customized portfolio solutions

Transition management

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

Self aligning ball bearings

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 US$125 billion in global equity and fixed income portfolios in 2019.

An experienced, well-resourced global transition management team

$84.5 billion

Assets transitioned in 2020

20 specialists

Around the globe

40+ years

Experience transitioning assets for clients

24 traders

All specializing by asset class and instrument

13+ years

Transition manager average years of experience

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.

A client-centric service model

Robust reporting and communication including customized daily transition updates, post-transition reporting, transaction reporting and attribution coupled with all necessary regulatory and board reporting.

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.

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.

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Customized Portfolio Solutions

Specialist expertise and strategies to help your team gain greater portfolio control, limit costs, reduce risk, and enhance returns.

Currency management

Manage foreign exchange (FX) trading costs and currency risk by drawing upon our currency investment team and FX trading specialists.

Currency strategies

Outsourced trading

Execution solutions to achieve enhanced returns using the latest advances in technology to find liquidity, reduce transaction costs and manage risk.

Trading & execution

Overlay services

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

Overlay strategies

Responsible investment solutions

Remove unwanted exposures, capture specific ESG outcomes or manage ESG risks using our tailored solutions or proprietary investment strategies.

Strategies in ESG

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