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        <title>AdviserVoiceRussell Investments Archives - AdviserVoice</title>
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                <title>Mega IPOs and institutional portfolio risk: managing concentration before listings</title>
                <link>https://www.adviservoice.com.au/2026/06/mega-ipos-and-institutional-portfolio-risk-managing-concentration-before-listings/</link>
                <comments>https://www.adviservoice.com.au/2026/06/mega-ipos-and-institutional-portfolio-risk-managing-concentration-before-listings/#respond</comments>
                <pubDate>Wed, 03 Jun 2026 21:20:21 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Christina Shockley]]></category>
		<category><![CDATA[Dylan Kelly]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111787</guid>
                                    <description><![CDATA[<div id="attachment_78958" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-78958" class="size-full wp-image-78958" src="https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-78958" class="wp-caption-text">Coordinating hedging and execution early may help reduce slippage, preserve liquidity, and maintain portfolio stability during volatile post-listing periods.</p></div>
<h2 aria-hidden="true">Key takeaways</h2>
<ul>
<li>Mega IPOs could quickly turn private market gains into concentrated public equity exposure.</li>
<li>Passive index inclusion may increase exposure institutional investors already hold privately.</li>
<li>Overlay strategies can help institutional allocators protect gains while preserving flexibility.</li>
<li>Coordinated execution planning may improve portfolio rebalancing during IPO transitions.</li>
</ul>
<h2 class="x_MsoNoSpacing">When private market wins become public market challenges</h2>
<p>The next IPO wave may create a different kind of portfolio challenge for institutions already holding private stakes in companies like SpaceX and OpenAI. Years of gains built inside venture funds, growth mandates, and GP structures could quickly become some of the largest public equity positions in institutional portfolios once those companies begin trading publicly.</p>
<p>The nature of private market holdings often masked concentration risk, with valuations updating infrequently, positions embedded inside broader vehicles, and liquidity remaining limited. A public listing changes that dynamic quickly. A successful private markets investment can quickly become a much harder public markets position to manage.</p>
<p>Now, with the IPO pipeline beginning to reopen around some of the largest private market companies, institutions may face a more complicated transition than many expected. The challenge is no longer simply participating in the upside. It is managing what happens after those private gains enter public markets.</p>
<h2 class="x_MsoNoSpacing">Mega deals driving the next wave of large-scale IPO activity</h2>
<p class="x_MsoNoSpacing" aria-hidden="true">Current attention is increasingly focused on the big mega deals, defined as venture capital financings of $100 million or more. Those transactions represented roughly 70% of U.S. VC deal value in 2025, up from 56% the year before.</p>
<div>
<p>The scale of some anticipated listings could make the next IPO wave materially different from prior cycles. Many institutions spent years deliberately building exposure to companies like SpaceX, OpenAI, and Anthropic through private markets. As those companies move closer to public listings, their sizes could quickly make them meaningful index exposures.</p>
<p>SpaceX alone has reportedly discussed valuations approaching $2 trillion, potentially making it the largest IPO in history<sup>[1]</sup>. For context, the Nasdaq<sup>[2]</sup>. today is roughly a $30 trillion market, meaning even a small number of listings at these valuations could create new challenges around liquidity, rebalancing, and protecting years of accumulated private market gains.</p>
<h2>The post-IPO reality</h2>
<p>After the opening bell and early excitement fade, the real transition begins. Early investors often start realising gains soon after listings, increasing the supply of shares entering the market and creating volatility tied more to liquidity and positioning than the company’s long-term outlook. That dynamic could become even more pronounced in the next IPO wave, as institutions decide how to protect years of private market gains and how those companies fit within public portfolios once trading begins.</p>
<p>Our trading desk data shows how uneven that period can become. Only 28% of stocks traded at or above their distribution price on the first trading day after distribution, while nearly 48% had returned to distribution price by day 30. That gap can create difficult tradeoffs around timing, liquidity, and rebalancing for institutions managing large private stakes.</p>
<p><img decoding="async" class="alignnone size-full wp-image-111788" src="https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1.jpg" alt="" width="820" height="413" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1.jpg 820w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1-300x151.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1-768x387.jpg 768w" sizes="(max-width: 820px) 100vw, 820px" /></p>
</div>
<p>Historical examples such as Uber and Pinterest show how post-IPO volatility can persist long after the opening bell. Uber’s one-month implied volatility started around 60 before rising sharply around early earnings announcements and the November 2019 lock-up expiration. Pinterest experienced similar volatility spikes around early earnings periods as investors continued adjusting positions after the IPO.</p>
<h2>Positioning portfolios ahead of the IPO wave</h2>
<p>What to do after the IPO usually comes down to two paths: reduce exposure or maintain it while avoiding unintended concentration.</p>
<p>Volatility, selling pressure, and delayed liquidity can leave portfolios exposed to meaningful short-term swings just as concentration and implementation risks become more visible. For investors holding private stakes through venture funds or GP structures, lock-up restrictions and distribution timing can further delay when shares are actually available to sell, complicating rebalancing decisions after public trading begins.</p>
<p>That distinction is increasingly shaping how allocators approach hedging, customisation, rebalancing, and execution planning ahead of a listing.</p>
<p>Several themes are beginning to shape how institutions manage these transitions:</p>
<h3>1. Use overlays to create flexibility</h3>
<p>Investors may still believe strongly in the company’s long-term outlook. The challenge is managing how that exposure fits within the broader portfolio after the IPO, particularly when delayed liquidity and selling constraints limit how quickly positions can be rebalanced.</p>
<p>In those situations, options-based overlays can help protect accumulated gains while creating more flexibility around timing and rebalancing decisions. Structured approaches such as costless collars, which exchange some future upside participation for downside protection without an upfront premium payment, may help reduce exposure risk while avoiding rushed selling during volatile post-listing periods.</p>
<p>Alternatively, some institutions are not seeking to hedge an overweight position, but rather to gain exposure to an IPO ahead of its inclusion in benchmark indices and related passive investment vehicles. Call options can provide a capital-efficient way to manage the risk of being underweight during this transition period.</p>
<h3>2. Know where concentration is hiding and prepare for passive exposures</h3>
<p>Positions that once sat inside diversified private market structures can quickly emerge as outsised public equity exposures. Investors are increasingly evaluating how IPO-related holdings could affect portfolio exposures, benchmark alignment, and overall risk once public trading begins.</p>
<p>What began as a high-conviction private markets investment can quickly become a large passive public market exposure once those companies enter major indexes. Institutions already holding private stakes in potential mega IPOs may not want indexed mandates adding even more exposure, but they may not necessarily want to exit the position either.</p>
<p>Completion portfolios, along with customisation and exclusions, can help manage concentration more efficiently across the broader portfolio while still maintaining exposure. That flexibility may be particularly relevant across the endowment and foundation space, where implementation decisions often align closely with broader mission-driven priorities. For example, an institutional investor may have reduced its passive equity exposure and replaced it with an equity completion mandate designed to more efficiently manage aggregate factor exposures across the broader equity portfolio. In that context, the investor could choose to exclude adding SpaceX exposure if it was already economically overweight the company through shares received in a private equity transaction that had not yet become liquid.</p>
<h3>3. Coordinate execution before rebalancing begins</h3>
<p>Managing downside exposure is only part of the challenge. Large, concentrated positions still need to be unwound efficiently once investors decide to rebalance. IPO transitions can create liquidity pressures and temporary selling imbalances as multiple early investors attempt to reduce exposure simultaneously.</p>
<p>Poor execution can erode gains quickly once large positions begin unwinding. Coordinating hedging and execution early may help reduce slippage, preserve liquidity, and maintain portfolio stability during volatile post-listing periods. Agency trading models, where trades are executed on behalf of clients without taking principal positions, may also help align execution more closely with investor objectives during complex portfolio transitions.</p>
<h2>Investor Implications</h2>
<p>Institutions already holding private stakes in potential mega IPOs may need to treat the transition to public markets as an active portfolio event rather than a simple liquidity milestone. The challenge is not only whether to reduce exposure, but also how to manage timing, benchmark impact, and implementation constraints once public trading begins.</p>
<p>That may require decisions well before the IPO itself. Institutions that evaluate concentration, liquidity needs, hedging approaches, and benchmark exposure earlier may have greater flexibility once shares begin trading publicly and passive flows accelerate.</p>
<p><em><strong>By Christina Shockley, Director, Customised Portfolio Solutions and Dylan Kelly, Senior Portfolio Manager, Overlay Solutions </strong></em></p>
<p>&#8212;&#8212;&#8212;&#8211;</p>
<h6><strong>Notes:</strong><br />
[1] <a href="https://email.streem.com.au/c/eJxc0b9y4jocxfGnsTsxkizLVuHCXAIkF8PChpjQMLL0M2gxiEgyf_L0O8mk2vYz8z3N0QWTotUxFCTLMUsynpL4UCQpEyJJaKayNFeaacK50kBzhVMBTMam4JK0Kc1ZkhMpdoTopMmpyBhEDHuj4Wg-0EmaDpxHbaayVolMozZlwQ2-PO6KQwgXHyVlRMcRHbfmLM8KBg95sHag7Cmi45N0Rwg-omPpglEdRHTsL1LBHbWmA4_MxaKLs_4CKvQe2bYFZ857JNEF4IjMOVhkgkc_4x5RnDLMSS4Gh3DqomS875Wy_TmAi5IRiSjf9wp2Dlpw7tvkdIXVtOKzh3jozfxzW9-9rFO63cxxU7_1elr171SE2e3feOfNPkpG5bIsyyFc8fz_sxfs-HLiD7z-aMo_fj3pXj-cW0uyW3y-z-pyf8xn9qm7TTf2uZITvpplCbjf5Q3_N6rI2205lNXk9VhTXTmcNdPFthYvh-b2VK9sPRKjxWc__9X7CcKz-3BuQh5sa5cKlfuuI_0KwrIytsrb-yKsn--vYrWv3HB7GXV-J-SuFxuMeHwCbSRy0IH0gIwuvmH3A1FSMso4jl0B2gTrIoalvhoP7mqNgq_rBrKPfXAAp688I42UvMWooSAR00qhhuQcpQlLU8CKpyDja0H_BgAA__8R59Yx">SpaceX alone has reportedly discussed valuations approaching $2 trillion, potentially making it the largest IPO in history. </a><br />
