Neil Rogan

Russell Investments, a leading global investment firm, has been appointed by Atrium Investment Management to develop customised investment solutions to better serve Atrium’s clients, including leading retail advice network Fitzpatricks.

Sydney-based Atrium has engaged Russell Investments to develop new investment strategies, including designing and actively managing a factor-based Australian equities capability and a customised global listed infrastructure portfolio.  The partnership gives Atrium access to Russell Investments’ much larger universe of investment opportunities and strategies that would otherwise be out of reach.

Russell Investments’ extensive expertise in portfolio construction and manager research will further support Atrium in managing endowment-style portfolios and tailored managed accounts. Russell Investments will also support a range of key services, including asset allocation (strategic and dynamic), manager selection and monitoring, trading, liquidity management, and stress testing.

Atrium was established in 2009 by Fitzpatricks Advice Partners, a leading retail advice network, to provide clients with risk-targeted multi-asset funds and managed portfolios. Atrium has more than $2 billion in funds under management for advisers, high net worth individuals and not-for-profit organisations.

Atrium wanted to re-shape its business for four reasons:

• to improve client outcomes across its range of portfolios
• to lower costs for clients through scale
• to access a larger research capability across all asset classes and underlying managers
• to increase speed between portfolio decision making and execution.

“Russell’s global capabilities and institutional-grade solutions meant it was well-placed to best serve the needs of Atrium’s clients across its endowment-type portfolios and managed accounts,” said Neil Rogan, Russell Investments’ Managing Director, Head of Distribution in Australia and New Zealand.

“Our strong approach to risk management, portfolio implementation and capital market forecasting also set us apart during the due diligence process.”

Tony Edwards, Chief Investment Officer at Atrium, agrees. “This is an exciting time as we embark on a valuable and enduring partnership with Russell Investments,” he said. “Their expertise strengthens our ability to provide high-quality portfolio management and investment opportunities for our investors, and do so at greater speed.”

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