A managed account, also called a managed portfolio, is a ready-made portfolio of investments that is professionally managed for you. It can include managed funds, ETFs and shares, with an investment team deciding what to invest in and making changes over time.
Managed portfolios
Our managed portfolios blend leading managers and investment strategies in a diversified, adaptive and efficient portfolio.
Russell Investments sustainable managed accounts declared Winner in the Responsible Investing category at the IMAP Managed Account Industry Awards 2025.
Russell Investments Managed Portfolios have been rated Superior for world class manager research capabilities and robust strategic and dynamic asset allocation based process. 1
Russell Investments sustainable managed accounts declared Winner in the Responsible Investing category at the IMAP Managed Account Industry Awards 2025 and 2026.
INTRODUCING OUR MANAGED PORTFOLIOS
Invest without boundaries & deliver more for your clients
Clients expect expert guidance. With access to world-class investment solutions, advisers can offer broader opportunities, deeper insights, and stronger portfolio management—without the burden of managing it all alone.
WHAT SETS US APART
Why Partner with Russell Investments?
Our managed portfolios are backed by an experienced team of over 340+ professionals who continuously search for future opportunities.
A global investment network, working for you
Gain access to real-time market insights, institutional strategies, and hands-on portfolio oversight.
Exclusive investment access
Unrivalled access to developed and emerging markets, public and private assets, and alternatives.
Smarter risk management for stronger outcomes
Continuous monitoring and adjusting of portfolios to anticipate and respond to market shifts.
A portfolio built around your clients' needs
Every investor is different, and your clients deserve a portfolio that reflects their unique goals and risk preferences. With Russell Investments Managed Portfolios, you can offer:
A range of investment options
Tailored to different risk profiles and objectives.
Blended active and passive strategies,
Combining actively managed funds, ETFs, and direct shares.
Direct share ownership benefits
Including dividends, franking credits, and tax-efficient structuring.
Platform availability
Where can you access our managed portfolios?
| Platforms | Russell Investments Managed Portfolios | Russell Investments Sustainable Managed Portfolios | Russell Investments Private Markets Managed Portfolios | Russell Investments Strategic Index Managed Portfolios | Retirement Solution Managed Portfolios |
|---|---|---|---|---|---|
| North | ✓ | ✓ | ✓ | ||
| BT | ✓ | ✓ | |||
| Colonial First State | ✓ | ✓ | |||
| HUB24 | ✓ | ✓ | ✓ | ||
| Macquarie | ✓ | ||||
| Netwealth | ✓ | ✓ | |||
| Præmium | ✓ | ||||
| MLC Expand | ✓ |
Managed investments available to you
Explore our suite of managed portfolios
Enhance your advice, scale your practice
Now you can provide world-class investment solutions without the time and resource burden of managing portfolios yourself. By leveraging institutional expertise, risk oversight, and exclusive investment access, you can focus on deepening client relationships, strengthening trust, and growing your business. Discover how Russell Investments can support your practice.
Meeting the demand for sustainable investing
More clients are looking to align their investments with their values. Our sustainable managed portfolios integrate ESG principles and aim to reduce carbon exposure while maintaining strong financial performance—helping you offer responsible investment solutions that don’t compromise on return potential.2
Access private markets through a managed portfolio
Private markets have historically been out of reach for retail investors. Our Private Markets Managed Portfolio now gives advisers a new way to access private equity, private credit and real assets through a single access point within a professionally managed portfolio.
QUARTERLY UPDATE
Quarterly update for Q2 2026
Insights to power your advice
Sharing our views on what’s shaping the global outlook, how we’re adjusting portfolios in response, and a look at performance highlights.
Portfolio manager update
Senior Portfolio Manager, Alex Cousley, shares what’s been happening in the markets, how our managed portfolios are tracking, and what we’re keeping an eye on next.
Keep clients in the know
Here’s a simple, client-friendly newsletter to help you talk about managed portfolios with ease. It covers market updates and portfolio highlights in a way that’s easy to understand, so your clients stay informed and confident.
Meet the team
Our team of experts is ready to help.
Neil Rogan
Managing Director, Head of Distribution
Hemant Raval
Key Account Manager
Terry Tyrrell
Regional Manager - NSW/ACT
Laurence Gamboa
Regional Manager -
NSW/ACT
Ross Nayler
Regional Manager -
WA/SA/NT
Peter Poulopoulos
Regional Manager –
VIC/TAS
Aydin Sipahi
Regional Manager –
VIC
James Noone
Regional Manager - QLD
Jack Fitzgerald
Regional Manager – QLD
FAQs
Yes. Investment changes can be made centrally across client portfolios rather than advisers having to make the same changes individually for each client. This can make portfolios easier and more efficient to manage, although it does not guarantee better investment returns.
A managed portfolio can reduce the operational burden of researching, implementing and maintaining model portfolios across client accounts. This can reduce the time advisers spend managing investments and give them more time to focus on their client relationships and financial advice.
A managed portfolio gives you professional investment management, with greater transparency and control over your investments. You can typically see exactly what you own, while direct ownership of investments, such as shares, can offer tax benefits, including access to franking credits. The portfolio is monitored and updated for you, so you don’t have to manage each investment yourself.
It means your money is invested in a professionally managed portfolio designed for a particular goal and level of risk. Depending on the structure, you may directly own some of the investments, such as shares, which can provide greater transparency and potential tax benefits. The portfolio manager monitors the investments and can make changes as market conditions and portfolio needs evolve.
A model portfolio is a blueprint for how a portfolio should be invested to meet a particular investment objective and level of risk. It sets out which investments to hold and how much to invest in each. The portfolio manager updates the model when changes are needed, and the investment platform uses it to keep investors’ portfolios aligned with those changes.
In a managed fund, your money is pooled with other investors, and you own units in the fund, rather than the investments (such as shares) themselves. In a managed account, you hold the investments in your individual account and typically own them directly. This gives you greater visibility of what you own and can provide more control over your tax outcomes.
A managed account is a broad term for a professionally managed portfolio. An SMA (separately managed account) is a type of managed account where you generally own the underlying investments, such as shares, in your own account. Other types of managed accounts may hold investments differently.
A managed portfolio may suit investors who want professional oversight, diversification and ongoing portfolio maintenance without selecting and rebalancing every investment themselves. Investors who prefer complete control and are comfortable managing their own portfolio may prefer a self-directed approach.
1 The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. The rating applies to the Russell Investments Managed Portfolio – Conservative, Diversified 50, Balanced and Growth; and Russell Investments Sustainable Managed Portfolio – Balanced and Growth. 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 systems 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.
2 The portfolios have exposure to predominantly managers and strategies that seek to have positive sustainable outcomes compared to the portfolio’s benchmark. Refer to the Product Disclosure Statement (PDS) for more information about the benchmark and ESG considerations for the portfolios. A PDS can be obtained by contacting the relevant platform operator(s).