Transition management

Maximize the performance of assets in transition by reducing unnecessary cost and risk.

The challenge

Organizations invest tremendous effort in setting asset allocation policy, designing asset class structure, and researching and selecting investment managers. However, even the most innovative investment ideas can fail to meet expectations if they are implemented poorly.

A well-planned transition management strategy and the right resources can help you to:

  • Minimize unnecessary costs
  • Mitigate unrewarded risk
  • Reduce administrative workload
  • Eliminate performance holidays and maintain accountability

Why Russell Investments for transition management?

Using quantitative asset management disciplines, we focus on market exposure, portfolio structure and trading efficiency to the short, yet critical, period of portfolio restructuring.

Our unique approach encourages transparency, aligns interests and maximizes risk-adjusted performance over short or long periods of change.

The experience and expertise to help clients manage their risks and maintain the value of investments through periods of portfolio restructuring.

Entrusted to manage transitions for over US$114 billion in global equity and fixed income portfolios in 2018.

Delivering unparalleled transition management benefits

As an investment manager, we provide genuine fiduciary oversight that fully aligns with our client's needs. Monitoring and governance of the process ensures full accountability to our clients.

Our multi-venue trading provides access to both buy and sell side liquidity as well as the ability to seek the best real-time, global execution. We excel at global restructures across asset classes and can bring that experience to bear for even simple events.

As a pure agent, our approach provides independence – there is no association with a proprietary book. As such, there are no undisclosed sources of revenue - we fully disclose all our fees. Always. We seek the best solution on your behalf with fewer conflicts of interest than other business models.

Short-term transition projects require significant resources. As the project and risk manager, we operate as an extension of your staff, with decades of experience and ample resources to manage your event to a successful outcome.

Watch our brief video featuring our trading capabilities

A client-centric service model

With a dedicated portfolio manager to guide you through this complicated and risky period of change, you get accountability and daily interaction from your key point of contact.
Robust reporting and communication including customized daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.

A unique business model, client-centric approach and seasoned team results in more reliable performance and outcomes for your transition. Let us put together a clear, outcome-oriented plan for your next transition. Contact us today.

MarketVoice | Article reprint

Liquidity in equity index futures, the need for standardizing transaction costs and the CDS market split

A profile on Russell Investments featuring Lisa Cavallari, head of derivatives trading.

Read now

An experienced, well-resourced global team

US$114 billion
Assets in transition 2018

26

Global team 
members

35+

Years of experience transitioning assets for clients

20+

Traders specializing by asset class and instrument

11 years

Portfolio managers average years of experience

A recognized leader in transition management

Top ranked overall client satisfaction

Russell Investments was ranked as one of the top-five globally in “Overall Client Satisfaction” in Chief Investment Officer’s “2018 Transition Manager Survey."¹

Transition management firm of the year

Russell Investments was named the winner of the “Transition Management Firm of the Year” at the 2018 European Pensions Awards. Chosen among five finalists in this category, Pensions Age and European Pensions cited Russell Investments’ understanding of clients’ needs and the firm’s demonstrated performance and innovation.

Top ranked cost performance vs. estimate

For the sixth year in a row, Russell Investments was ranked as one of the top-five globally in “Cost Performance vs. Estimate” in Chief Investment Officer’s “2018 Transition Manager Survey."¹

Learn more about our implementation solutions

Currency management

Our program can result in a cost effective solution for a core component of your trading and risk management initiatives.

Outsourced
trading

Delivering client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.

Overlay
services

This is an essential tool for managing large pools of capital as derivative overlays help manage risk elements and improve performance.

Transition management

We help clients to manage their risks and investment performance when restructuring their portfolios or asset classes.

 

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