The simplified management structure can broaden investment manager inclusion and make it easier to screen holdings and apply portfolio customizations, such as stock exclusions to meet ESG requirements.
Enhanced Portfolio Implementation (EPI)
Centralized management of multi-manager portfolios.
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
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.
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.
Our solutions provide the opportunity to:
A central management approach creates operational efficiencies and gives daily visibility and control of the aggregate portfolio back to the client, enabling more informed and quicker decisions. All in a single account.
Consolidating all active trade ideas on one platform with an overseeing manager results in fewer transactions and the avoidance of trades that are deemed immaterial at the total portfolio level; therefore, reducing transaction costs and performance drag.
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.
Source: Russell Investments. For illustrative purposes only.
Why Russell Investments for enhanced portfolio implementation?
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.
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.
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.
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.
An experienced, well-resourced global outsourced trading team
18+ yrs
Experience in EPI in 2024
150+
Mandates using EPI
130+
Managers have used our EPI program globally in 2024
$64.9 B
EPI assets managed in 2024
Source: Russell Investments
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