We are a leading global investment solutions partner, dedicated to improving people's financial security.
WHO WE ARE
Who we help
We work with institutions, financial advisors, and individual investors.
Consulting clients we serve
We serve some of the world's most iconic investors.
Representative global client list as of September 30, 2020 for consulting clients and December 31, 2020 for investment management and Canadian clients. Please note: Stratford Festival and HarbisonWalker International are investment management clients and PG&E is a consulting and investment management client. Representative clients selected by Russell Investments are a sampling of our Pension and Non for Profit clients from both the U.S. and Canada and from different sectors to illustrate the diversity of our client base. Client names are used with permission but such use does not constitute an endorsement or recommendation of Russell Investments’ products or services. Clients may contract for a variety of services from Russell Investments. The logos shown may be registered trademarks of the organizations represented.
How we help
We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways.
Holistic outsourcing
A range of holistic solutions designed to suit those investors seeking a fiduciary partner.
Customized portfolio services
An extensive range of investment services for Corporate and Financial Institutions seeking to enhance their internal capabilities.
Funds & strategies
A comprehensive range of funds and strategies including outcome oriented, multi-asset and specialized sectors.
Funds & strategies for institutions
Investment solutions for advisors
Our numbers
Global investment strength and experience
C$412.3B
assets under management*
C$3.4T**
assets under advisement
C$2.9T**
assets traded through implementation services
85
years in business
52
years in institutional investment consulting and manager research
36
years in multi-asset model portfolios for advisors and their clients
45%
investment professionals who are CFA charter holders
19
offices worldwide
32
countries in which we serve clients
Data for Russell Investments' global organization, as of December 31, 2020 , unless otherwise stated below:
*Includes derivative overlay assets
** As of June 30, 2020
Recognition
Trusted by independent investment authorities as one of the world’s leading asset managers.
Winner Thought Leadership / Education1
Ranked as a top global manager of outsourced institutional assets in the world2.
Excellence and innovation in wholesaling practices3.
Russell Investments Canadian Fixed Income Fund4.
1 Russell Investments won 2019 MMI/Barron’s Industry Award for Thought Leadership/Education honoring new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions. For additional details on the 2019 MMI/Barron’s Industry Awards including how nominations are evaluated, please refer to: https://www.mminst.org/2019-mmibarron%E2%80%99s-industry-awards-nomination-guidelines-and-frequently-asked-questions
2 CIO Magazine - 2020 Top Global Manager of Institutional Outsourced Assets - Russell Investments was ranked the 2nd largest 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. In 2020, CIO’s “OCIO Survey” included 50 firms. Chief Investment Officer (CIO) Magazine provides the latest news, opinion, and research focusing on the overarching investment issues affecting public and corporate pension plans, endowments, foundations, healthcare capital pools, and sovereign wealth funds. CIO publishes a bi-monthly print and digital magazine and hosts investment-focused webcasts. Source: CIO Magazine. (2020, March). “2020 Outsourced-Chief Investment Officer Survey”. Available at: https://www.ai-cio.com/surveys/2020-outsourced-chief-investment-officer-survey/
3 Russell Investments won 2018 MMI/Barron’s Industry Award for Field Sales Distribution honoring firms that exemplify excellence and innovation in wholesaling practices. Winners were nominated from the 184 members of MMI. Source: https://www.mminst.org/press-releases/money-management-institute-and-barron%E2%80%99s-announce-winners-2018-industry-awards-0.
4 FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
List of Winning funds
| Fund Name | CIFSC Category | FundGrade Calculation Start date* | Fund Count |
| Russell Investments Canadian Fixed Income Fund | Canadian Fixed Income | 1/31/2011 | 315 |
* The end date for the FundGrade calculation is December 31, 2020.
Performance for Russell Investments Canadian Fixed Income Fund (Series O) for the period ended December 31, 2020 is as follows: 10.16% (1 year), 6.27% (3 years), 4.82% (5 years), 4.84% (10 years), and 6.02% since inception (August 14, 2000).
Awards do not pertain to any products or services available in Canada, except for the FundGrade A+® Award for Russell Investments Canadian Fixed Income Fund.