[2] <a href="https://email.streem.com.au/c/eJwszDuO7CAQQNHVQIbFp_gFBJ30NloFFGr07Odp8NjbH3k06ZHurQkwtsopKR8kGO-s4u9kjSGUAZxuDrIMzkidKZeiKRrVIu_JoWpWBzBBYXwpVU0OOnogBnL2Sv_6R2zYVxpTNF98K9FX0SwcY7mdr-l9HF-TmQfTT6af13Ut_3FW_Cxl35h-8o1qRzFoJZwkek2_8PoDZh6gwUk-EtV-7IOBxHr2SePce6H7suA3n8cg2u7cq4zomhRZEwqopYisghPWgLUki7OE_Ez6JwAA___ALVVI">Nasdaq </a></h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_78958" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-78958" class="size-full wp-image-78958" src="https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2021/12/cash-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-78958" class="wp-caption-text">Coordinating hedging and execution early may help reduce slippage, preserve liquidity, and maintain portfolio stability during volatile post-listing periods.</p></div>
<h2 aria-hidden="true">Key takeaways</h2>
<ul>
<li>Mega IPOs could quickly turn private market gains into concentrated public equity exposure.</li>
<li>Passive index inclusion may increase exposure institutional investors already hold privately.</li>
<li>Overlay strategies can help institutional allocators protect gains while preserving flexibility.</li>
<li>Coordinated execution planning may improve portfolio rebalancing during IPO transitions.</li>
</ul>
<h2 class="x_MsoNoSpacing">When private market wins become public market challenges</h2>
<p>The next IPO wave may create a different kind of portfolio challenge for institutions already holding private stakes in companies like SpaceX and OpenAI. Years of gains built inside venture funds, growth mandates, and GP structures could quickly become some of the largest public equity positions in institutional portfolios once those companies begin trading publicly.</p>
<p>The nature of private market holdings often masked concentration risk, with valuations updating infrequently, positions embedded inside broader vehicles, and liquidity remaining limited. A public listing changes that dynamic quickly. A successful private markets investment can quickly become a much harder public markets position to manage.</p>
<p>Now, with the IPO pipeline beginning to reopen around some of the largest private market companies, institutions may face a more complicated transition than many expected. The challenge is no longer simply participating in the upside. It is managing what happens after those private gains enter public markets.</p>
<h2 class="x_MsoNoSpacing">Mega deals driving the next wave of large-scale IPO activity</h2>
<p class="x_MsoNoSpacing" aria-hidden="true">Current attention is increasingly focused on the big mega deals, defined as venture capital financings of $100 million or more. Those transactions represented roughly 70% of U.S. VC deal value in 2025, up from 56% the year before.</p>
<div>
<p>The scale of some anticipated listings could make the next IPO wave materially different from prior cycles. Many institutions spent years deliberately building exposure to companies like SpaceX, OpenAI, and Anthropic through private markets. As those companies move closer to public listings, their sizes could quickly make them meaningful index exposures.</p>
<p>SpaceX alone has reportedly discussed valuations approaching $2 trillion, potentially making it the largest IPO in history<sup>[1]</sup>. For context, the Nasdaq<sup>[2]</sup>. today is roughly a $30 trillion market, meaning even a small number of listings at these valuations could create new challenges around liquidity, rebalancing, and protecting years of accumulated private market gains.</p>
<h2>The post-IPO reality</h2>
<p>After the opening bell and early excitement fade, the real transition begins. Early investors often start realising gains soon after listings, increasing the supply of shares entering the market and creating volatility tied more to liquidity and positioning than the company’s long-term outlook. That dynamic could become even more pronounced in the next IPO wave, as institutions decide how to protect years of private market gains and how those companies fit within public portfolios once trading begins.</p>
<p>Our trading desk data shows how uneven that period can become. Only 28% of stocks traded at or above their distribution price on the first trading day after distribution, while nearly 48% had returned to distribution price by day 30. That gap can create difficult tradeoffs around timing, liquidity, and rebalancing for institutions managing large private stakes.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-111788" src="https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1.jpg" alt="" width="820" height="413" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1.jpg 820w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1-300x151.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/russell-1-768x387.jpg 768w" sizes="auto, (max-width: 820px) 100vw, 820px" /></p>
</div>
<p>Historical examples such as Uber and Pinterest show how post-IPO volatility can persist long after the opening bell. Uber’s one-month implied volatility started around 60 before rising sharply around early earnings announcements and the November 2019 lock-up expiration. Pinterest experienced similar volatility spikes around early earnings periods as investors continued adjusting positions after the IPO.</p>
<h2>Positioning portfolios ahead of the IPO wave</h2>
<p>What to do after the IPO usually comes down to two paths: reduce exposure or maintain it while avoiding unintended concentration.</p>
<p>Volatility, selling pressure, and delayed liquidity can leave portfolios exposed to meaningful short-term swings just as concentration and implementation risks become more visible. For investors holding private stakes through venture funds or GP structures, lock-up restrictions and distribution timing can further delay when shares are actually available to sell, complicating rebalancing decisions after public trading begins.</p>
<p>That distinction is increasingly shaping how allocators approach hedging, customisation, rebalancing, and execution planning ahead of a listing.</p>
<p>Several themes are beginning to shape how institutions manage these transitions:</p>
<h3>1. Use overlays to create flexibility</h3>
<p>Investors may still believe strongly in the company’s long-term outlook. The challenge is managing how that exposure fits within the broader portfolio after the IPO, particularly when delayed liquidity and selling constraints limit how quickly positions can be rebalanced.</p>
<p>In those situations, options-based overlays can help protect accumulated gains while creating more flexibility around timing and rebalancing decisions. Structured approaches such as costless collars, which exchange some future upside participation for downside protection without an upfront premium payment, may help reduce exposure risk while avoiding rushed selling during volatile post-listing periods.</p>
<p>Alternatively, some institutions are not seeking to hedge an overweight position, but rather to gain exposure to an IPO ahead of its inclusion in benchmark indices and related passive investment vehicles. Call options can provide a capital-efficient way to manage the risk of being underweight during this transition period.</p>
<h3>2. Know where concentration is hiding and prepare for passive exposures</h3>
<p>Positions that once sat inside diversified private market structures can quickly emerge as outsised public equity exposures. Investors are increasingly evaluating how IPO-related holdings could affect portfolio exposures, benchmark alignment, and overall risk once public trading begins.</p>
<p>What began as a high-conviction private markets investment can quickly become a large passive public market exposure once those companies enter major indexes. Institutions already holding private stakes in potential mega IPOs may not want indexed mandates adding even more exposure, but they may not necessarily want to exit the position either.</p>
<p>Completion portfolios, along with customisation and exclusions, can help manage concentration more efficiently across the broader portfolio while still maintaining exposure. That flexibility may be particularly relevant across the endowment and foundation space, where implementation decisions often align closely with broader mission-driven priorities. For example, an institutional investor may have reduced its passive equity exposure and replaced it with an equity completion mandate designed to more efficiently manage aggregate factor exposures across the broader equity portfolio. In that context, the investor could choose to exclude adding SpaceX exposure if it was already economically overweight the company through shares received in a private equity transaction that had not yet become liquid.</p>
<h3>3. Coordinate execution before rebalancing begins</h3>
<p>Managing downside exposure is only part of the challenge. Large, concentrated positions still need to be unwound efficiently once investors decide to rebalance. IPO transitions can create liquidity pressures and temporary selling imbalances as multiple early investors attempt to reduce exposure simultaneously.</p>
<p>Poor execution can erode gains quickly once large positions begin unwinding. Coordinating hedging and execution early may help reduce slippage, preserve liquidity, and maintain portfolio stability during volatile post-listing periods. Agency trading models, where trades are executed on behalf of clients without taking principal positions, may also help align execution more closely with investor objectives during complex portfolio transitions.</p>
<h2>Investor Implications</h2>
<p>Institutions already holding private stakes in potential mega IPOs may need to treat the transition to public markets as an active portfolio event rather than a simple liquidity milestone. The challenge is not only whether to reduce exposure, but also how to manage timing, benchmark impact, and implementation constraints once public trading begins.</p>
<p>That may require decisions well before the IPO itself. Institutions that evaluate concentration, liquidity needs, hedging approaches, and benchmark exposure earlier may have greater flexibility once shares begin trading publicly and passive flows accelerate.</p>
<p><em><strong>By Christina Shockley, Director, Customised Portfolio Solutions and Dylan Kelly, Senior Portfolio Manager, Overlay Solutions </strong></em></p>
<p>&#8212;&#8212;&#8212;&#8211;</p>
<h6><strong>Notes:</strong><br />
[1] <a href="https://email.streem.com.au/c/eJxc0b9y4jocxfGnsTsxkizLVuHCXAIkF8PChpjQMLL0M2gxiEgyf_L0O8mk2vYz8z3N0QWTotUxFCTLMUsynpL4UCQpEyJJaKayNFeaacK50kBzhVMBTMam4JK0Kc1ZkhMpdoTopMmpyBhEDHuj4Wg-0EmaDpxHbaayVolMozZlwQ2-PO6KQwgXHyVlRMcRHbfmLM8KBg95sHag7Cmi45N0Rwg-omPpglEdRHTsL1LBHbWmA4_MxaKLs_4CKvQe2bYFZ857JNEF4IjMOVhkgkc_4x5RnDLMSS4Gh3DqomS875Wy_TmAi5IRiSjf9wp2Dlpw7tvkdIXVtOKzh3jozfxzW9-9rFO63cxxU7_1elr171SE2e3feOfNPkpG5bIsyyFc8fz_sxfs-HLiD7z-aMo_fj3pXj-cW0uyW3y-z-pyf8xn9qm7TTf2uZITvpplCbjf5Q3_N6rI2205lNXk9VhTXTmcNdPFthYvh-b2VK9sPRKjxWc__9X7CcKz-3BuQh5sa5cKlfuuI_0KwrIytsrb-yKsn--vYrWv3HB7GXV-J-SuFxuMeHwCbSRy0IH0gIwuvmH3A1FSMso4jl0B2gTrIoalvhoP7mqNgq_rBrKPfXAAp688I42UvMWooSAR00qhhuQcpQlLU8CKpyDja0H_BgAA__8R59Yx">SpaceX alone has reportedly discussed valuations approaching $2 trillion, potentially making it the largest IPO in history. </a><br />
