Maximise the performance of assets in transition by reducing unnecessary cost and risk.
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.
Our comprehensive transition management strategy and dedicated resources have the expertise to help you:
- Minimise unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
Our suite of transition management services
We have the experience and the expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring. With a dedicated portfolio manager, you get accountability and daily interaction as well as robust reporting including customised daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.
Interim portfolio management
As an interim portfolio manager, we can assume responsibility for the portfolio’s exposure and performance upon manager termination. Trading strategies and risk management techniques exercised throughout the assignment can significantly reduce the toll the transition might have on portfolio value. Just as importantly, we assume the workload from the asset owner, preventing vital resources in the organisation from becoming overly burdened by non-core administrative tasks. As a result, the asset owner often receives active management with reduced risk without paying the active management fees.
Why Russell Investments for transition management?
Three key and important reasons
Better performance outcomes through creative strategies and quality execution
We approach each event as a short-term asset management assignment, providing consultative insight to find optimal solutions for the unique attributes of each transition.
We source and access liquidity in an unbiased fashion through our multi-venue trading platform which provides breadth and depth of market access. Our strong performance track record across all asset classes demonstrates the value of our approach and process.
Global transition management experience1
In 2021, we managed 190 events and transitioned £95 billion.
Our global team includes 90+ implementation professionals including 20 who specialise in transition management.
Alignment of interests and fiduciary oversight
We work as an agent - never as a principal - which minimises conflicts of interest.
As an asset manager, we maintain fiduciary oversight and provide a duty of care to investors as well as full transparency on all costs and changes.
1Source: Russell Investments, as at 31 December 2022.
An experienced, well-resourced global transition management team
Assets in transition
Transition management specialists around the globe
Experience transitioning assets for clients
All specialising by asset class and instrument
Transition manager average years of experience
Data as at 31 December 2022.
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.
MANAGING PORTFOLIO CHANGE
Understanding the benefits of a Transition Manager and key criteria of a successful transition
CLIENT CASE STUDIES
EXPLORE RELATED INSIGHTS
Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.
Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.
Transition management explained
The benefits of hiring a transition manager, the costs and risks involved in transitioning assets and how to mitigate them.
Transition Management Guide 2023
We took part in the annual Global Investor Group roundtable of global transition managers (page 26) to discuss the key trends and challenges from across the industry and how we are helping clients to address them.
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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.
Customised Portfolio Solutions
Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.
Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.
An essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.
Improve control of exposures and risk-adjusted returns and reduce the cost of production while keeping your investments precisely aligned to your beliefs without sacrificing the power of a multi-manager approach.
Enhanced Portfolio Implementation is a platform designed for asset managers which combines all advisory models and investment insights into one centrally managed segregated account.
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