Philip Saucier, CFA

Philip Saucier

Portfolio Manager, Overlay Services

B.A., Finance, Pacific Lutheran University
CFA Charterholder, CFA Institute
Licensed Registered Representative, NFA Series 3

Phil Saucier is a portfolio manager on the Overlay Services team for Russell Investments. His primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client-directed hedges. Some of his key areas of focus include the use of OTC derivatives in portfolios, and the implementation of downside protection strategies.

Phil joined Russell Investments full-time in 2009 after graduating with his Bachelors in Finance from Pacific Lutheran University. Prior to becoming a portfolio manager Phil was a portfolio analyst in Russell Investments’ Overlay Services group. In this role, his primary responsibilities were supporting the portfolio management team in the daily trading and operational processes.

Phil is a portfolio manager for Russell Investments Implementation Services, LLC Russell Investments’ global trading firm. Russell Investments Implementation Services, LLC is an SEC registered investment adviser and FINRA member firm.

Understanding OTC instruments

November 2020
Adding OTC trading capabilities can expand the toolbox that a client has available to use when facing complex financial circumstances. Learn more.