Institutional investors

The T Standard — 2.0 Transition measurement standard updated Used industry-wide for more than five years, the T Standard has been updated to reflect feedback requested from plan sponsors, providers and consultants. Input from plan sponsors, consultants, and other transition management providers indicated few changes were needed to this industry standard, but we did clarify ambiguities, expand reach into uncovered areas, and improve the level of transparency. Enhancements to the T Standard:   More clarifying examples throughout the text. Timing of different components of the performance period(s) is described in more detail. Changes to the target portfolio during the implementation period are measured using the prior night's closing prices (T-1) prior to practical implementation of the target adjustment. Increased transparency is provided through disclosure around the timing of the receipt of portfolio information and/or target portfolio changes. Clarity is offered on the prices allowable for return calculation. Generally speaking, sources will be independent and disclosed, with calculation methodologies given in footnotes. For specific questions about the updated T Standard, please contact Steve Kirschner at 253-439-2532 or Travis Bagley at 253-439-4863. Available materials T Standard 2.0 with commentary (PDF): New updated version with additional call-out commentary indicates where modifications have been made T Standard: Original version (PDF): The original document created in 2003 To learn about the T Standard and our capabilities in portfolio transitions, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 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. USI-2435			Available materials T Standard 2.0 with commentary (PDF) Updated version with additional commentary indicating where modifications have been made T Standard: Original version (PDF) The original document created in 2003 How the T Standard can help you Printer friendly version of this page