customised portfolio solutions
Transition management
Managing portfolios in transition can maximize performance by reducing unnecessary cost and risk.
The challenge
Organisations invest tremendous efforts 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.
Russell Investments offers a comprehensive transition strategy and resources with the experience and expertise to help:
- Minimise unnecessary costs
- Mitigate unrewarded risk
- Reduce administrative workload
- Eliminate performance holidays and maintain accountability
Why choose Russell Investments as your transition manager?
Quality of execution - access to both buy and sell-side liquidity
- We source and access liquidity in an unbiased fashion through our multi-venue trading platform
- We offer superior execution delivered with external transaction cost analysis across all asset classes
Transition management experience1
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In 2021, we managed 190 events and transitioned £95 billion – across multiple asset classes
- 80+ implementation professionals, including 20 in the global transition management team who average 14 years of transition management experience
- A proven transition track record of over 74% of actual results are within one standard deviation of estimates
Alignment of interest - Pure agent and fiduciary oversight
- We work as a pure agent - never as a principal - which minimises conflicts of interest
- Full transparency on costs and charges are provided
Client case studies
Explore related insights
Transition management
Maximise the performance of assets in transition by reducing unnecessary cost and unrewarded risk.
Interim asset management
Compared to traditional approaches, interim asset management promises both ease-of-use and significant cost savings.
An experienced, well-resourced global transition management team
£95 billion
Assets in transition 2021
20
Global team
members
35+
Years of experience transitioning assets for clients
24
Traders specialising by asset class and instrument
14+ years
Portfolio managers average years of experience
Watch our brief video featuring our trading capabilities.
Industry leading
When you invest, it's good to know you're among the best. Russell Investments has been globally recognised for excellence in the investment industry.
We have a proven track record in investment implementation, with scale, client satisfaction, and innovative solutions, and more than 35 years of experience.
In 37 out of 42 most recent quarters, Russell Investments Implementation Services, LLC has been ranked as a top-tier broker in Pensions & Investments’ Tradewatch report based on the quality of its trade execution (most recently in P&I’s March 2022 issue).
Russell Investments was named the winner of the “Transition Management Firm of the Year” at the 2018 European Pensions Awards. Chosen among five finalists in this category, Pensions Age and European Pensions cited Russell Investments’ understanding of clients’ needs and the firm’s demonstrated performance and innovation.
Learn more about our customised portfolio solutions
Trading and execution
Delivering client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.
Overlay services
This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.
Currency management
Our programme can result in a cost effective solution for a core component of your trading and risk management initiatives.
Ready to take the next step? We're here to help.
For questions, contact Jim:
Jim
Leggate
HEAD OF UK
INSTITUTIONAL
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Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.
The scenarios presented are an estimate of future performance based on evidence from the past on how the value of this investment varies and/or current market conditions and are not an exact indicator. Results will vary depending on how the market performs.
Past performance does not predict future returns, any forecast, projection or target is indicative only and not guaranteed in any way.
1 Source: Russell Investments, as at 31 December 2021. Transition Management Performance Composites, 5-year composite ending 2021 covering 790 transitions. Past performance does not predict future returns, any forecast, projection, or target is indicative only and not guaranteed in any way. For illustrative purposes only.