Transition Manager Profiles
Russell Investments Implementation Services, LLC (RIIS) combines low cost, skilled implementation with fiduciary oversight to transition events for large institutional asset owners. RIIS partners with their clients to create custom implementation strategies that reduce cost, minimize risk and ease operational burden for asset owners. While some models view transitions as just a large trade, the RIIS transition model conducts each event as a short-term asset management assignment, aligning the process with the asset owner’s highest priority: Minimizing the performance impact of portfolio changes.
Client Restrictions: None
| Total TM clients |
74 |
| Total TM mandates |
197 |
| Total assets transitioned ($USD) |
>$84.5B |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
|
| Australia |
|
| All other locations |
|
| Total respondents |
9 |
| Net recommendation/promoter score |
N/A |
| % independently audited |
N/A |
| % accepted fiduciary role over event |
N/A |
| Principal |
N/A |
| Agency |
N/A |
| Hybrid |
N/A |
| <$50MM |
N/A |
| $50MM – $250MM |
N/A |
| >$250MM – $1B |
N/A |
| >$1B – $3B |
N/A |
| >$3B |
N/A |
| Transition strategies and planning capabilities |
N/A |
| Operational capabilities and trading quality |
N/A |
| Risk management capabilities |
N/A |
| Quality/transparency of reporting |
N/A |
| Accuracy of pre-trade estimate |
N/A |
| Transparency of disclosures |
N/A |
| Overall project management |
N/A |
| Knowledge/responsiveness of staff |
N/A |
