Portfolio implementation

Every basis point counts

How do I best implement and manage my investments in the most efficient way?

At Russell Investments, we aim to align execution with implementation to deliver an optimal model. We deliver award-winning, conflict free trading and exposure management. By expertly implementing investment strategies and managing risk exposure, we can help you generate more from your investments. We are also focused on retaining returns by minimising transaction and operating costs.

With over 120 transition management and implementation professionals operating out of Sydney, London, Seattle and Tokyo, we cover all of the major capital market time zones. Our access to liquidity across all asset classes has shown to be particularly adept at evolving with the changing market environment.

Key facts:

  • In 2015 we traded more than $1.8 trillion through our implementation services and transitioned $799 billion in assets globally.
  • Russell Implementation Services Inc. has been ranked as a top-tier broker in Pensions & Investments' Tradewatch report based on the quality of its trade execution (P&I's March 2015 issue). Notably, in March 2015 report, Russell Investments placed among the top ten brokers in 11 out of 13 categories.¹
  • For the second year in a row, ranked first in "Overall Service (weighted)" in Chief Investment Officer's "2014 Transition Management Survey".² The 2014 award named Russell Investments the winner in the asset servicing category for its continued commitment to, and success in, Transition Management.³

¹Russell Investments placed among the top ten brokers in all trading U.S. brokers; trade orders with 50,000+, 10,000-50,000, and 10,000 shares or less; trades representing 0-20% and 20-50% of daily volume; and trades in giant cap, large cap, midcap, small cap, and microcap markets. Rankings are based on best-performing brokers as measured by the difference in cost/savings against the universe of Elkins/McSherry, a State Street company. The Elkins/McSherry universe is based on the top 50 brokers in each category by U.S. dollar volume. This is a quarterly ranking based on the previous four-quarters as of December 31, 2014.

²The 2014 results were based on responses from 174 global asset owners, on the portfolio transitions they mandated and the managers they used in 2013. Weighted scores take the transition value into account.

³Russell Investments was selected by the CIO editorial team in conjunction with an advisory board composed of former chief investment officers and pension officials. The CIO Industry Innovation Awards have various categories for which recipients may differ each year and not be repeated. The 2013 award named Russell Investments the winner in the Investment Outsourcing category for asset managers and servicers.

 

Russell Implementation Services Limited is authorised and regulated by the Financial Conduct Authority. Company No. 3049880.

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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