Enhanced Portfolio
Implementation (EPI)
Centralised management of multi-manager portfolios.
Partner with usWhat is Enhanced Portfolio Implementation (EPI)?
Enhanced Portfolio Implementation (EPI) is a platform designed to address inefficiencies, reduce costs and give greater control for investors who use multiple managers or strategies.
Accomplished by first transforming Investment managers portfolios into advisory models, EPI combines all models and investment insights into one centrally managed segregated account.
Providing solutions to your daily challenges
Traditional multi-manager portfolios appoint investment managers that provide both the idea generation and implementation of their portfolio allocation.
However, when managers implement their portion of the portfolio independently from one another this can create additional complexity, cost and operational challenges for the asset owner.
Why Russell Investments for enhanced portfolio implementation?
Utilising investment models
A proprietary implementation platform designed to access active equity management through advisory models implemented in a single segregated account, rather than multiple segregated or pooled accounts.
Centralised execution
and customisation
When working within multi-manager/strategy, we believe there should be coordination of both physical and currency trades. EPI also considers the tax implications at the total portfolio level.
Single point of control
Manage cash flows, investment manager changes, guideline monitoring, exclusions, reconciliation, transaction reporting – all in the same account with a single instruction point.
Re-thinking the traditional structure
Anchored by proprietary technology integration and 15 years of experience, EPI helps investors rethink how to construct multi-manager strategies that unlock new opportunities while recouping unnecessary costs.
Source: Russell Investments. For illustrative purposes only.
EPI: Re-defining multi-manager execution
Director, Customised Portfolio Solutions, Logan Hilkin discusses the evolution of Enhanced Portfolio Implementation, and the vital role it plays in helping investors.
Currently, in the multi-manager fund space, portfolio managers are given the responsibility to control the entire investment process, from idea generation to implementation – we believe this is inefficient and can compromise investor returns.
While traditional fund structures are fine, when localised to Single Investment Manager funds, in a multi-manager setup, there are a number of inefficiencies that are often missed.
This can lead to:
- Unnecessary complexity
- Additional cost
- Operational challenges
But, did you know, there can be a better approach to structuring Multi Manager investments?
EPI, or Enhance Portfolio Implementation, is a model-based platform whereby you centralise both trading and implementation, which can lead you to:
- Uncovering and taking back missed cost savings through reducing the amount of trading required
- Easing the operational burden typically associated with Multi-Manager and Fund of Fund structures
- And importantly, enabling new efficiencies to quickly deploy your investment decisions.
What is more, these benefits can be realised without compromising on the philosophies and security selection of investment managers, as the benefits are realised from centrally implementing the underlying investment manager strategies.
And, in a landscape where returns can be increasingly hard to come by, asset managers need to make the most of their investment strategies.
Thank you for listening and if you’d like to learn more, please get in touch.
For Professional Clients only.
Unless otherwise specified, Russell Investments is the source of all data. All information contained in this material is current at the time of issue and, to the best of our knowledge, accurate. Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
In the EU, this marketing video has been issued by Russell Investments Ireland Limited. Company No. 213659. Registered in Ireland with registered office at: 78 Sir John Rogerson's Quay, Dublin 2, Ireland. Authorised and regulated by the Central Bank of Ireland. In the UK, this marketing video has bee issued by Russell Investments Implementation Services Limited. Company No. 3049880. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone 020 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. In the Middle East, this marketing video has been issued by Russell Investments Limited (DIFC Branch) a Dubai International Financial Centre company which is regulated by the Dubai Financial Services Authority at: Office 4, Level 1, Gate Village Building 3, DIFC, P.O. Box 506591, Dubai UAE. Telephone +971 4 578 7097. This material should only be marketed towards Professional Clients as defined by the DFSA.
KvK number 67296386
EPI is a powerful tool to implement additional portfolio opportunities
Environmental, Social, & Governance (ESG)1
The application of ESG criteria within investment portfolios has gained significant traction in recent years due to increased awareness of sustainability and responsible investing. EPI offers a powerful methodology for aligning investment portfolios with specific ESG mandates, including carbon footprint.
Investment manager selection
Using model investments provided by Russell Investments, based on partnerships with selected global managers, helps optimise portfolio management, potentially reduce costs, and simplify the often-complex process of active manager selection and contracting. We aim to offer investors more efficient access to diversified investment strategies while navigating the challenges of managing active investments.
An experienced, well-resourced global outsourced trading team
15+ YRS
EXPERIENCE IN EPI
150+
MANDATES USING EPI
130+
Managers have used our EPI programme globally
£49.7 B
EPI ASSETS MANAGED
Source: Russell Investments, as of 31 December 2023.
Execution services are provided by Russell Investments Implementation Services Inc., member FINRA/SIPC. Any opinion expressed is that of Russell Investments, 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.
1 Applying sustainability and ESG criteria to the investment process may cause the portfolio to forgo some market opportunities available to portfolios that do not use sustainability criteria. The portfolio performance may at times be better or worse than the performance of portfolios that do not use sustainability criteria.
Innovations for portfolio manager portfolios
Navigating a multi-manager portfolio is complex. Independent investment managers bring operational challenges and costs.
We took part in a Portfolio Institutional Roundtable where we discussed the key trends and challenges from across the industry and how we are helping clients address them.
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Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Any opinion expressed is that of Russell Investments, 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.
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Logan Hilkin
Director, Customised Portfolio Solutions, EMEA
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