Industry awards
and recognition
We receive many awards, but the greatest recognition is a satisfied client.
We're proud to be globally recognised for excellence in the investment industry.
A Top Global Manager of Outsourced Assets
For the 13th year in a row, Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine’s “Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2023). Notably, in CIO’s “2024 OCIO Survey,” which included 26 firms, Russell Investments placed first among the global managers in Healthcare and in the top 10 for Defined Benefit and 401(k), 403(b) or other DC outsourced assets.
A Leading OCIO Provider
For the 14th year in a row, Russell Investments was globally ranked among leading institutional OCIO managers based on outsourced assets under management from 55 firms (as of March 31, 2024) in the 2024 Pensions & Investments’ annual survey of OCIO managers.
Fiduciary Management
of the Year
Russell Investments was named the "Fiduciary Management of the Year" winner at the 2022 European Pensions Awards. Chosen among seven finalists in this category, Pensions Age and European Pensions cited, "With reference to impressive case studies, this firm demonstrated how it has boosted client funding levels, won new mandates, heightened its ESG focus, and launched new reporting and online tools."2
A Leading Consultant in Worldwide Assets
For the 16th year in a row, Russell Investments was globally ranked as one of the top 12 largest consultants. The ranking is based on worldwide institutional assets under advisement (AUA) from 58 firms (as of June 30, 2024) in the 2024 Pensions & Investments “Special Report: Investment Consultants”.
2024 - Factor Investing Offering of the Year
Russell Investments was named the “Factor Investing Offering of the Year” winner at the 2024 Pensions Age Awards. The judges praised Russell Investments’ deep comprehension of the significance of factor investing in the pension sector and their dedication to meeting client needs, thus establishing a high standard for the industry. 3
2024 – Factor Investing Offering of the Year
Russell Investments was named the "Factor Investing Offering of the Year" winner at the 2024 European Pensions Awards. The judges praised Russell Investments for its passion and expertise in the factor investing space, as well as its performance and innovation.4
Perfect Scores: Outperformer in Multiple Categories
Russell Investments was ranked first in multiple categories in The TRADE’s inaugural “Outsourced Trading Survey” published November 2023 (out of 14 providers), receiving four perfect scores in: Client service and relationship management; Onboarding; Business model and other factors; and Cost versus value for money. The survey reported, “Overall, the firm outscores the survey average by 62bps.” A client comment referred to Russell Investments as “the best team and partner” and “always looking after us and steering us when markets turn.” 5
A Leading Overlay Services Manager
For 20 consecutive years, Russell Investments has maintained its position among the leading U.S. institutional managers of overlay assets from 24 firms (as of December 31, 2023) in the 2024 Pensions & Investments' "Special Report: Money Managers."
A Leading Factor-Based Strategies Manager
In 2023, Russell Investments was globally ranked as one of the top 10 largest managers of factor-based strategies. This ranking is based on worldwide assets under management (AUM) from 58 firms (as of December 31, 2022) in the 2023 Pensions & Investments’ (P&I) "Special Report: Money Managers."
In 2024, P&I eliminated this question from their survey.
Currency Manager
of the Year
Russell Investments was named the "Currency Manager the Year" winner at Pensions Expert's 2022 Pension and Investment Provider Awards for performance, innovation, and service standards.6
Influential
Leaders
Russell Investments' President & Chief Investment Officer Kate El-Hillow was named one of Pensions & Investments’ 2024 Most Influential Women in Institutional Investing. According to P&I, this award highlights exceptional women who have made a significant impact in the industry.
iCXA 2023 Silver Award Winner
2023 iCXA (International Customer Experience Awards) silver award winner for Best Innovation in Customer Experience for GoalTracker.
Highest Rating for Superannuation
Russell iQ Super – Employer, General and Saver awarded '5 Apples' by Chant West.6
Highest Rating for Pension
Russell iQ Retirement™ has been awarded Chant West's highest rating of '5 Apples' every year since its inception in 2007.6,7
Heron Quality Star Rating 2025
Awarded five Heron Quality Stars for Russell Investments Master Trust iQ Super – For Life and iQ Super – Employer.
Heron Top 10 Insurance Features 2025
Russell Investments Master Trust iQ Super – Employer ranked in the Top 10 Corporate Product for Insurance Features.
Heron MySuper Five Star Rating 2025
Awarded 5 Heron Quality Stars for the MySuper Investment Option in Russell Investments Master Trust iQ Super – For Life and iQ Super – Employer.
2022
Our award winning, actively managed, Multi-asset Funds have been rated by Lonsec as ‘Recommended’ in 2022.8
Innovation Award: Technology Innovation
Global publication Pensions & Investments' WorldPensionSummit awarded the Innovation Award in Technology Innovation to GoalTracker® at its 2020 Innovation Awards. The awards were announced as a part of the 2020 World Pension Summit from The Hague, Netherlands.