[2] <a href="https://email.streem.com.au/c/eJwszDuO7CAQQNHVQIbFp_gFBJ30NloFFGr07Odp8NjbH3k06ZHurQkwtsopKR8kGO-s4u9kjSGUAZxuDrIMzkidKZeiKRrVIu_JoWpWBzBBYXwpVU0OOnogBnL2Sv_6R2zYVxpTNF98K9FX0SwcY7mdr-l9HF-TmQfTT6af13Ut_3FW_Cxl35h-8o1qRzFoJZwkek2_8PoDZh6gwUk-EtV-7IOBxHr2SePce6H7suA3n8cg2u7cq4zomhRZEwqopYisghPWgLUki7OE_Ez6JwAA___ALVVI">Nasdaq </a></h6>
<p>The post <a href="https://www.adviservoice.com.au/2026/06/mega-ipos-and-institutional-portfolio-risk-managing-concentration-before-listings/">Mega IPOs and institutional portfolio risk: managing concentration before listings</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
                                    <wfw:commentRss>https://www.adviservoice.com.au/2026/06/mega-ipos-and-institutional-portfolio-risk-managing-concentration-before-listings/feed/</wfw:commentRss>
                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Russell Investments Wins $8.6bn Currency Overlay Mandate</title>
                <link>https://www.adviservoice.com.au/2026/05/russell-investments-wins-8-6bn-currency-overlay-mandate/</link>
                <comments>https://www.adviservoice.com.au/2026/05/russell-investments-wins-8-6bn-currency-overlay-mandate/#respond</comments>
                <pubDate>Tue, 26 May 2026 21:33:34 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Alistair Martyres]]></category>
		<category><![CDATA[David Chua]]></category>
		<category><![CDATA[Jason Edgar]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111581</guid>
                                    <description><![CDATA[<div id="attachment_111582" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-111582" class="size-full wp-image-111582" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111582" class="wp-caption-text">David Chua</p></div>
<h3 class="x_MsoNoSpacing">Russell Investments has been appointed by Income Insurance, one of Singapore’s leading composite insurers, to manage an $8.6 billion  foreign exchange (FX) overlay mandate across its global investment portfolio.</h3>
<p class="x_MsoNoSpacing">Income Insurance manages a diversified $33.6 billion multi-asset investment programme spanning bonds, equities, and private assets and serving close to 1.4 million customers.</p>
<p class="x_MsoNoSpacing">“Russell Investments stood out for its portfolio hedging and implementation expertise,” said David Chua, Chief Investment Officer, Income Insurance. “The proposed solution aligns with Income Insurance’s investment model towards operating efficiencies and execution capabilities.”</p>
<p class="x_MsoNoSpacing">Jason Edgar, Head of Asia-Pacific at Russell Investments said, “We are proud to serve one of Asia’s leading insurers and see Income Insurance’s appointment as a clear sign of the rising demand for currency solutions. Delivering efficient implementation to improve returns for insurers and family offices is a core part of our continued expansion in Asia.”</p>
<p class="x_MsoNoSpacing">“Institutional investors are placing greater emphasis on how currency exposures are managed within complex global portfolios,” said Alistair Martyres, Director, Customised Portfolio Solutions, Asia-Pacific at Russell Investments. “FX management has become an increasingly important component of portfolio implementation and risk management. A disciplined overlay programme can provide greater transparency across currency exposures while supporting more efficient and consistent execution.”</p>
<p class="x_MsoNoSpacing">Under the mandate, Russell Investments will deliver a customised FX overlay programme to manage Income Insurance’s currency exposures in line with its overall investment objectives.</p>
<p class="x_MsoNoSpacing">The solution provides enhanced transparency over FX exposures across asset classes and regions, enabling more effective management of currency risk. Russell Investments will also support overlay implementation through a streamlined operating model, leveraging straight-through processing (STP) and direct integration of custodian data.</p>
<p class="x_MsoNoSpacing">Russell Investments’ currency capabilities include an agency-only model with multi-venue access to more than 25 banks and 50 streaming liquidity providers. In 2025, Russell traded over $630 billion in FX and over 190 currency pairs.</p>
<p class="x_MsoNoSpacing">&#8212;&#8212;&#8212;</p>
<h6><strong>Notes:</strong><br />
[1]  All figures quoted are in USD unless specified</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_111582" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-111582" class="size-full wp-image-111582" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Chua-David650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111582" class="wp-caption-text">David Chua</p></div>
<h3 class="x_MsoNoSpacing">Russell Investments has been appointed by Income Insurance, one of Singapore’s leading composite insurers, to manage an $8.6 billion  foreign exchange (FX) overlay mandate across its global investment portfolio.</h3>
<p class="x_MsoNoSpacing">Income Insurance manages a diversified $33.6 billion multi-asset investment programme spanning bonds, equities, and private assets and serving close to 1.4 million customers.</p>
<p class="x_MsoNoSpacing">“Russell Investments stood out for its portfolio hedging and implementation expertise,” said David Chua, Chief Investment Officer, Income Insurance. “The proposed solution aligns with Income Insurance’s investment model towards operating efficiencies and execution capabilities.”</p>
<p class="x_MsoNoSpacing">Jason Edgar, Head of Asia-Pacific at Russell Investments said, “We are proud to serve one of Asia’s leading insurers and see Income Insurance’s appointment as a clear sign of the rising demand for currency solutions. Delivering efficient implementation to improve returns for insurers and family offices is a core part of our continued expansion in Asia.”</p>
<p class="x_MsoNoSpacing">“Institutional investors are placing greater emphasis on how currency exposures are managed within complex global portfolios,” said Alistair Martyres, Director, Customised Portfolio Solutions, Asia-Pacific at Russell Investments. “FX management has become an increasingly important component of portfolio implementation and risk management. A disciplined overlay programme can provide greater transparency across currency exposures while supporting more efficient and consistent execution.”</p>
<p class="x_MsoNoSpacing">Under the mandate, Russell Investments will deliver a customised FX overlay programme to manage Income Insurance’s currency exposures in line with its overall investment objectives.</p>
<p class="x_MsoNoSpacing">The solution provides enhanced transparency over FX exposures across asset classes and regions, enabling more effective management of currency risk. Russell Investments will also support overlay implementation through a streamlined operating model, leveraging straight-through processing (STP) and direct integration of custodian data.</p>
<p class="x_MsoNoSpacing">Russell Investments’ currency capabilities include an agency-only model with multi-venue access to more than 25 banks and 50 streaming liquidity providers. In 2025, Russell traded over $630 billion in FX and over 190 currency pairs.</p>
<p class="x_MsoNoSpacing">&#8212;&#8212;&#8212;</p>
<h6><strong>Notes:</strong><br />
[1]  All figures quoted are in USD unless specified</h6>
<p>The post <a href="https://www.adviservoice.com.au/2026/05/russell-investments-wins-8-6bn-currency-overlay-mandate/">Russell Investments Wins $8.6bn Currency Overlay Mandate</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Russell Investments appoints Chris Ciompi as chief marketing officer</title>
                <link>https://www.adviservoice.com.au/2026/04/russell-investments-appoints-chris-ciompi-as-chief-marketing-officer/</link>
                <comments>https://www.adviservoice.com.au/2026/04/russell-investments-appoints-chris-ciompi-as-chief-marketing-officer/#respond</comments>
                <pubDate>Tue, 31 Mar 2026 20:20:22 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Brad Jung]]></category>
		<category><![CDATA[Chris Ciompi]]></category>
		<category><![CDATA[Zach Buchwald]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=110516</guid>
                                    <description><![CDATA[<h3>Russell Investments, a global investment solutions provider, today announced the appointment of Chris Ciompi as Chief Marketing Officer (CMO), effective March 30. Ciompi will report to CEO Zach Buchwald and serve on the firm’s Executive Committee.<br />
As CMO, Ciompi will lead Russell Investments’ global marketing function, with responsibility for strengthening brand positioning, enhancing client engagement, and supporting the firm’s growth strategy across institutional, intermediary, and retail markets.</h3>
<p>“We have a long history of innovation as well as deep investment capabilities across the platform,” said Zach Buchwald, Chairman and Chief Executive Officer of Russell Investments. “Our focus within marketing is to connect these capabilities to the needs of our clients, and to ensure that Russell drives the conversations on portfolio construction and implementation across the industry. Chris brings the experience and judgment to lead this effort.”</p>
<p>Ciompi joins Russell Investments from Lippincott, a global brand and innovation consultancy, where he served as a Senior Partner, advising financial services organisations on marketing strategy and transformation. Previously, he led marketing at Euromoney Institutional Investor, Clarity AI, and Global X ETFs. He also served as Group Head of Financial Services at Edelman and began his business career as a consultant at McKinsey &amp; Company after earning his MBA from Duke University.</p>
<p>“I’m excited to join Russell Investments at a time of strong momentum for the firm,” Ciompi said. “The combination of its global platform, clear client focus, and recent growth creates a compelling foundation to further strengthen how we engage clients and communicate the value we deliver.”</p>
<p>Brad Jung has served as interim leader of the marketing function.</p>
]]></description>
                                            <content:encoded><![CDATA[<h3>Russell Investments, a global investment solutions provider, today announced the appointment of Chris Ciompi as Chief Marketing Officer (CMO), effective March 30. Ciompi will report to CEO Zach Buchwald and serve on the firm’s Executive Committee.<br />
As CMO, Ciompi will lead Russell Investments’ global marketing function, with responsibility for strengthening brand positioning, enhancing client engagement, and supporting the firm’s growth strategy across institutional, intermediary, and retail markets.</h3>
<p>“We have a long history of innovation as well as deep investment capabilities across the platform,” said Zach Buchwald, Chairman and Chief Executive Officer of Russell Investments. “Our focus within marketing is to connect these capabilities to the needs of our clients, and to ensure that Russell drives the conversations on portfolio construction and implementation across the industry. Chris brings the experience and judgment to lead this effort.”</p>
