WHO WE HELP

We work with institutions, financial advisors, and individual investors.

Clients we serve

We serve some of the world's most iconic investors.

Representative global client list as of December 31, 2023 for consulting and investment management clients, and for Canadian clients. Please note: HarbisonWalker International and King's University College 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.

OUR NUMBERS

We are a leading global investment solutions partner.

¹OCIO globally: For the 13th year in a row, Russell Investments was ranked as a top 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 (as of December 31, 2023). In 2024, CIO’s “OCIO Survey” included 26 firms. We paid this publication a fee for licensing usage rights of the award logo/badge.

² Source: Morningstar U.S. Model Portfolio Landscape, 2023 in Review. Morningstar Manager Research Feb 8, 2024. Available on request.

³ For the 15th year in a row, Russell Investments was globally ranked as one of the top 10 largest consultants. The ranking is based on worldwide institutional assets under advisement (AUA) from 61 firms (as of 6/30/2023) in the 2023 Pensions & Investments “Special Report: Investment Consultants” Available at: https://researchcenter.pionline.com/uploads/datastore/consultant/consultant-special-report-1669653072.pdf.

⁴ As of 09/30/24.

⁵ As of 6/30/2024.

⁶ As of 12/31/23.

⁷ As of 06/30/24.

⁸ As of 09/24.

⁹ The United States business of Russell Investments, Russell Investments Group, LLC., has been named Asset Manager of the Year (AUM of US$25–100B) by the Money Management Institute (MMI)/Barron's for "How do you want your Russell Investments" a firm-wide sales and service approach helping advisors achieve their goals. The firm has been adapting their investment and business solutions to cater to advisors' evolving needs, addressing the rapid adoption of new technologies and increased demand for customized investments. The award was presented on October 12, 2023, and recognizes innovation and leadership in the investment advisory solutions industry. Nominations were reviewed and evaluated by a specially appointed MMI Industry Awards Steering Council and by the MMI Membership Experience Committee (MEC), which determined a slate of finalists in each award category. The primary contacts at each of MMI's 208 members firms were eligible to vote to determine the winners in each category. MMI/Barron's does not receive compensation from the participating firms in exchange for the award and Russell Investments did not pay a fee to MMI/Barron's in exchange for its receipt of the award. Russell Investments is a member of MMI and pays a fee to MMI as part of its membership dues. The award is not indicative of the firm's future performance nor may it be representative of any one client's experience. For more information, see https://www.mminst.org/insight/money-management-institute-announces-winners-2023-mmibarrons-industry-awards.

¹⁰ 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 

Performance for Russell Investments Canadian Fixed Income Fund (Series O) for the period ended December 31, 2023 is as follows: 7.03% (1 year), -2.43% (3 years), 1.89% (5 years), 2.69% (10 years), and 4.89% since inception (August 14, 2000).

¹¹ CIO Magazine - 2024 Top Global Manager of Institutional Outsourced Assets. CIO Magazine's "Outsourced-Chief Investments Officer (OCIO) 2024 Survey,". For the 13th year in a row, Russell Investments was ranked as a top 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 (as of December 31, 2023). In 2024, CIO’s “OCIO Survey” included 26 firms. Russell Investments was one of the top largest global manager of institutional outsourced assets based on the information volunteered for the survey. 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. 2024 Source: CIO Magazine. (2024, May). “2024 Outsourced Chief Investment Officer Survey”. Available at: https://www.ai-cio.com/surveys/2024-outsourced-chief-investment-officer-survey.

¹² Pensions Age "11th annual Pensions Age Awards," February 21, 2024. Available at: https://www.pensionsage.com/awards/winners24.php. Russell Investments was named the "Factor Investing Offering of the Year" winner at the 2024 Pensions Age Awards in the UK. The judges praised Russell Investments' deep comprehension of the significance of factor investing in the pension sector and their dedication to meeting client needs, thus establishing a high standard for the industry. Based on business activities ending January 19, 2024. The Pensions Age Awards aim to reward both the pension schemes and the pension providers across the UK that have proved themselves worthy of recognition in these increasingly challenging economic times. The awards are open to any UK pension scheme or provider firm that serves pension schemes in the UK.