Russell Investments Implementation Services, LLC provides a wide range of institutional investment advisory services, including overlay solutions, agency foreign exchange trading, currency management, transition management, interim management, and multi-manager investment management services. The firm primarily serves institutional clients such as corporations, employee benefit plans, not-for-profit organizations, pension plans, and registered investment companies. Russell Investments Implementation Services, LLC utilizes a global multi-manager approach, capital markets research, and proprietary quantitative strategies to help clients manage portfolio risks, optimize asset allocation, and execute complex portfolio transitions. The firm is an indirect wholly owned subsidiary of Russell Investments Group, Ltd.
Fees for investment management and advisory implementation services vary by strategy, product type, account size, and customization requirements, and are determined through negotiation and set forth in the written agreement with each client. For Enhanced Portfolio Implementation services, fees are typically calculated as a percentage of the value of assets in the account and billed quarterly in arrears. Overlay solutions generally incur a variable fee based on notional exposure or an annual base fee for daily analysis, while active positioning strategies may involve performance-based fees. Clients may also incur additional expenses such as custodial charges, brokerage commissions, transaction costs, and underlying fund expenses.