Transition management

Maximise the performance of assets in transition by reducing unnecessary cost and risk.

The challenge

Organisations invest tremendous efforts in setting asset allocation policy, designing asset class structure, and researching and selecting investment managers. However, even the most innovative investment ideas can fail to meet expectations if they are implemented poorly.

A well-planned transition strategy and the right resources can help you to:

  • Minimise unnecessary costs
  • Mitigate unrewarded risk
  • Reduce administrative workload
  • Eliminate performance holidays and maintain accountability

Why choose Russell Investments as your transition manager?

Quality of execution - access to both buy and sell-side liquidity

We source and access liquidity in an unbiased fashion through our multi-venue trading platform

We offer superior execution delivered with external transaction cost analysis across all asset classes

Transition management experience1

In 2020 we managed 197 events and transitioned $122 billion - across multiple asset classes.

90+ implementation professionals, including 20 in the global transition management team who average 13 years of experience.

A proven transition track record of over 73% of actual results are within one standard deviation of estimates.

Alignment of interest - Pure agent and fiduciary oversight

We work as a pure agent - never as a principal - which minimises conflicts of interest

Full transparency on costs and charges are provided

Global client case studies

Explore related insights







Transition management

Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.


About our solution







Interim asset management

Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.

How to manage exposures

An experienced, well-resourced global team

NZD$164 billion
Assets in transition 2019

26

Global team 
members

35+

Years of experience transitioning assets for clients

20+

Traders specialising by asset class and instrument

11 years

Portfolio managers average years of experience

Watch our brief video featuring our trading capabilities

Learn more about our customised portfolio solutions

Trading and execution

Delivering client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.

Overlay services

This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.

Currency management

Our programme can result in a cost effective solution for a core component of your trading and risk management initiatives.

For questions, contact:

John Venardos

Managing Director, Head of Implementation Asia Pacific

jvenardos@russellinvestments.com

+61 2 9229 5296