Institutional investors

Transition Management Maximize the value of your assets Setting large pools of assets into motion can be a daunting endeavor. A well-planned and well-executed transition strategy 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? Experience and award-winning 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 equity, fixed income, currency management and futures teams. We've managed transitions for: Defined benefit plans Defined contribution plans Endowments and foundations Taft-Hartley plans 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 — 2.0 Emphasis on total return for your fund Unbiased, global multi-venue trading for best execution Full disclosure of our fees — always Complete transparency Even while your transition event is in process, you can track it online through WebTM™. Fiduciary protection under the Investment Advisers Act of 1940 For your next transition contact James or Gerry:   West Coast   East Coast James Barrett Managing Director 866-926-5934 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-5832			Related information Webcast replay: Best Practices in Transition Management for Plan Sponsors Transition Management: Choosing a trusted provider The T Standard 2.0 Russell awarded top industry honors Transition best practices WebTM™ Understanding the T Standard Research: Interim portfolio management Research: The aggregate exposure manager Printer friendly version of this page