Enhanced Portfolio
Implementation (EPI)

Centralized management of multi-manager portfolios.

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What is Enhanced Portfolio Implementation (EPI)?

Enhanced Portfolio Implementation (EPI) is a platform designed to address inefficiencies, reduce costs and give greater control for investors who use multiple managers or strategies.

Accomplished by first transforming Investment managers portfolios into advisory models, EPI combines all models and investment insights into one centrally managed segregated account.

Providing solutions to your daily challenges

Traditional multi-manager portfolios appoint investment managers that provide both the idea generation and implementation of their portfolio allocation.

However, when managers implement their portion of the portfolio independently from one another this can create additional complexity, cost and operational challenges for the asset owner.

Re-thinking the traditional structure

Anchored by proprietary technology integration and 15 years of experience, EPI helps investors rethink how to construct multi-manager strategies that unlock new opportunities while recouping unnecessary costs.

Enhanced Portfolio Implementation (EPI) structure

Source: Russell Investments. For illustrative purposes only.

Why Russell Investments for enhanced portfolio implementation?

Bar chart icon with performance line angled up

Utilizing investment models

A proprietary implementation platform designed to access active equity management through advisory models implemented in a single segregated account, rather than multiple segregated or pooled accounts.

Icon of US Dollar, the Euro, and Japenese Yen currencies

Centralized execution
and customization

When working within multi manager/strategy, we believe there should be coordination of both physical and currency trades. EPI also considers the tax implications at the total portfolio level.

Hand holding earth

Single point of control

Manage cash flows, investment manager changes, guideline monitoring, exclusions, reconciliation, transaction reporting – all in the same account with a single instruction point.

EPI is a powerful tool to implement additional portfolio opportunities

Environmental, Social, & Governance (ESG)1

The application of ESG criteria within investment portfolios has gained significant traction in recent years due to increased awareness of sustainability and responsible investing. EPI offers a powerful methodology for aligning investment portfolios with specific ESG mandates, including carbon footprint.

Investment manager selection

Using model investments provided by Russell Investments, based on partnerships with selected global managers, helps optimize portfolio management, potentially reduce costs, and simplify the often-complex process of active manager selection and contracting. We aim to offer investors more efficient access to diversified investment strategies while navigating the challenges of managing active investments.

An experienced, well-resourced global outsourced trading team

15 years

EXPERIENCE IN EPI

250+

CLIENTS USING EPI

130+

Dedicated managers that have used our EPI program globally

US$72.9 B

EPI ASSETS MANAGED


Source: Russell Investments, as of June 30, 2023.

Execution services are provided by Russell Investments Implementation Services Inc., member FINRA/SIPC. Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

1 Applying sustainability and ESG criteria to the investment process may cause the portfolio to forgo some market opportunities available to portfolios that do not use sustainability criteria. The portfolio performance may at times be better or worse than the performance of portfolios that do not use sustainability criteria.

RUSSELL RESEARCH

Insights and research from our key thought leaders

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Lisa Schneider

Lisa Schneider, CFA

Managing Director,
Head of Client Solutions

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