Making a transition in your portfolio can seem challenging—we 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 global equity, fixed income, currency management and futures teams.
- Emphasis on total return for your fund
- Unbiased, global multi-venue trading for best execution, including the use of Manager Buyback™
- Full disclosure of our fees — always
- Complete transparency
Even while your transition event is in process, you can track it online through ClientLINK
- 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
- Expert client transitions to investment outsourcing
If you're considering Russell for investment outsourcing, we will guide you through the client transition process, providing dedicated conversion team specialists.
¹ CIO magazine, formerly aiCIO magazine. Weighted scores take the transition value into account. The unweighted scores represent the raw average score given to the transition manager by its clients.
Implementation services are offered by Russell Implementation Services Inc. a SEC registered investment adviser and broker-dealer member FINRA / SIPC.
Recognized as a leading transition management provider
For the second year in a row, Russell was ranked first in “Overall Service (weighted)” in Chief Investment Officer’s “2014 Transition Manager Survey”. The 2014 results were based on responses from 174 global asset owners, on the portfolio transitions they mandated and the managers they used in 2013.1View our awards