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Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and risk.
The challenge
Organisations invest tremendous effort 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 Russell Investments for transition management?
Using quantitative asset management disciplines, we focus on market exposure, portfolio structure and trading efficiency to the short, yet critical, period of portfolio restructuring.
Our unique approach encourages transparency, aligns interests and maximises risk-adjusted performance over short or long periods of change.
The experience and expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring.
Entrusted to manage transitions for over AUD$87.5 billion in global equity and fixed income portfolios in 2018,
Delivering unparalleled transition management benefits
Our multi-venue trading provides access to both buy and sell side liquidity as well as the ability to seek the best real-time, global execution. We excel at global restructures across asset classes and can bring that experience to bear for even simple events.
Short-term transition projects require significant resources. As the project and risk manager, we operate as an extension of your staff, with decades of experience and ample resources to manage your event to a successful outcome.
As an investment manager, we provide genuine fiduciary oversight that fully aligns with our client's needs. Monitoring and governance of the process ensures full accountability to our clients.
As a pure agent, our approach provides independence – there is no association with a proprietary book. As such, there are no undisclosed sources of revenue - we fully disclose all our fees. Always. We seek the best solution on your behalf with fewer conflicts of interest than other business models.
Watch our brief video featuring our trading capabilities
A client-centric service model
With a dedicated portfolio manager to guide you through this complicated and risky period of change, you get accountability and daily interaction from your key point of contact.
Robust reporting and communication including customised daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.
A unique business model, client-centric approach and seasoned team results in more reliable performance and outcomes for your transition. Let us put together a clear, outcome-oriented plan for your next transition. Contact us today.
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
A recognised leader in transition management
Top ranked overall client satisfaction
Russell Investments was ranked as one of the top-five globally in “Overall Client Satisfaction” in Chief Investment Officer’s “2018 Transition Manager Survey."
Currency Manager of the Year
Russell Investments was named the winner of the “Currency Manager of the Year” at the 2019 European Pensions Awards. Chosen among 12 finalists in this category, Pensions Age and European Pensions cited Russell Investments’ “excellent commitment to improving outcomes for both its clients and the wider industry, with its unrivalled ability to manage currency risk, as well as reducing execution cost.”
Top ranked cost performance vs. estimate
For the sixth year in a row, Russell Investments was ranked as one of the top-five globally in “Cost Performance vs. Estimate” in Chief Investment Officer’s “2018 Transition Manager Survey."
Learn more about our implementation solutions
Asset Consulting
Running an investment portfolio can be complex. Our asset consulting team brings the latest thinking and best ideas from around the world to help shape your investment decisions.
Responsible Investing
We consider true responsible investing as a long-term approach that accounts for a wide range of complex environmental, social and governance (ESG) factors.
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