Insights
When a 'Star' Portfolio Manager Leaves
First Released: April 2007 
Russell is dedicated to the research and assessment of investment managers in order to discover those with rare and special talents. Over the years, we've learned that there are several things to consider when a star staff member leaves an investment manager. In this article Russell's Managing Director Retail Investor Services, Chris Corneil provides some insights for financial advisers to consider - when a 'star' portfolio manager leaves their clients' portfolio.
The departure of a key professional from an investment manager may seem straightforward - but in reality it requires close consideration of a range of factors. This short guide provides a checklist of 10 things an adviser should consider when a star manager decides to leave a clients' portfolio.
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Insights: When a 'Star' Portfolio Manager Leaves(145kb)