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Transition Management
Maximize the value of your assets

Maximizing the investment performance of assets in transition is at the heart of everything we do.

Setting large pools of assets into motion can be a daunting endeavor. A well-planned and well-executed transition strategy can help you:

  • Manage return outcomes
  • Maintain investment exposure
  • Minimize fiduciary risk and administrative workload
  • Have a transparent view of your transition

Why consider Russell for transition management?
For over 25 years, we have helped clients manage their risks and investment performance when restructuring their portfolios or asset classes. Our in-house capabilities include specialist equity, fixed income, currency management and futures teams.


We've managed transitions for:


Defined benefit plans

Defined contribution plans

Endowments and foundations

Taft-Hartley plans

Financial Institutions and Insurance Companies


  • Performance measurement using the T Standard
    We provide you with a reliable estimate of implementation shortfall before your transition. Our T Standard-compliant estimates include all costs. After your transition is complete, we use the T Standard to measure actual performance.
    Learn more about the T Standard — 2.0

  • Emphasis on total return for your fund

  • Unbiased, global multi-venue trading for best execution

  • Full disclosure of our fees — always

  • Complete transparency
    Even while your transition event is in process, you can track it online through ClientLINK.

  • Fiduciary protection under the Investment Advisers Act of 1940





For your next transition contact David or Gerry:

   

West Coast

David Rothenberg
David Rothenberg
Managing Director
866-926-5934

East Coast

Gerry Lillis
Gerry Lillis
Director
866-459-4128






June 2011: Russell awarded "Transition Management Provider of the Year" by Professional Pensions.

January 2011: Russell was awarded in the "Best of the Best Awards 2010" by Asia Asset Management.

Russell Implementation Services Inc., member FINRA, SIPC. www.finra.org

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Implementation services are offered by Russell Implementation Services Inc. a SEC registered investment adviser and broker-dealer member FINRA / SIPC.

USI-10170


 

Related information
The T Standard 2.0
Transition best practices
ClientLINK
Understanding the T Standard



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