Best Member Engagement Innovation
Celebrating the best in superannuation, Money Management and Super Review, together with their research partner Heron Partnership, named GoalTracker® the winner of the Best Member Engagement Innovation at the Super Review Super Fund of the Year Awards 2020.
Superior Rating for Multi-Asset Managed Portfolios
Russell Investments Managed Portfolios have been rated Superior by SQM Research9 for world class manager research capabilities and management of multi-asset portfolios.
Best Fund: Innovation 2020
GoalTracker® received the Best Fund: Innovation award at the 2020 Chant West Super Fund Awards.6
Winner of Money Magazine’s 2019 Best Fund Manager
Money Magazine’s Best of the Best awards recognise outstanding financial products and services. In 2019 Russell Investments was awarded Best of the Best Gold winner in the Fund Manager category.
2019 Multi-Asset Gold Winner
For the sixth year in a row Russell Investments was chosen as Money magazine’s 2019 Best of the Best Gold winner in the Multi-Sector Fund category.
2018 – Best Commercial Personal Product
Russell Investments has been awarded Super Fund of the Year - Best Commercial Product – Personal – Winner – 2018.10
2018 - Multi-Asset, Diversified Fund Manager of the Year
Russell Investments is the winner of the Multi Asset – Diversified Fund Manager of the year 2018 awarded at the Professional Planner / Zenith Fund Awards.11
Innovation Winner - Investment Outsourcing
Russell Investments was named as the winner of CIO Magazine's 2017 Industry Innovation Award for Investment Outsourcing. CIO cited Russell Investments' top client satisfaction rankings in the magazine's 2016 and 2017 OCIO Vendor Ratings surveys, as well as the firm's position as one of the world' largest OCIO providers.12
2017
The Russell Investments Super App was recognised by SuperRatings13 as one of the most innovative products or services developed during the year, adding significant benefit or functionality for members.
2016 - 2018
Our Russell Investments Multi-Asset Funds have been rated Highly Recommended by Zenith.14
We paid the following publication a fee for licensing usage rights of the award logo/badge: THE TRADE.
2 Based on past 18-month fiduciary management activities ending December 31, 2021.
3 Based on business activities ending January 19, 2024.
4 Based on business activities ending December 31, 2023.
5 Clients were not compensated for participating in this survey.
6 Based on business activities ending December 31, 2021. Recipient winners were invited to the publication's awards ceremony, in which we purchased an event table and received licensing usage rights of the award logo/badge.
We paid the following publications a fee for licensing usage rights of the award logo/badge: Pensions & Investments' (P&I), The Trade, and CIO magazine.
Short-listed recipients were invited to the following publications' awards ceremonies, in which we purchased an event table and received licensing usage rights of the award logo/badge: European Pensions and Pensions Age.
6 Based on business activities ending December 31, 2021. Recipient winners were invited to the publication's awards ceremony, in which we purchased an event table and received licensing usage rights of the award logo/badge.
We paid the following publications a fee for licensing usage rights of the award logo/badge: Pensions & Investments' (P&I), The Trade, and CIO magazine.
Short-listed recipients were invited to the following publications' awards ceremonies, in which we purchased an event table and received licensing usage rights of the award logo/badge: European Pensions and Pensions Age.
6 © The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West rating (assigned Feb 2025) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.
7 Prior to 2015 this product was known as Russell Private Active Pension.
8 The ratings issued (03/2022 RIM0002AU, 03/2022 RIM0003AU, 03/2022 RIM0001AU, 03/2022 RIM0004AU, 03/2022 RIM0034AU, 03/2022 RIM0023AU, 03/2022 RIM0024AU, 03/2022 RIM0025AU, 03/2022 RIM0098AU, 03/2022 RIM0087AU, 03/2022 RIM0089AU) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is for illustrative purposes only and is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses comprehensive and objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.
9 The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.10 © 2018 FE Money Management Pty Ltd all rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management Pty Ltd (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management Pty Ltd or The Heron Partnership (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management Pty Ltd shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management Pty Ltd does not guarantee that a fund will perform inline with its Super Fund of the Year award as it reflects past performance only. Likewise, the Super Fund of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund and should not be used as the sole basis for making any investment decision.
11 The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
12 The CIO Industry Innovation Awards have various categories; recipients may differ each year and not be repeated.
13 The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2021 SuperRatings. All rights reserved.
14 The Zenith Investment Partners (" Zenith ") Australian Financial Services License No. 226872 rating October 2017 referred to in this document is limited to "General Advice " (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/process-methodology