Travis Bagley, CFA

Travis Bagley

Director, Transition Management

B.S., Finance and Economics, Central Washington University
Licensed Registered Representative, FINRA Series 7, 6 & 66 (Russell Investments Implementation Services, LLC., member FINRA)
CFA Charterholder, CFA Institute

Travis Bagley leads the communication and strategic positioning of Russell Investments’ transition management offering in the Americas. Travis focuses on helping asset managers and plan sponsors develop customized solutions for the transition management market. Prior to his current role, Travis served as the director for Russell Investments’ fixed income transition management service and lead the team to become one of the innovators and market leaders in the fixed income transition management market. Travis’s current duties included transition strategy development, planning and implementation, operational process oversight, process development, and implementation transaction cost analysis.

Prior to joining Russell Investments in 2000, Travis worked as an investment technology consultant with Cambridge Technology Partners, performing technology consulting for clients such as Franklin Templeton, Robertson Stephens, Fleet Securities and Deutsche Bank Securities, among others. While at Cambridge, Travis worked as a functional lead in developing a broad array of portfolio management and trading applications.

Prior to Cambridge, he worked as assistant vice president of investments for Bennington Capital Management from 1994 to 1998, where he held an array of roles ranging from investment management, to operations, systems and compliance, to marketing and client service. Chief among his responsibilities were performing management, trading and analysis for multiple fixed-income portfolios within a mutual fund complex; managing the day-to-day operations of Bennington’s Accessor Funds; developing evaluation systems for operations, investments and compliance; developing marketing materials for Bennington’s family of mutual funds; and providing technical support for the firm’s proprietary asset allocation model.

Travis is a director of transition management for Russell Investments Implementation Services, LLC, Russell Investments’ global trading firm. Russell Investments Implementation Services, LLC is a SEC registered investment adviser and registered broker-dealer, member FINRA/SIPC.

Travis is a member of the Seattle Society of Financial Analysts.

Published works include:

Pension Risk Transfer: A framework for successful implementation

July 2022
Read how to effectively manage a pension risk transfer (aka annuity buyout) for a defined benefit (DB) plan during a volatile market.

Enhanced Portfolio Implementation

May 2022
The next evolution in portfolio implementation can help improve portfolio returns by efficiently centralizing portfolio management. Enhanced portfolio implementation helps reduce costs by harnessing and consolidating manager insights.

Institutional investor best practice by 2025

April 2019
What will implementation for institutional investors look like between now and 2025? Take a look at an implementation platform designed to lower costs and improve outcomes.

Three myths about Outsourcing DC plans

December 2014
We dispel three common myths that often come into play when defined contribution plan sponsors consider the issue of outsourcing.

Transition management explained

September 2014
This report explains what a pension fund should know about transition management (TM), including how to mitigate costs and manage risks of transitioning assets.