WHO WE ARE

We are a leading global investment solutions partner, dedicated to improving
people's financial security.

Who we help

We work with institutions, financial advisers, and individual investors.

Institutional investors

Institutional homepage
Connect

Financial advisers & investment platforms

Adviser homepage
Connect

Who we serve

We serve some of the world's most iconic investors.

Representative client list as of December 2019. Please note that the logos shown above may be registered trademarks of the organizations represented. Clients may contract for a variety of services from Russell Investments. The identification of the clients listed does not constitute an endorsement or recommendation of Russell Investments' products or services by such client.

Client list selection criteria

Global representative client list was selected from Russell Investments’ complete client roster and clients have given permission to publish their names (as of March 2020). Clients listed hold top AUM and/or AUA within their region and were selected based on who would be most relevant to the target audience of this content. Total assets may or may not represent the total assets consulted on by Russell Investments. Performance-based data was not used in selecting listed clients.

 

How we help

We are a leading global investment solutions partner, dedicated to improving people's financial security.

Holistic outsourcing

A range of holistic solutions, particularly suited to those seeking an oversight role.

Investment management
Corporate super
Adviser solutions

Customised portfolio services

An extensive range of investment services for Corporate and Financial Institutions seeking to enhance their internal capabilities.

For institutions

Funds & strategies

A comprehensive range of funds and strategies including outcome oriented, multi-asset and specialised sectors.

Funds & strategies for institutions
Investment solutions for advisers

 

Our numbers

Global investment strength and experience

#1

fiduciary manager
of the year1

 

#5

retail model provider 2

 

#6

adviser globally3

$426.6b

assets under management4

 

$1.5t

assets under
advice5

 

$3.8t

assets traded6

86

years in business

 

53

years in institutional consulting/manager research


43 / 36

years in EMEA / APAC


37

years providing multi-asset retail model portfolios

32

countries in which we serve clients


93%

very satisfied or satisfied client rating7


A / A+

UNPRI ESG Ratings


~30

years average executive industry experience

All data as of June 2022 unless otherwise noted. Total AUM includes: Institutional and Retail (Russell Investments' Fund and Separate Accounts only), Cash Collateral, Cash & ETFs and 3rd party (notional) assets managed by Investment Services.

1 Source: European Pensions “15th annual European Pensions Awards”, June 2022. Available at:
https://www.europeanpensions.net/awards/
2Source: Morningstar 2022 Model Portfolio Landscape, Morningstar Manager Research June 2022. Available on request.
3Source: Pensions & Investments. (2021, November 29). “Special report: Investment Consultants” and “Client demands push consultants to upgrade tech”. Available at: https://researchcenter.pionline.com/v3/rankings/consultant/specialreports/aua-ww-instl.
4 As of 09/22.
5 As of 06/22.
6As of .12/21
7 Refer to appendix ‘2020 Chatham Partners Client Satisfaction Survey’.

All other data as of 6/21. All figures stated in AUD

Recognition

Trusted by independent investment authorities as one of the world’s leading asset managers.

P&I Top 5 Ranked Consultant Award 2019

Ranked among the leading institutional investment outsourcing providers globally.1.

Ranked as a top global manager of institutional outsourced assets in the world2.

P&I Top 5 Ranked Consultant Award 2019

Ranked as the sixth largest investment consultant3.

Ranked as the number one asset manager model provider4.

Source: Pensions & Investments, “Special report: CIO Outsourcing”, Issue date: June 28, 2021. Available at:
https://www.pionline.com/OCIO2021  
 

2 CIO Magazine. (2021, April). “2021 Outsourced-Chief Investment Officer Survey”. Available at: https://www.ai-cio.com/surveys/2021-outsourced-chief-investment-officer-survey/

3 Pensions & Investments, “Investment Consultants Directory: 2020”. Available at: https://researchcenter.pionline.com/v3/rankings/consultant/datatable

4 Based on total assets. Model providers surveyed during 4Q 2019 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 3.02 Top 25 Asset Manager and ThirdParty Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report U.S. Asset Allocation Model Portfolios 2020.

Awards do not pertain to any funds or products mentioned in this presentation.

APPROACH

Learn how we put the world's leading investment managers to work for you.