Leola Ross

Leola Ross | Russell Investments


Why ESG matters to investors and investing.

November 2018
Many investors still see environment, social and governance (ESG) factors as values-oriented.

Why ESG matters to investors and investing.

November 2018
Many investors still see environment, social and governance (ESG) factors as values-oriented.

Overview of Negative screening and performance consequences

November 2018
In recent years, an increasing number of investors have formed dual investment goals: maintain strong investment returns while expressing views on specific industries (such as tobacco, carbon or controversial weapons). As part of this demand, investors also want to understand the performance impact of these exclusions on their portfolio. To meet this need, we created thousands of simulated portfolios with various exclusions. Then we evaluated the performance distribution of these portfolios to identify how – and how much – negative screening can materially affect a portfolio.

Overview of Negative screening and performance consequences

November 2018
In recent years, an increasing number of investors have formed dual investment goals: maintain strong investment returns while expressing views on specific industries (such as tobacco, carbon or controversial weapons). As part of this demand, investors also want to understand the performance impact of these exclusions on their portfolio. To meet this need, we created thousands of simulated portfolios with various exclusions. Then we evaluated the performance distribution of these portfolios to identify how – and how much – negative screening can materially affect a portfolio.

Problems of plenty: Can active managers manage their AUM?

January 2018
We’ve been talking a great deal recently about the debate between active management and passive investing. As a multi-asset shop, we take an active AND passive approach to building portfolios. We firmly believe active has a place, but only when you have skill in selecting active managers. Finding the right managers is hard work.

Problems of plenty: Can active managers manage their AUM?

January 2018
We’ve been talking a great deal recently about the debate between active management and passive investing. As a multi-asset shop, we take an active AND passive approach to building portfolios. We firmly believe active has a place, but only when you have skill in selecting active managers. Finding the right managers is hard work.

Managing success: How do active managers handle increasing AUM?

January 2018
Some larger AUM managers can produce strong returns—but how? Our director of investment strategy research, Leola Ross, explores possible reasons and shares our preferences for evaluating managers with increasing AUM.

Managing success: How do active managers handle increasing AUM?

January 2018
Some larger AUM managers can produce strong returns—but how? Our director of investment strategy research, Leola Ross, explores possible reasons and shares our preferences for evaluating managers with increasing AUM.
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