<p>Ciompi joins Russell Investments from Lippincott, a global brand and innovation consultancy, where he served as a Senior Partner, advising financial services organisations on marketing strategy and transformation. Previously, he led marketing at Euromoney Institutional Investor, Clarity AI, and Global X ETFs. He also served as Group Head of Financial Services at Edelman and began his business career as a consultant at McKinsey &amp; Company after earning his MBA from Duke University.</p>
<p>“I’m excited to join Russell Investments at a time of strong momentum for the firm,” Ciompi said. “The combination of its global platform, clear client focus, and recent growth creates a compelling foundation to further strengthen how we engage clients and communicate the value we deliver.”</p>
<p>Brad Jung has served as interim leader of the marketing function.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/04/russell-investments-appoints-chris-ciompi-as-chief-marketing-officer/">Russell Investments appoints Chris Ciompi as chief marketing officer</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Russell Investments opens private markets for retail investors with launch on North platform </title>
                <link>https://www.adviservoice.com.au/2026/03/russell-investments-opens-private-markets-for-retail-investors-with-launch-on-north-platform/</link>
                <comments>https://www.adviservoice.com.au/2026/03/russell-investments-opens-private-markets-for-retail-investors-with-launch-on-north-platform/#respond</comments>
                <pubDate>Thu, 26 Mar 2026 20:30:50 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[David Hutchison]]></category>
		<category><![CDATA[Neil Rogan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=110376</guid>
                                    <description><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Russell Investments has launched a Private Markets Managed Portfolio, bringing a portfolio of private equity, private credit and real assets onto AMP’s North platform with a minimum investment of $25,000 for advised clients.</h3>
<p>The portfolio is designed to address longstanding barriers to private markets implementation, including high minimum investments, complex structures, and limited accessibility within advised client portfolios.</p>
<p>“Advisers have wanted to incorporate private markets into portfolios for some time, but implementation has been the challenge,” said Neil Rogan, Head of Distribution, Australia and New Zealand at Russell Investments. “Bringing this onto platform with a lower minimum investment makes it far more practical to use in everyday client portfolios.”</p>
<p>David Hutchison, General Manager of Managed Portfolios and Investments at AMP, said: “We’re seeing strong demand from advisers to incorporate private markets into diversified portfolios, but access and implementation have been key constraints. Expanding our investment menu with the addition of Russell Investments’ Private Markets Managed Portfolio on North helps address those barriers in a way that is practical for advisers and their clients, providing true diversification through a well-governed menu.”</p>
<p>A growing share of global companies are staying private for longer, meaning more value creation is occurring outside listed markets. At the same time, adviser demand for private markets exposure is increasing as portfolio construction evolves beyond traditional asset classes.</p>
<p>The portfolio provides diversified exposure across private equity, private credit and real assets, with underlying strategies selected through Russell Investments’ global research platform.</p>
<p>“Manager selection is critical in private markets, where outcomes can vary widely,” Rogan said.</p>
<p>“Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in a format that can be more easily implemented in client portfolios.”</p>
<p>The managed portfolio structure combines private market strategies with more liquid exposures, including ETFs, to help support portfolio management and access to capital over time. It also offers consolidated reporting through the platform.</p>
<p>The portfolio is designed to complement listed equity and fixed income exposures, giving advisers a practical way to introduce private markets as a diversifier within broader client portfolios.</p>
<p>The design reflects Russell Investments’ institutional approach to private markets. Insights from its Private Markets Playbook 2026 highlight the importance of selectivity and manager quality in the current environment, particularly as dispersion in manager outcomes increases.</p>
<p>The portfolio will be available on North from Monday 30 March 2026.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Russell Investments has launched a Private Markets Managed Portfolio, bringing a portfolio of private equity, private credit and real assets onto AMP’s North platform with a minimum investment of $25,000 for advised clients.</h3>
<p>The portfolio is designed to address longstanding barriers to private markets implementation, including high minimum investments, complex structures, and limited accessibility within advised client portfolios.</p>
<p>“Advisers have wanted to incorporate private markets into portfolios for some time, but implementation has been the challenge,” said Neil Rogan, Head of Distribution, Australia and New Zealand at Russell Investments. “Bringing this onto platform with a lower minimum investment makes it far more practical to use in everyday client portfolios.”</p>
<p>David Hutchison, General Manager of Managed Portfolios and Investments at AMP, said: “We’re seeing strong demand from advisers to incorporate private markets into diversified portfolios, but access and implementation have been key constraints. Expanding our investment menu with the addition of Russell Investments’ Private Markets Managed Portfolio on North helps address those barriers in a way that is practical for advisers and their clients, providing true diversification through a well-governed menu.”</p>
<p>A growing share of global companies are staying private for longer, meaning more value creation is occurring outside listed markets. At the same time, adviser demand for private markets exposure is increasing as portfolio construction evolves beyond traditional asset classes.</p>
<p>The portfolio provides diversified exposure across private equity, private credit and real assets, with underlying strategies selected through Russell Investments’ global research platform.</p>
<p>“Manager selection is critical in private markets, where outcomes can vary widely,” Rogan said.</p>
<p>“Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in a format that can be more easily implemented in client portfolios.”</p>
<p>The managed portfolio structure combines private market strategies with more liquid exposures, including ETFs, to help support portfolio management and access to capital over time. It also offers consolidated reporting through the platform.</p>
<p>The portfolio is designed to complement listed equity and fixed income exposures, giving advisers a practical way to introduce private markets as a diversifier within broader client portfolios.</p>
<p>The design reflects Russell Investments’ institutional approach to private markets. Insights from its Private Markets Playbook 2026 highlight the importance of selectivity and manager quality in the current environment, particularly as dispersion in manager outcomes increases.</p>
<p>The portfolio will be available on North from Monday 30 March 2026.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/03/russell-investments-opens-private-markets-for-retail-investors-with-launch-on-north-platform/">Russell Investments opens private markets for retail investors with launch on North platform </a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Russell Investments and Invest Blue open the door to private markets for Australian retail investors</title>
                <link>https://www.adviservoice.com.au/2025/10/russell-investments-and-invest-blue-open-the-door-to-private-markets-for-australian-retail-investors/</link>
                <comments>https://www.adviservoice.com.au/2025/10/russell-investments-and-invest-blue-open-the-door-to-private-markets-for-australian-retail-investors/#respond</comments>
                <pubDate>Mon, 27 Oct 2025 20:25:16 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Alex Donald]]></category>
		<category><![CDATA[Chris Ogilvie]]></category>
		<category><![CDATA[Neil Rogan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=107319</guid>
                                    <description><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Russell Investments and financial advice firm Invest Blue has announced the launch of the <em>Cornerstone Private Markets Managed Portfolio</em>, offering everyday advised clients exposure to private assets that remain out of reach for most Australians.</h3>
<p>Private companies are staying private longer – and some may never go public at all. This means many investors risk missing out on the growth stories driving industries of the future. The Cornerstone Private Markets Managed Portfolio seeks to solve this gap by offering a simple, advised pathway into private equity, private credit and real assets.</p>
<p>With a minimum initial $25,000 investment the new portfolio uses a separately managed account structure, developed in collaboration with Ironbark, to give qualified advised clients of Invest Blue diversified access to institutional-quality private market opportunities within structures designed for retail investors.</p>
<h2>Partner perspectives</h2>
<p>“For too long, access to private markets has been limited to large institutions and ultra-wealthy investors. But many of the world’s most innovative and successful companies are choosing to stay private. This managed portfolio allows our clients to participate in those opportunities – through a carefully designed structure for retail investors,” said Chris Ogilvie, Chief Investment Officer at Invest Blue.</p>
<p>“Russell Investments has been investing in private markets for more than 50 years. Our global scale and manager research means we can help open the door for Australian advised clients to participate in institutional-grade opportunities – overcoming many of the traditional barriers faced by retail investors,” said Neil Rogan, Head of Distribution, Australia at Russell Investments.</p>
<p>“Private markets are increasingly being recognised by advisers as an important source of diversification and long-term return potential. At Ironbark, we saw a real opportunity to democratise access to these assets through a retail-compatible managed account structure that features institutional-grade controls around governance, transparency, and liquidity management,” said Alex Donald, CEO, Investment Solutions, Ironbark.</p>
<h2>How the portfolio works</h2>
<p>The Cornerstone Private Markets Managed Portfolio:</p>
<ul>
<li>Invests across 3 to 15 holdings in private equity, private credit and real assets &#8212; delivering the type of diversification across private markets assets normally only possible for institutional investors</li>
