Russell Research

Gold Bullion Investing

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

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

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

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

Netwealth US Study Tour 2018 – Adviser panel

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

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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Materiality matters: Targeting the ESG issues that impact performance – the material ESG score

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

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

How is the regulatory environment changing and what are the implications for investors?
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Protecting your organisation during highly volatile markets

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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