Russell Research


Gold Bullion Investing

3/02/2021
Gold has long been viewed as a store of value. However, the ways for investors to efficiently own the world’s most widely held investment commodity continue to evolve over time. Some long-term institutional investors may prefer the security associated with owning fully funded physical gold bullion that is vaulted with a custodian bank. However, as this market has evolved, a similar risk profile associated with ownership of vaulted gold bullion may be accessed by investing in an ETF such as GLD or IAU that holds allocated gold bars at a depository custodian on their shareholders behalf.
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From black to blue: Understanding water-stress exposure in an investment portfolio

7/06/2019
A lot of work has gone into identifying how carbon can be measured, managed and invested in for tomorrow’s green economy. But there is more to the “E” in environmental than carbon. Here we ask: “what is the next big thing in the environmental space?”– for us, it’s water.
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Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry: A Cathartic Experience for Finance Sector Equities

6/02/2019
The Australian equity market in general, and bank and financial equities in particular, saw prices and valuations languish in the months leading up to Commissioner Ken Haynes’ final report on February 4th, 2019. Most active fund managers were underweight the banking sector, in the lead-up to the Commission’s 76 recommendations reveal.
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Overview of Negative screening and performance consequences

21/11/2018
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.
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Miao Ouyang

2018 Russell Investments/ASX Long Term Investing Report

1/06/2018
This report flashes a caution to Australian investors who rely on a singular asset class to achieve their long-term investment goals. Take a closer look behind the headline numbers, there’s a lot more variation year on year. Understanding these variations could benefit investors in their choice of investment strategy going forward and the likelihood of achieving their desired outcomes. Download full report
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Netwealth US Study Tour 2018 – Adviser panel

14/05/2018
At Russell Investments, we are known for our global investment capability and the people we have ‘on the ground’ in over 20 locations researching managers and sharing local market insights.
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Best practices for responsible investing

11/05/2018
In the coming years, Responsible Investing will be routine. Understanding how Environment, Social and Governance (ESG) factors impact security prices and portfolio structure will be integrated across the entire industry. Russell Investments has embraced this and has developed – and continues to develop – best practices for our process, portfolios and clients.
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Q2 Global Market Outlook – Shifting winds?

28/03/2018
Is change in the wind for global investment markets and economies? Read the summary of our strategists’ views are for the second quarter of 2018 and beyond.
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Structuring a listed infrastructure portfolio

14/02/2018
As a real asset category, infrastructure offers risk, return and diversification characteristics distinct from those of other asset classes, and thus merits consideration for allocation in a diversified portfolio. Infrastructure investments generally feature steady cash flows derived from tangible, long-lived assets with monopolistic-like pricing power; many are regulated and may feature income linked directly to inflation.
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Materiality matters: Targeting the ESG issues that impact performance – the material ESG score

13/02/2018
Russell Investments has developed a new way to measure a company’s ESG (environmental, social and governance) score. Our evidence suggests that the Russell Investments material ESG scores can potentially provide more insight than broader ESG scores.
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28% of financial advisers surveyed are considering real return funds

18/10/2017
More than a quarter of the 200 financial advisers we surveyed are considering more sophisticated options, in particular real return funds when reviewing clients’ portfolios, given the current market environment.
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Evolving regulatory environment and the impact on investors

14/06/2017
How is the regulatory environment changing and what are the implications for investors?
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The Russell Investments Portfolio Decarbonisation Strategy

23/03/2016
In this paper, we review which areas of the market have the highest carbon footprints; evaluate different approaches to ‘decarbonising’ equity portfolios; and present the Russell Investments Decarbonisation Strategy as a unique and transparent approach to materially reduce a portfolio’s carbon footprint without materially impacting performance.
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Protecting your organisation during highly volatile markets

7/03/2016
Multi-Asset Real Return Funds for For-Purpose Organisations. This paper outlines how For Purpose organisations can use real return funds to help manage the impact of the current high volatility market environment.
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Russell Investments’ fund ratings flyer

26/02/2016
Russell Investments’ fund ratings flyer
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Four dominant investment considerations for For-Purpose organisations

22/02/2016
Four dominant investment considerations for For-Purpose organisations
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Managing interest rate risk: Strategies for For-Purpose investors

22/02/2016
Managing interest rate risk: Strategies for For-Purpose investors
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