Russell Investments' fiduciary management service combines our rich consulting heritage with our practical investment management and implementation experience to help clients manage their assets and liabilities.
Why implement a fiduciary management solution?
Fiduciary management helps to manage the sponsor's desire to reduce financial risk to the company and the trustee's desire to reduce financial risk to the members. Russell achieves this through:
- Providing advice on risk budgeting – working to set clear goals and a strategy for your Fund.
- Implementing the investment strategy and managing risk within the guidelines set by you to maximise the probability of achieving your goals.
- Reporting on ongoing risk levels of your Fund, and minimising the "surprise" factor.
A flexible approach
Our fiduciary management services are tailored to each client's requirements, and work within a governance framework of "plan", "implement" and "evaluate". This provides increased control for the client, making the fiduciary manager accountable for the pursuit of the client's goals.
One of the key strengths of Russell's approach to fiduciary management is the flexibility that we offer our clients. Russell has the ability to provide a combined service consisting of strategic advice and implementation, or alternatively a full implementation service working alongside a separately appointed investment adviser.
Russell's expertise in fiduciary management
Russell has over 40 years of experience in investment consulting, building partnerships with our clients to understand their objectives and risk and return preferences to help formulate a tailored investment strategy. This enables us to develop forward thinking solutions designed to meet clients' individual needs. In addition, Russell has over 30 years of hands-on experience of constructing and managing multi-manager portfolios.
This extensive experience combined with the depth and quality of our resources (across investment consulting, capital markets research, manager research, portfolio management and implementation) means that Russell is well positioned to offer an integrated fiduciary management solution to advise, implement and manage client investment strategies.