<li>Combines evergreen, open-ended strategies with listed exposures, such as exchange-traded funds, to help provide staged access to capital</li>
<li>Monthly pricing and platform-based reporting</li>
<li>Will initially be available on the BT Panorama platform to advisers who meet criteria set by Invest Blue.</li>
</ul>
<h2>Global research and manager selection</h2>
<p>Russell Investments’ global private markets research platform continuously monitors more than 9,000 private markets strategies worldwide, but only about 100 currently earn a “buy” rating.</p>
<p>“Manager selection is critical in private markets, where performance can vary widely. Our global scale allows us to identify and partner with the very best, giving retail clients institutional-grade access with greater confidence,” Rogan said.</p>
<h2>Why this matters</h2>
<ul>
<li>Companies are staying private longer: the average time before IPO has more than doubled globally in the past two decades</li>
<li>Retail investors risk being locked out of value creation if they only access companies after they go public</li>
<li>Private markets are growing rapidly, now representing trillions of dollars globally and playing a central role in innovation, infrastructure and financing.</li>
</ul>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Russell Investments and financial advice firm Invest Blue has announced the launch of the <em>Cornerstone Private Markets Managed Portfolio</em>, offering everyday advised clients exposure to private assets that remain out of reach for most Australians.</h3>
<p>Private companies are staying private longer – and some may never go public at all. This means many investors risk missing out on the growth stories driving industries of the future. The Cornerstone Private Markets Managed Portfolio seeks to solve this gap by offering a simple, advised pathway into private equity, private credit and real assets.</p>
<p>With a minimum initial $25,000 investment the new portfolio uses a separately managed account structure, developed in collaboration with Ironbark, to give qualified advised clients of Invest Blue diversified access to institutional-quality private market opportunities within structures designed for retail investors.</p>
<h2>Partner perspectives</h2>
<p>“For too long, access to private markets has been limited to large institutions and ultra-wealthy investors. But many of the world’s most innovative and successful companies are choosing to stay private. This managed portfolio allows our clients to participate in those opportunities – through a carefully designed structure for retail investors,” said Chris Ogilvie, Chief Investment Officer at Invest Blue.</p>
<p>“Russell Investments has been investing in private markets for more than 50 years. Our global scale and manager research means we can help open the door for Australian advised clients to participate in institutional-grade opportunities – overcoming many of the traditional barriers faced by retail investors,” said Neil Rogan, Head of Distribution, Australia at Russell Investments.</p>
<p>“Private markets are increasingly being recognised by advisers as an important source of diversification and long-term return potential. At Ironbark, we saw a real opportunity to democratise access to these assets through a retail-compatible managed account structure that features institutional-grade controls around governance, transparency, and liquidity management,” said Alex Donald, CEO, Investment Solutions, Ironbark.</p>
<h2>How the portfolio works</h2>
<p>The Cornerstone Private Markets Managed Portfolio:</p>
<ul>
<li>Invests across 3 to 15 holdings in private equity, private credit and real assets &#8212; delivering the type of diversification across private markets assets normally only possible for institutional investors</li>
<li>Combines evergreen, open-ended strategies with listed exposures, such as exchange-traded funds, to help provide staged access to capital</li>
<li>Monthly pricing and platform-based reporting</li>
<li>Will initially be available on the BT Panorama platform to advisers who meet criteria set by Invest Blue.</li>
</ul>
<h2>Global research and manager selection</h2>
<p>Russell Investments’ global private markets research platform continuously monitors more than 9,000 private markets strategies worldwide, but only about 100 currently earn a “buy” rating.</p>
<p>“Manager selection is critical in private markets, where performance can vary widely. Our global scale allows us to identify and partner with the very best, giving retail clients institutional-grade access with greater confidence,” Rogan said.</p>
<h2>Why this matters</h2>
<ul>
<li>Companies are staying private longer: the average time before IPO has more than doubled globally in the past two decades</li>
<li>Retail investors risk being locked out of value creation if they only access companies after they go public</li>
<li>Private markets are growing rapidly, now representing trillions of dollars globally and playing a central role in innovation, infrastructure and financing.</li>
</ul>
<p>The post <a href="https://www.adviservoice.com.au/2025/10/russell-investments-and-invest-blue-open-the-door-to-private-markets-for-australian-retail-investors/">Russell Investments and Invest Blue open the door to private markets for Australian retail investors</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Clients want confidence and control – not just returns</title>
                <link>https://www.adviservoice.com.au/2025/08/clients-want-confidence-and-control-not-just-returns/</link>
                <comments>https://www.adviservoice.com.au/2025/08/clients-want-confidence-and-control-not-just-returns/#respond</comments>
                <pubDate>Thu, 28 Aug 2025 21:20:04 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Client Insights]]></category>
		<category><![CDATA[Neil Rogan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=105881</guid>
                                    <description><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3 class="x_Body"><span lang="EN-US">Australians working with financial advisers say the greatest value they receive isn’t just investment returns – it’s confidence, control, and peace of mind, according to new research from Russell Investments, a global investment solutions partner.</span></h3>
<p class="x_Body"><span lang="EN-US">Findings from the new </span><em>2025 Value of an Adviser Report</em><span lang="EN-US">, which surveyed 700 Australian investors (advised and unadvised) and nearly 200 financial advisers in Q2 2025, show that the emotional and behavioural benefits of advice are just as important as technical expertise — and may even carry more weight in client satisfaction.</span></p>
<p class="x_Body"><span lang="EN-US">Among advised clients:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">89% say feeling confident and knowledgeable about their finances is the top financial benefit of advice</span></li>
<li class="x_Body">86% cite feeling more in control of their finances as the top emotional benefit</li>
<li class="x_Body">81% say they are extremely confident in achieving their financial goals — compared with only 28% before receiving advice.</li>
</ul>
<p class="x_Body"><strong><span lang="EN-US">“</span></strong><span lang="EN-US">Advisers have always been technical experts, but this research shows their real competitive edge is helping clients feel calm, capable, and in control,”</span><span lang="EN-US"> said Neil Rogan, Head of Distribution, Australia and New Zealand.</span></p>
<p class="x_Body"><span lang="EN-US">However, advisers and clients don’t always see value the same way. While 70% of advisers believe their main financial contribution is helping clients avoid costly mistakes during periods of market volatility, only 28% of clients agree.</span></p>
<h2 class="x_Body"><span lang="EN-US">A new lens: The Value of an Adviser Index</span></h2>
<p class="x_Body"><span lang="EN-US">The</span><strong><em><span lang="EN-US"> </span></em></strong><em>Value of an Adviser Report</em><span lang="EN-US"> – now in its eighth year – found financial advisers added at least 5.6% in value for clients over the past 12 months. In 2025, Russell Investments introduces a new Value of an Adviser Index, which ranks the report’s five traditional components of advice based on how strongly they drive client satisfaction (methodology below). The highest-scoring elements this year were:</span></p>
<ul>
<li><span lang="EN-US">Technical and emotional expertise</span><span lang="EN-US"> – Index score: 118</span></li>
<li><span lang="EN-US">Appropriate asset allocation</span><span lang="EN-US"> – Index score: 113</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">These ranked ahead of:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">Tax-savvy planning</span><span lang="EN-US"> – 92</span></li>
<li class="x_Body"><span lang="EN-US">Behavioural coaching</span><span lang="EN-US"> – 9</span></li>
<li class="x_Body"><span lang="EN-US">Guidance on financial trade-offs</span><span lang="EN-US"> – 88</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">“<em>The Index shows us that in 2025, technical and emotional expertise, coupled with appropriate asset allocation are the main drivers of client satisfaction. Advisers who focus on these are best placed to deliver the most impactful outcomes</em>,” said Rogan.</span></p>
<h2 class="x_Body"><span lang="EN-US">Advice </span><span lang="EN-US">d</span><span lang="EN-US">elivers </span><span lang="EN-US">m</span><span lang="EN-US">easurable </span><span lang="EN-US">f</span><span lang="EN-US">inancial </span><span lang="EN-US">o</span><span lang="EN-US">utcomes</span></h2>
<p class="x_Body"><span lang="EN-US">Beyond emotional benefits, the research confirms that advice contributes to real financial security and improved wellbeing:</span></p>
<ul>
<li class="x_Body"><strong><span lang="EN-US">Earlier retirement: </span></strong><span lang="EN-US">42% of advised retirees stopped working before age 65 (vs. 20% of never-advised retirees, 80% of whom retired at 65+)</span></li>
<li class="x_Body"><strong><span lang="EN-US">A clear path forward:</span></strong><span lang="EN-US"> 86% of advised clients have a clear and structured financial plan in place.</span></li>
<li class="x_Body"><strong><span lang="EN-US">Control and peace of mind:</span></strong><span lang="EN-US"> 86% of advised clients say they feel more in control of their finances, and 81% report peace of mind about their financial future.</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">“</span>Advice is delivering measurable value, both in financial terms and emotional wellbeing. This is a strong foundation for advisers to build loyalty and referrals,”<span lang="EN-US"> said Rogan.</span></p>
<h2 class="x_Body"><span lang="EN-US">Trust and fee transparency still matter most</span></h2>
<p class="x_Body"><span lang="EN-US">The research also highlighted two essential drivers of client satisfaction:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">Trust</span><span lang="EN-US"> emerged as the foundation of a positive client-adviser relationship.</span></li>
