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INTERIM PORTFOLIO MANAGEMENT

REDUCE RISK AND HAVE TIME ON
YOUR SIDE

Russell’s interim portfolio management service is a powerful tool for institutions to use when assets need to be moved from an existing investment manager to a new manager who hasn’t been chosen yet.

Our global experience in multi-manager investing allows us to assign a dedicated portfolio manager and support infrastructure to manage the portfolio until new managers are selected and strategies are formulated.

Our approach provides you with:

• Sound governance. Existing active trades are reduced while your desired market exposure is retained.
• Cost savings. Through lower trading costs and management fees. These are typically lower than if you were to retain your existing manager.

By appointing an experienced interim portfolio manager like Russell, you will be able to manage your transition risks and have as much time as you need to make the right decisions for your fund.