2023 Transition Management Survey

Transition Manager Profiles


Russell Investments
www.russellinvestments.com

Summary of Offering

Russell Investments Implementation Services, LLC (RIIS) combines 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 total performance impact of portfolio changes.

Client Restrictions: Assets in transition must meet minimums size which is dependent on asset class, complexity and previous relationship.

Business Summary (as of 09/30/2022)

Total TM clients 250
Total TM events 190
Total assets transitioned $130.0B
Have provided TM services to clients since 1992

Total TM Projects Won

Calendar year 2021 NR
Calendar year 2022 NR

Organization’s Staffing Information

Total full-time staff employed by company—i.e., all staff, not limited to TM 1,350
Total full-time staff dedicated to TM practice 19

Asset Size of Completed TM Events

<$50MM
$50MM – $100MM
>$100MM – $250MM
>$250MM – $500MM
>$500MM – $1B
>$1B – $5B
>$5B – $10B
>$10B
NR = Not Reported in time for publication