<li class="x_Body">Fee transparency<span lang="EN-US"> continues to be a challenge, with clients rating advisers lower than advisers rate themselves on clarity</span><span lang="EN-US">.</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">Bridging this gap with clearer communication, more client-friendly language, and consistent reinforcement of value can help advisers deepen engagement and satisfaction.</span></p>
<p class="x_Body"><span lang="EN-US">“We want to equip advisers with practical insights they can apply immediately,” said Rogan. “Helping clients feel in control of their financial future is not just a nice-to-have; it’s the core of the value proposition.”</span></p>
<p class="x_Body"><a href="https://email.streem.com.au/c/eJwszkGO3SAMxvHTkB1P4JBAFlnMhmuMHDAdWgJTTNLrVxm97c_-S1_cDW4pTrRru6zzYucVpq99AzvrsOjkLCxW2bDCsQTrFhs2sGCmvK8OEwGF1aKCT62PGJXeFK3CKM6R_uS_8sRcqLNcjAspHNFt8mb37_frOUxl_xrjm8X8IcAL8P1iplJyvYnHSXXwK7RTgA-tDqrjeckCPF4CPFX56xDgU65YQ8Yiv3tLxJxbxSLAj9YKS6xRUrwCjtyqAH9cnCsxS27leowF-BvLRbIlifHOTH06KWaUnQohk8xx_4HPN4j5Y56NhqnvFPNoXRj1Lu-WAz2rX3hNPDrR-eRJ0UJoozQGnTTRWekMRolGbVpjSk7p6d7hfwAAAP__PDuB8A"><span lang="EN-US">Read the <em>2025 Russell Investments’ Value of Adviser Report</em>.</span></a></p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3 class="x_Body"><span lang="EN-US">Australians working with financial advisers say the greatest value they receive isn’t just investment returns – it’s confidence, control, and peace of mind, according to new research from Russell Investments, a global investment solutions partner.</span></h3>
<p class="x_Body"><span lang="EN-US">Findings from the new </span><em>2025 Value of an Adviser Report</em><span lang="EN-US">, which surveyed 700 Australian investors (advised and unadvised) and nearly 200 financial advisers in Q2 2025, show that the emotional and behavioural benefits of advice are just as important as technical expertise — and may even carry more weight in client satisfaction.</span></p>
<p class="x_Body"><span lang="EN-US">Among advised clients:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">89% say feeling confident and knowledgeable about their finances is the top financial benefit of advice</span></li>
<li class="x_Body">86% cite feeling more in control of their finances as the top emotional benefit</li>
<li class="x_Body">81% say they are extremely confident in achieving their financial goals — compared with only 28% before receiving advice.</li>
</ul>
<p class="x_Body"><strong><span lang="EN-US">“</span></strong><span lang="EN-US">Advisers have always been technical experts, but this research shows their real competitive edge is helping clients feel calm, capable, and in control,”</span><span lang="EN-US"> said Neil Rogan, Head of Distribution, Australia and New Zealand.</span></p>
<p class="x_Body"><span lang="EN-US">However, advisers and clients don’t always see value the same way. While 70% of advisers believe their main financial contribution is helping clients avoid costly mistakes during periods of market volatility, only 28% of clients agree.</span></p>
<h2 class="x_Body"><span lang="EN-US">A new lens: The Value of an Adviser Index</span></h2>
<p class="x_Body"><span lang="EN-US">The</span><strong><em><span lang="EN-US"> </span></em></strong><em>Value of an Adviser Report</em><span lang="EN-US"> – now in its eighth year – found financial advisers added at least 5.6% in value for clients over the past 12 months. In 2025, Russell Investments introduces a new Value of an Adviser Index, which ranks the report’s five traditional components of advice based on how strongly they drive client satisfaction (methodology below). The highest-scoring elements this year were:</span></p>
<ul>
<li><span lang="EN-US">Technical and emotional expertise</span><span lang="EN-US"> – Index score: 118</span></li>
<li><span lang="EN-US">Appropriate asset allocation</span><span lang="EN-US"> – Index score: 113</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">These ranked ahead of:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">Tax-savvy planning</span><span lang="EN-US"> – 92</span></li>
<li class="x_Body"><span lang="EN-US">Behavioural coaching</span><span lang="EN-US"> – 9</span></li>
<li class="x_Body"><span lang="EN-US">Guidance on financial trade-offs</span><span lang="EN-US"> – 88</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">“<em>The Index shows us that in 2025, technical and emotional expertise, coupled with appropriate asset allocation are the main drivers of client satisfaction. Advisers who focus on these are best placed to deliver the most impactful outcomes</em>,” said Rogan.</span></p>
<h2 class="x_Body"><span lang="EN-US">Advice </span><span lang="EN-US">d</span><span lang="EN-US">elivers </span><span lang="EN-US">m</span><span lang="EN-US">easurable </span><span lang="EN-US">f</span><span lang="EN-US">inancial </span><span lang="EN-US">o</span><span lang="EN-US">utcomes</span></h2>
<p class="x_Body"><span lang="EN-US">Beyond emotional benefits, the research confirms that advice contributes to real financial security and improved wellbeing:</span></p>
<ul>
<li class="x_Body"><strong><span lang="EN-US">Earlier retirement: </span></strong><span lang="EN-US">42% of advised retirees stopped working before age 65 (vs. 20% of never-advised retirees, 80% of whom retired at 65+)</span></li>
<li class="x_Body"><strong><span lang="EN-US">A clear path forward:</span></strong><span lang="EN-US"> 86% of advised clients have a clear and structured financial plan in place.</span></li>
<li class="x_Body"><strong><span lang="EN-US">Control and peace of mind:</span></strong><span lang="EN-US"> 86% of advised clients say they feel more in control of their finances, and 81% report peace of mind about their financial future.</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">“</span>Advice is delivering measurable value, both in financial terms and emotional wellbeing. This is a strong foundation for advisers to build loyalty and referrals,”<span lang="EN-US"> said Rogan.</span></p>
<h2 class="x_Body"><span lang="EN-US">Trust and fee transparency still matter most</span></h2>
<p class="x_Body"><span lang="EN-US">The research also highlighted two essential drivers of client satisfaction:</span></p>
<ul>
<li class="x_Body"><span lang="EN-US">Trust</span><span lang="EN-US"> emerged as the foundation of a positive client-adviser relationship.</span></li>
<li class="x_Body">Fee transparency<span lang="EN-US"> continues to be a challenge, with clients rating advisers lower than advisers rate themselves on clarity</span><span lang="EN-US">.</span></li>
</ul>
<p class="x_Body"><span lang="EN-US">Bridging this gap with clearer communication, more client-friendly language, and consistent reinforcement of value can help advisers deepen engagement and satisfaction.</span></p>
<p class="x_Body"><span lang="EN-US">“We want to equip advisers with practical insights they can apply immediately,” said Rogan. “Helping clients feel in control of their financial future is not just a nice-to-have; it’s the core of the value proposition.”</span></p>
<p class="x_Body"><a href="https://email.streem.com.au/c/eJwszkGO3SAMxvHTkB1P4JBAFlnMhmuMHDAdWgJTTNLrVxm97c_-S1_cDW4pTrRru6zzYucVpq99AzvrsOjkLCxW2bDCsQTrFhs2sGCmvK8OEwGF1aKCT62PGJXeFK3CKM6R_uS_8sRcqLNcjAspHNFt8mb37_frOUxl_xrjm8X8IcAL8P1iplJyvYnHSXXwK7RTgA-tDqrjeckCPF4CPFX56xDgU65YQ8Yiv3tLxJxbxSLAj9YKS6xRUrwCjtyqAH9cnCsxS27leowF-BvLRbIlifHOTH06KWaUnQohk8xx_4HPN4j5Y56NhqnvFPNoXRj1Lu-WAz2rX3hNPDrR-eRJ0UJoozQGnTTRWekMRolGbVpjSk7p6d7hfwAAAP__PDuB8A"><span lang="EN-US">Read the <em>2025 Russell Investments’ Value of Adviser Report</em>.</span></a></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/08/clients-want-confidence-and-control-not-just-returns/">Clients want confidence and control – not just returns</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Russell Investments appoints Andrew Pease as Head of Investments, APAC</title>
                <link>https://www.adviservoice.com.au/2025/05/russell-investments-appoints-andrew-pease-as-head-of-investments-apac/</link>
                <comments>https://www.adviservoice.com.au/2025/05/russell-investments-appoints-andrew-pease-as-head-of-investments-apac/#respond</comments>
                <pubDate>Thu, 29 May 2025 21:30:50 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Andrew Pease]]></category>
		<category><![CDATA[Jason Edgar]]></category>
		<category><![CDATA[Kate El-Hillow]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=103728</guid>
                                    <description><![CDATA[<div id="attachment_92983" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-92983" class="size-full wp-image-92983" src="https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-92983" class="wp-caption-text">Andrew Pease</p></div>
<h3>Russell Investments has announced the appointment of Andrew Pease as Head of Investments, Asia-Pacific (APAC), reinforcing the firm’s continued commitment to investment excellence and strong client outcomes across the region.</h3>
<p>Pease, who most recently served as Global Chief Investment Strategist and has been a visible voice in global media for more than a decade, brings over 30 years of experience in asset allocation, portfolio strategy, and macroeconomic research. He will relocate from London to Sydney in July, following a multi-week transition and client engagement period in June.</p>
<p>“Andrew is a seasoned investor with a long history at Russell Investments and a deep understanding of global markets,” said Kate El-Hillow, President &amp; Chief Investment Officer. “His appointment reflects our commitment to deepening regional expertise and better aligning our investment platform with client needs across the globe.”</p>
<p>“Our clients across Asia-Pacific increasingly expect access to globally integrated, locally relevant investment solutions,” said Jason Edgar, Head of Asia-Pacific (APAC). “Andrew’s global experience, longstanding client relationships, and deep connection to the region make him ideally positioned to help us deliver on that promise.”</p>
<p>“Andrew’s appointment meaningfully strengthens our investment leadership bench in APAC,” added Jon Eggins, Head of Portfolio Management. “His ability to connect macro insights to portfolio outcomes will directly benefit clients, especially as they navigate an increasingly complex investment landscape.”</p>
<p>In his new role, Pease will lead the investment division in APAC and report to Eggins. He will work closely with local and global teams to deliver innovative, outcome-oriented solutions to clients in the region. His focus will include enhancing the alignment between global research and local portfolio needs, strengthening multi-asset capabilities, and helping clients navigate evolving market challenges with greater precision and insight.</p>
<p>Pease joined Russell Investments in 2006. Prior to serving as Chief Investment Strategist, he held the same role for the Asia-Pacific region. He brings extensive experience as an economist, strategist, fund manager, and former central banker, with previous roles at Macquarie Bank, JPMorgan, Nomura Securities, and the Reserve Bank of Australia.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_92983" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-92983" class="size-full wp-image-92983" src="https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2023/12/Pease-Andrew-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-92983" class="wp-caption-text">Andrew Pease</p></div>
