Setting large pools of assets into motion can be a daunting endeavor.
A well-planned and well-executed transition strategy can help you:
- manage return outcomes
- maintain investment exposure
- minimise fiduciary risk and administrative workload and
- provide a transparent view of your transition
Our transition management experience
We help clients to manage their risks and investment performance when restructuring their portfolios or asset classes. Our in-house capabilities include specialist equity, fixed income, currency management and derivatives teams. All our teams maintain a high level of integrity to ensure you receive:
- outcome-oriented transition plans to focus on total return for your fund.
- unbiased, global multi-venue trading for best execution.
- complete transparency of transition events and full fee disclosure.
- performance measured using T Standard.
Performance measurement using the T Standard
We provide you with a reliable estimate of implementation shortfall before your transition. Our T Standard-compliant estimates include all costs. After your transition is complete, we use the T Standard to measure actual performance.
You're in good company
Russell Investments has consistently been recognised globally for excellence in the investment industry.