"You've got a lot on your plate, let us help."

Noah Schiltknecht,
Director, NZ Institutional

Implemented Consulting

In a world of increasingly complex and challenging markets, managing a portfolio takes time.

You've got a lot on your plate, let us help

As a board member or senior executive, you’ve got a lot of decisions to make, but often limited time and resources. While it is your job to make sure everything gets done, it doesn’t mean doing it all yourself. We can help.

With our Implemented Consulting service you can delegate the day-to-day management of investment portfolios to us. We take care of evaluating investment opportunities and managers, rebalancing and reporting. This will allow you to:

FREE UP TIME Delegation of secondary decisions, such as manager selection, rebalancing or security trading frees up your time so you can focus on decisions where your input is required the most.

FOCUS ON KEY DECISIONS: What are my investment objectives? How much risk can I take, and importantly, how much risk do I want to take? How should I allocate between asset classes? Answering these questions will be the main driver of your investment outcome. So this is where you want to spend most of your time and energy.

Our Implemented Consulting service offers you:

Accountability: Everyday decisions are implemented by our specialists with accuracy, expertise and speed. Our team of worldwide investment experts continuously monitor your portfolio positions, opportunities and risks. Our award-winning operational due diligence on all managers will ensure that the risk of unpleasant surprises is minimised. There is no blurring of responsibilities: we are accountable for implementing your investment strategy.

Transparency: Our specialist team will work to attain best execution when trading equities, bonds, derivatives or foreign exchange. We have a global trading desk and use an independent agency approach to provide you with transparency. We are transparent about the cost of any trades or charges.

Control: You can still make the key decisions on the strategy and governance of your investments, leaving us to concentrate on the day-to-day management of your portfolio. You retain control.

An implemented consulting relationship with Russell Investments is not an off-the-shelf offering. It is focused on providing you with the investment programme that you deserve:

  • Grow your own team of investment experts: We effectively become an extension of your staff. You can benefit from our global manager research, implementation experience and innovative investment strategies. Our consultants will ensure that there is ongoing education for your board and staff.

  • Tailored to your needs: You choose how you want to work with us depending on the needs and structure of your organisation.
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