<h3>Russell Investments has announced the appointment of Andrew Pease as Head of Investments, Asia-Pacific (APAC), reinforcing the firm’s continued commitment to investment excellence and strong client outcomes across the region.</h3>
<p>Pease, who most recently served as Global Chief Investment Strategist and has been a visible voice in global media for more than a decade, brings over 30 years of experience in asset allocation, portfolio strategy, and macroeconomic research. He will relocate from London to Sydney in July, following a multi-week transition and client engagement period in June.</p>
<p>“Andrew is a seasoned investor with a long history at Russell Investments and a deep understanding of global markets,” said Kate El-Hillow, President &amp; Chief Investment Officer. “His appointment reflects our commitment to deepening regional expertise and better aligning our investment platform with client needs across the globe.”</p>
<p>“Our clients across Asia-Pacific increasingly expect access to globally integrated, locally relevant investment solutions,” said Jason Edgar, Head of Asia-Pacific (APAC). “Andrew’s global experience, longstanding client relationships, and deep connection to the region make him ideally positioned to help us deliver on that promise.”</p>
<p>“Andrew’s appointment meaningfully strengthens our investment leadership bench in APAC,” added Jon Eggins, Head of Portfolio Management. “His ability to connect macro insights to portfolio outcomes will directly benefit clients, especially as they navigate an increasingly complex investment landscape.”</p>
<p>In his new role, Pease will lead the investment division in APAC and report to Eggins. He will work closely with local and global teams to deliver innovative, outcome-oriented solutions to clients in the region. His focus will include enhancing the alignment between global research and local portfolio needs, strengthening multi-asset capabilities, and helping clients navigate evolving market challenges with greater precision and insight.</p>
<p>Pease joined Russell Investments in 2006. Prior to serving as Chief Investment Strategist, he held the same role for the Asia-Pacific region. He brings extensive experience as an economist, strategist, fund manager, and former central banker, with previous roles at Macquarie Bank, JPMorgan, Nomura Securities, and the Reserve Bank of Australia.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/05/russell-investments-appoints-andrew-pease-as-head-of-investments-apac/">Russell Investments appoints Andrew Pease as Head of Investments, APAC</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Australians would be $46 billion better off with personalised MySuper strategies</title>
                <link>https://www.adviservoice.com.au/2025/05/australians-would-be-46-billion-better-off-with-personalised-mysuper-strategies/</link>
                <comments>https://www.adviservoice.com.au/2025/05/australians-would-be-46-billion-better-off-with-personalised-mysuper-strategies/#respond</comments>
                <pubDate>Wed, 21 May 2025 21:15:22 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Superannuation]]></category>
		<category><![CDATA[Jason Edgar]]></category>
		<category><![CDATA[Joel Atputharaj]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=103502</guid>
                                    <description><![CDATA[<div id="attachment_97215" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-97215" class="wp-image-97215 size-full" src="https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-97215" class="wp-caption-text">In general, people should take on more investment risk earlier in their careers and reduce that risk as they near retirement.</p></div>
<h3>Australians in default superannuation investment strategies (MySuper) would be collectively $46 billion better off if their investments had been personalised to their age, according to new analysis from leading global investment firm Russell Investments. That translates to an average uplift of approximately $3,200 for each MySuper account holder.</h3>
<p>Using its GoalTracker<sup>®</sup> strategy as a benchmark, Russell Investments compared the performance of its age-based MySuper solution to the industry’s MySuper options* over the five years to March 2025. The firm estimates that 14.5 million MySuper accounts would have achieved an average retirement savings uplift of 6.6% over the period if their investments had been aligned to their age.</p>
<p>“Russell Investments launched GoalTracker five years ago to help Australians close the gap between the income needed for the retirement they want and what they are on track to achieve,” said Jason Edgar, Head of Asia Pacific at Russell Investments.</p>
<p>“Many Australians remain in one-size-fits-all investment strategies that don’t reflect their individual needs. We now have the track record to prove that personalising super through age-based investing and individualised strategies improves retirement outcomes.”</p>
<p>While age is a valuable starting point, meaningful personalisation goes further. Helping individuals set a clear retirement income goal provides the foundation for stronger engagement and smarter decisions – from how much to contribute, to how to invest and when to retire. With the right goal in place, super can work harder toward the lifestyle each person wants after work.</p>
<p>“GoalTracker gives participants tangible measures of progress, not just a lump sum or return number, but a view of what their income in retirement could look like and how that is tracking against their retirement lifestyle goal,” Edgar added. “And we’re seeing stronger engagement and outcomes as a result.”</p>
<p>According to Russell Investments, more than half (55%) of its super fund members who have set a retirement income goal are now on track or exceeding their desired outcome – a 43 percent increase since the GoalTracker tools launched in 2020.</p>
<p>“This demonstrates a willingness among Australians to engage with their super, set a retirement income goal and track to it,” Edgar said.</p>
<p>Russell Investments emphasised that super funds have a powerful role to play in improving long-term outcomes, whether by supporting better contribution habits or managing investment risk dynamically on behalf of people.</p>
<p>“Good decisions early and throughout a person’s working life can make a huge difference,” said Joel Atputharaj, Director, Retirement Solutions at Russell Investments.</p>
<p>“In general, people should take on more investment risk earlier in their careers and reduce that risk as they near retirement. But knowing how a person is tracking toward their retirement income goal allows us to go further.</p>
<p>“Two people might be a few years out from retirement but need very different strategies. Someone who’s on track can afford to reduce risk and preserve what they’ve built, while someone tracking behind might need to take more risk, contribute more, and/or retire a little later to catch up. That’s the power of knowing where you stand and adjusting accordingly.</p>
<p>“This is where experts like Russell Investments can really help – managing asset allocation dynamically to help deliver outcomes based on each person’s actual goals and personal circumstances,” Atputharaj added.</p>
<p>Russell Investments, through the Russell Investments Master Trust, manages the investments of iQ Super – for Life, iQ Retirement products, Nationwide Super, Resource Super, and Salaam superannuation. The Russell Investments Master Trust has approximately AUD$12 billion in assets and over 80,000 members (as at 31 March 2025).</p>
<p>The GoalTracker MySuper option launched in March 2020 and has delivered 5-year returns ranging from 8.15% p.a. to 10.83% p.a. across different age bands**.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6>*Source: Chant West MySuper data.<br />
**As of 31 March 2025. GoalTracker inception date is 26 March 2020. Returns are net of investment fees, costs and investment taxes (where applicable), and also net of the trustee administration fee. Source: Russell Investments. Past performance is not a reliable indicator of future performance.</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_97215" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-97215" class="wp-image-97215 size-full" src="https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/performance-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-97215" class="wp-caption-text">In general, people should take on more investment risk earlier in their careers and reduce that risk as they near retirement.</p></div>
<h3>Australians in default superannuation investment strategies (MySuper) would be collectively $46 billion better off if their investments had been personalised to their age, according to new analysis from leading global investment firm Russell Investments. That translates to an average uplift of approximately $3,200 for each MySuper account holder.</h3>
<p>Using its GoalTracker<sup>®</sup> strategy as a benchmark, Russell Investments compared the performance of its age-based MySuper solution to the industry’s MySuper options* over the five years to March 2025. The firm estimates that 14.5 million MySuper accounts would have achieved an average retirement savings uplift of 6.6% over the period if their investments had been aligned to their age.</p>
<p>“Russell Investments launched GoalTracker five years ago to help Australians close the gap between the income needed for the retirement they want and what they are on track to achieve,” said Jason Edgar, Head of Asia Pacific at Russell Investments.</p>
<p>“Many Australians remain in one-size-fits-all investment strategies that don’t reflect their individual needs. We now have the track record to prove that personalising super through age-based investing and individualised strategies improves retirement outcomes.”</p>
<p>While age is a valuable starting point, meaningful personalisation goes further. Helping individuals set a clear retirement income goal provides the foundation for stronger engagement and smarter decisions – from how much to contribute, to how to invest and when to retire. With the right goal in place, super can work harder toward the lifestyle each person wants after work.</p>
<p>“GoalTracker gives participants tangible measures of progress, not just a lump sum or return number, but a view of what their income in retirement could look like and how that is tracking against their retirement lifestyle goal,” Edgar added. “And we’re seeing stronger engagement and outcomes as a result.”</p>
<p>According to Russell Investments, more than half (55%) of its super fund members who have set a retirement income goal are now on track or exceeding their desired outcome – a 43 percent increase since the GoalTracker tools launched in 2020.</p>
<p>“This demonstrates a willingness among Australians to engage with their super, set a retirement income goal and track to it,” Edgar said.</p>
<p>Russell Investments emphasised that super funds have a powerful role to play in improving long-term outcomes, whether by supporting better contribution habits or managing investment risk dynamically on behalf of people.</p>
<p>“Good decisions early and throughout a person’s working life can make a huge difference,” said Joel Atputharaj, Director, Retirement Solutions at Russell Investments.</p>
