Transition management

Maximising the investment performance of assets in transition is at the heart of everything we do.

Making a transition in your portfolio can seem challenging—we can help you:

  • Manage return outcomes
  • Maintain investment exposure
  • Minimise fiduciary risk and administrative workload
  • Have a transparent view of your transition

Why consider Russell Investments for transition management?

For over 30 years, we have helped clients manage their risks and investment performance when restructuring their portfolios or asset classes. Our in-house capabilities include specialist global equity, fixed income, currency management and futures teams.

  • Experience: In 2018 we managed 235 events and transitioned £85.5bn across multiple asset classes.
  • Specialist global team: We employ more than 70 implementation professionals, including 23 transition management specialists (seven of whom are based in London), who average 10 years of transition management experience.
  • Alignment of interests: We are a pure agent, and therefore full transparency on fees is guaranteed.
  • Strong track record: Over 74% of actual results are within 1 standard deviation of estimates. (as at 31 December 2018).
  • Robust systems and reporting: Our proprietary systems enable real-time monitoring and full control of your transition.

Getting the right deal for you

Russell Investments has consistently been recognised globally for excellence in transition management.

2018 Transition Management Firm of the Year (European Pensions)

"The judges unanimously felt that this firm truly understands what is really important to pension funds when it comes to the complex process of transition management, with transparency a key part of everything it does. With a focus on excellence and quality, this was a clear winner in this category and is a firm that sets the bar high for the rest of the industry" - Pensions Age and European Pensions

See our current list of awards and recognition

How can we help?

If you are interested in exploring how our full range of investment implementation solutions can help you, contact us today.

 


Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

Any past performance figures are not necessarily a guide to future performance.

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