Managing Exposures
Knowledge Exchange

Manage exposures & mitigate risk

With market volatility, increased interest rates and inflation, your portfolios are exposed to more risks than ever before.

We work with clients to tackle these issues every day - helping organizations achieve their investment objectives and providing tools to buffer portfolios from market challenges. Here, our specialists share their insights on current challenges as well as ideas on the approaches that could support portfolios for whatever lies ahead.

Institutional Trading Calendar

Identify how certain days in the year have greater potential for elevated risk or reduced market liquidity.

• T+1 settlement: Is your FX trading impacted with the equity settlement shift to T+1?
• Q2 2024 update: Real-time risk exposure report
• Fixed income transitions: A specialist approach
• Confessions of a transition manager
• Pension risk transfer: A framework for successful implementation
• Don't let the frame block the complete transition picture
• Best practice for fixed income restructures
• Don't blow your second chance: Managing risk when de-risking
• Stuck between a rock and a hard place? How interim management can help.
• Transitioning fixed income assets in fractured markets
• A tale of two rebalances: Time-tested implementation best practices during market stress

The Great Resignation: Has it increased the risk that comes from portfolio manager exits?

We believe that partnering with an OCIO provider that utilizes a manager-of-managers approach may help mitigate risks when a lead portfolio manager exits.

• Stuck between a rock and a hard place? How interim transition management can help.

Confessions of a currency manager

Our global head of fixed income and foreign exchange reveals lessons learned from years of working in currency markets.

• Absolute Return Currency Strategy
• Strategic currency hedging considerations for U.S. investors
• Case study: How a currency management strategy can work as a diversifier
• Rising rates and currency
• Ignore currency exposures at your peril
• Capturing the reward side of currency exposure: Lessons from Japan
• Currency proxy hedging – beyond correlations

The power of an Overlay program: 13 short case studies

An Overlay program is a multifaceted portfolio tool that offers a helpful set of solutions for today's portfolio challenges. Read about these solutions.

• Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
• Portfolio rebalancing, Part 2: The private markets puzzle
• Portfolio rebalancing, Part 1: The ideal rebalancing range
• After the Fed hike cycle, is a cash allocation a more viable "option"?
• Q2 2024 update: Real-time risk exposure report
• Equity index futures vs. total return swaps
• Supercars vs. Uber drivers: Risk management for actual humans
• Does an overlay program make sense in your OCIO program?
• De-risking implementation: What DB plans should know
• State-of-the-art beta overlay for portable alpha
• Real world overlay solutions in challenging times
• Is an exposure to commodities what you need for portfolio diversification?
• Using overlays to balance the yin and yang of your portfolio
• Liability-driven investing implementation: One size does not fit all

Equity Factor Report - Q1 2024: Momentum strategies shine

In Q1 2024, Momentum strategies thrived amid strong investor sentiment, outperforming due to economic strength. Russell Investments' Factor Portfolios showed mixed performance.

• Equity Factor Report - Q3 2023: Value strategies rally as bullish sentiment dampens
• Factor investing and U.S. recessions: How have key equity factors performed on a historical basis?
• Completion portfolios: Precisely aligning your portfolio with your strategic beliefs
• Repurposing a passive allocation with a completion portfolio

Quarterly Trading Report

Access all of our key observations from the three largest asset classes we trade each quarter.

• T+1 settlement: Is your FX trading impacted with the equity settlement shift to T+1?
• Fixed income trading evolution
• How do clients rate their outsourced trading providers?
• Are investors paying too much for FX trading? Streamlining trading practices for price enhancement.
• Diversity firm inclusion in trading venues
• The right stuff – How to find the right (outsourced) trading partner
• How has COVID-19 affected trading capabilities?

Is a total portfolio approach right for your organization?

Considering switching to a total portfolio approach? Our director of Customized Portfolio Solutions shares what he sees as the potential advantages and drawbacks.

• Enhanced Portfolio Implementation, Part 2: How EPI separates implementation from insight
• Enhanced Portfolio Implementation, Part 1: How EPI separates implementation from insight

CUSTOMIZED PORTFOLIO SOLUTIONS

Gain greater portfolio control, limit costs, reduce risk, and enhance returns

Investment teams face significant pressure – a squeeze on fee budgets, scrutiny of governance approaches, and challenging market conditions – all driving increased demand for agile processes and a need to reach further globally to access new sources of return.

Combine your internal resources with our global implementation services capabilities. Designed to support in-house investment teams, we have a suite of services that can be customized in combination or delivered as discreet solutions to help you tackle your investment challenges.

Take a look into our capabilities and see how we can help you.