Managing exposures knowledge exchange
Your portfolio is exposed to risk. What do you do? Where do you turn for strategies to mitigate risk and position for growth?
Manage exposures & mitigate risk
With market volatility, increased interest rates, and inflation, your portfolios are exposed to more risks than ever before.
We work with clients to tackle these issues daily, helping organisations achieve their investment objectives and providing tools to buffer portfolios from market challenges. Here, our specialists share their insights on current challenges and ideas on the approaches that could support portfolios for whatever lies ahead.
Transition management
Webinar recording: Institutional Trading Calendar
A discussion on how certain days in the year have greater potential for elevated risk or reduced market liquidity.
Interim management
Interim management: What's the cost in waiting?
When making fundamental changes to an investment portfolio, it's not only the cost of the change that needs to be factored, but also the cost in waiting for those changes to be implemented.
Currency management
Confessions of a currency manager
Our global head of fixed income and foreign exchange reveals lessons learned from years of working in currency markets.
Overlay services
Portable alpha: Divorcing and remarrying alpha and beta
Our director of customised portfolio solutions outlines key considerations for investors when implementing a portable alpha strategy.
- Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
- Q2 2024 update: Real-time risk exposure report
- Confessions of an overlay manager
- Portfolio rebalancing, Part 2: The private markets puzzle
- Portfolio rebalancing, Part 1: The ideal rebalancing range
- After the Fed hike cycle, is a cash allocation a more viable "option"?
- De-risking implementation: What DB plans should know
- Is an exposure to commodities what you need for portfolio diversification?
Completion portfolios
Equity Factor Report - Q4 2024: Growth and momentum take back leadership
During the fourth quarter, Growth and Momentum strategies reclaimed their place as the top performers among Russell Investments’ global factor portfolios (RFPs), while Value and Low Volatility strategies underperformed.
- Equity Factor Report - Q3 2024: Value and low volatility strategies rally
- Equity Factor Report - Q1 2024: Momentum strategies shine
- Equity Factor Report - Q4 2023: Growth strategies rally on the prospect of lower interest rates
- Equity Factor Report - Q3 2023: Value strategies rally as bullish sentiment dampens
- Completion portfolios: Precisely aligning your portfolio with your strategic beliefs
Trading & execution
Quarterly Trading Report
Access all of our key observations from the three largest asset classes we trade each quarter.
- The big shifts: Street-level insights from the trading desk
- T+1 settlement: Is your FX trading impacted with the equity settlement shift to T+1?
- How do clients rate their outsourced trading providers?
- Are investors paying too much for FX trading? Streamlining trading practices for price enhancement.
- The right stuff – How to find the right (outsourced) trading partner
- How has COVID-19 affected trading capabilities?
CUSTOMISED PORTFOLIO SOLUTIONS
Gain greater portfolio control, limit costs, reduce risk, and enhance returns
Investment teams face significant pressure – a squeeze on fee budgets, scrutiny of governance approaches, and challenging market conditions – all driving increased demand for agile processes and a need to reach further globally to access new sources of return.
Combine your internal resources with our global implementation services capabilities. Designed to support in-house investment teams, we have a suite of services that can be customised in combination or delivered as discreet solutions to help you tackle your investment challenges.
Take a look into our capabilities and see how we can help you.
PARTNER
WITH US
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Carolyn Tsalos
Director, Customised Portfolio Solutions, EMEA
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