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customised portfolio solutions
solutions and services
Managing portfolios in transition can maximise performance by reducing unnecessary cost and risk.
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.
Our comprehensive transition management strategy and dedicated resources have the expertise to help you:
- Minimise unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
Our suite of transition management services
We have the experience and the expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring. With a dedicated portfolio manager, you get accountability and daily interaction as well as robust reporting including customised daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.
As an interim portfolio manager, we can assume responsibility for the portfolio’s exposure and performance upon manager termination. Trading strategies and risk management techniques exercised throughout the assignment can significantly reduce the toll the transition might have on portfolio value. Just as importantly, we assume the workload from the asset owner, preventing vital resources in the organisation from becoming overly burdened by non-core administrative tasks. As a result, the asset owner often receives active management with reduced risk without paying the active management fees.
Why Russell Investments for transition management?
Three important and key reasons
Better performance outcomes through creative strategies and quality execution
We approach each event as a short-term asset management assignment, providing consultative insight to find optimal solutions for the unique attributes of each transition.
We source and access liquidity in an unbiased fashion through our multi-venue trading platform which provides breadth and depth of market access. Our strong performance track record across all asset classes demonstrates the value of our approach and process.
Alignment of interests and fiduciary oversight
We work as an agent - never as a principal - which minimises conflicts of interest.
As an asset manager, we maintain fiduciary oversight and provide a duty of care to investors as well as full transparency on all costs and changes.
An experienced, well-resourced global transition management team
Assets transitioned in 2021
Transition management specialists around the globe
Experience transitioning assets for clients
All specialising by asset class and instrument
Transition manager average years of experience
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Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.
Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.
An essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Remove unwanted exposures, capture specific ESG outcomes or manage ESG risks using our tailored solutions or proprietary investment strategies.
1 Source: Russell Investments, As of December 31, 2020
2 As of September 30, 2021
3 Past performance is not a guarantee of future results. Russell Investments Transition Management
Performance Composites - 5-year composites ending December 2020.