portfolio risk/return profile
Lower
transaction costs
Why choose Russell Investments as your overlay portfolio management partner?
Six important factors
Dedicated specialist team
A dedicated portfolio manager with low client-to-portfolio-manager ratio and access to asset class specialist traders
Flexible approach
Extended capabilities deliver total exposure management with solutions adapted as your portfolio changes and grows
Continuous coverage
24-hour multi-asset trading: Asset class specialists cover a network of developed and emerging markets
FX expertise
Protect your portfolio from currency movements using industry-leading FX platform and specialist FX traders
Customized solutions
Tailored global futures baskets and OTC expertise to better manage risk and seek improved returns
Robust risk management
Detailed compliance protocols with separated compliance review and agency-only approach
Quoted figures above are as of 31 December 2022.
Tech-enabled client solutions
Our global team of overlay specialists is experienced at tackling the more complex and challenging investment problems facing institutional investors using our proprietary technology and systems:
RUSSELL RESEARCH
Insights and research from our key thought leaders
Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Managing assets in transition to minimise unnecessary costs and mitigate unrewarded risk.
Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.
Improve control of exposures and risk-adjusted returns and reduce the cost of production while keeping your investments precisely aligned to your beliefs without sacrificing the power of a multi-manager approach.
Enhanced Portfolio Implementation is a platform designed for asset managers which combines all advisory models and investment insights into one centrally managed segregated account.
Partner with us
We'd love to talk.
Please reach out to me directly through this form.
Maarten Roeleveld
DIRECTOR, CPS SALES
EMEA
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