Fixed income transitions | Russell Investments

Fixed income transitions: A specialist approach

During changes to your portfolio structure, hiring a skilled transition manager evidences the plan sponsor’s level of care and due diligence.

By Josh Houchin, CFA By Brandon Rasmussen

Independent transition management adds transparency and accountability to an otherwise opaque market

Hiring a dedicated manager for the transition of equity portfolios is now considered best practice for pension plan sponsors and fiduciaries. A plan fiduciary should always seek to manage an investment transition in a manner that is consistent with the principles of prudence and due diligence.

This paper explores the specialist approach to moving assets, compares equity to fixed income transitions, and transaction cost analysis while answering the following questions:

Why hire a fixed income transition manager?
Are fixed income transitions unique?
Do transition managers add value in fixed income events?
What about other fixed income securities, like treasuries?

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