<p>“In general, people should take on more investment risk earlier in their careers and reduce that risk as they near retirement. But knowing how a person is tracking toward their retirement income goal allows us to go further.</p>
<p>“Two people might be a few years out from retirement but need very different strategies. Someone who’s on track can afford to reduce risk and preserve what they’ve built, while someone tracking behind might need to take more risk, contribute more, and/or retire a little later to catch up. That’s the power of knowing where you stand and adjusting accordingly.</p>
<p>“This is where experts like Russell Investments can really help – managing asset allocation dynamically to help deliver outcomes based on each person’s actual goals and personal circumstances,” Atputharaj added.</p>
<p>Russell Investments, through the Russell Investments Master Trust, manages the investments of iQ Super – for Life, iQ Retirement products, Nationwide Super, Resource Super, and Salaam superannuation. The Russell Investments Master Trust has approximately AUD$12 billion in assets and over 80,000 members (as at 31 March 2025).</p>
<p>The GoalTracker MySuper option launched in March 2020 and has delivered 5-year returns ranging from 8.15% p.a. to 10.83% p.a. across different age bands**.</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6>*Source: Chant West MySuper data.<br />
**As of 31 March 2025. GoalTracker inception date is 26 March 2020. Returns are net of investment fees, costs and investment taxes (where applicable), and also net of the trustee administration fee. Source: Russell Investments. Past performance is not a reliable indicator of future performance.</h6>
<p>The post <a href="https://www.adviservoice.com.au/2025/05/australians-would-be-46-billion-better-off-with-personalised-mysuper-strategies/">Australians would be $46 billion better off with personalised MySuper strategies</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Reach Alts partners with Russell Investments to expand private market access for Australian investors</title>
                <link>https://www.adviservoice.com.au/2025/04/reach-alts-partners-with-russell-investments-to-expand-private-market-access-for-australian-investors/</link>
                <comments>https://www.adviservoice.com.au/2025/04/reach-alts-partners-with-russell-investments-to-expand-private-market-access-for-australian-investors/#respond</comments>
                <pubDate>Wed, 02 Apr 2025 20:30:03 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Neil Rogan]]></category>
		<category><![CDATA[Sam Phillips]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=102340</guid>
                                    <description><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Reach Alts, a specialist private markets platform, has formed a strategic partnership with leading global investment firm Russell Investments to broaden adviser access to top-tier private market opportunities in Australia.</h3>
<p>The partnership will leverage Russell Investments institutional investment management expertise, global reach and deep research capabilities, enhancing Reach Alts’ existing suite of wholesale funds, which provide access to top-tier global private markets.</p>
<p>The newly launched Reach Global Private Infrastructure Fund provides wholesale investors with seamless access to top-tier unlisted infrastructure investment managers through the Russell Investments Global Unlisted Infrastructure Fund S.C.A., SICAV-RAIF. Underlying investments include high-quality assets across transport, renewables, utilities, and digital infrastructure, offering inflation-linked returns and stable long-term cash flows. It is now available on the Reach Alts platform.</p>
<p>“Our longevity in conducting extensive manager research and due diligence in manager selection and portfolio construction were instrumental in Reach’s decision to partner with us, said Neil Rogan, Head of Distribution for Russell Investments in Australia and New Zealand. “We are well placed to provide further investment and distribution solutions as the partnership progresses. Russell Investments’ open architecture approach aligns perfectly with Reach Alts’ mission to break down barriers and enable advisers to allocate high-quality private markets opportunities for their clients, as well as non-profits such as charities and educational institutions.”</p>
<p>“We are excited to partner with Russell Investments, a global leader in multi-manager investments across both public and private markets,” said Sam Phillips, Chief Executive of Reach Alts. “This partnership strengthens our offering to wholesale investors and advisers, seeking access to institutional-grade private markets, backed by deep research and robust portfolio construction. It’s timely to open access to quality global unlisted infrastructure assets, which play a crucial role in building stable and diversified investment portfolios.”</p>
<p>The Reach Global Private Infrastructure Fund has a minimum investment of $25,000. In line with quarterly asset valuations, the fund will offer quarterly redemptions with a one-year lock-up period. This structure enables investors to benefit from the long-term stability and growth potential of infrastructure assets, as well as understand these assets are less liquid than equities and other listed products.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>Reach Alts, a specialist private markets platform, has formed a strategic partnership with leading global investment firm Russell Investments to broaden adviser access to top-tier private market opportunities in Australia.</h3>
<p>The partnership will leverage Russell Investments institutional investment management expertise, global reach and deep research capabilities, enhancing Reach Alts’ existing suite of wholesale funds, which provide access to top-tier global private markets.</p>
<p>The newly launched Reach Global Private Infrastructure Fund provides wholesale investors with seamless access to top-tier unlisted infrastructure investment managers through the Russell Investments Global Unlisted Infrastructure Fund S.C.A., SICAV-RAIF. Underlying investments include high-quality assets across transport, renewables, utilities, and digital infrastructure, offering inflation-linked returns and stable long-term cash flows. It is now available on the Reach Alts platform.</p>
<p>“Our longevity in conducting extensive manager research and due diligence in manager selection and portfolio construction were instrumental in Reach’s decision to partner with us, said Neil Rogan, Head of Distribution for Russell Investments in Australia and New Zealand. “We are well placed to provide further investment and distribution solutions as the partnership progresses. Russell Investments’ open architecture approach aligns perfectly with Reach Alts’ mission to break down barriers and enable advisers to allocate high-quality private markets opportunities for their clients, as well as non-profits such as charities and educational institutions.”</p>
<p>“We are excited to partner with Russell Investments, a global leader in multi-manager investments across both public and private markets,” said Sam Phillips, Chief Executive of Reach Alts. “This partnership strengthens our offering to wholesale investors and advisers, seeking access to institutional-grade private markets, backed by deep research and robust portfolio construction. It’s timely to open access to quality global unlisted infrastructure assets, which play a crucial role in building stable and diversified investment portfolios.”</p>
<p>The Reach Global Private Infrastructure Fund has a minimum investment of $25,000. In line with quarterly asset valuations, the fund will offer quarterly redemptions with a one-year lock-up period. This structure enables investors to benefit from the long-term stability and growth potential of infrastructure assets, as well as understand these assets are less liquid than equities and other listed products.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/04/reach-alts-partners-with-russell-investments-to-expand-private-market-access-for-australian-investors/">Reach Alts partners with Russell Investments to expand private market access for Australian investors</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Russell Investments appointed to enhance Atrium Investment Management’s investment solutions and client outcomes</title>
                <link>https://www.adviservoice.com.au/2025/03/russell-investments-appointed-to-enhance-atrium-investment-managements-investment-solutions-and-client-outcomes/</link>
                <comments>https://www.adviservoice.com.au/2025/03/russell-investments-appointed-to-enhance-atrium-investment-managements-investment-solutions-and-client-outcomes/#respond</comments>
                <pubDate>Tue, 04 Mar 2025 20:25:33 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Neil Rogan]]></category>
		<category><![CDATA[Tony Edwards]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=101660</guid>
                                    <description><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>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.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>Atrium wanted to re-shape its business for four reasons:</p>
<ul>
<li>to improve client outcomes across its range of portfolios</li>
<li>to lower costs for clients through scale</li>
<li>to access a larger research capability across all asset classes and underlying managers</li>
<li>to increase speed between portfolio decision making and execution.</li>
</ul>
<p>“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.</p>
<p>“Our strong approach to risk management, portfolio implementation and capital market forecasting also set us apart during the due diligence process.”</p>
<p>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.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_101662" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-101662" class="size-full wp-image-101662" src="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/03/rogan-neil-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-101662" class="wp-caption-text">Neil Rogan</p></div>
<h3>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.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>Atrium wanted to re-shape its business for four reasons:</p>
<ul>
<li>to improve client outcomes across its range of portfolios</li>
<li>to lower costs for clients through scale</li>
<li>to access a larger research capability across all asset classes and underlying managers</li>
<li>to increase speed between portfolio decision making and execution.</li>
</ul>
<p>“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.</p>
<p>“Our strong approach to risk management, portfolio implementation and capital market forecasting also set us apart during the due diligence process.”</p>
<p>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.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/03/russell-investments-appointed-to-enhance-atrium-investment-managements-investment-solutions-and-client-outcomes/">Russell Investments appointed to enhance Atrium Investment Management’s investment solutions and client outcomes</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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