Our investment approach

Put a selection of the world's leading investment managers to work for you.

Our approach brings brings some of the world's leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals.

 

Leading investment managers

The search for leading managers starts with, well, nearly all of them.

We take a global, "best-of-breed" approach to manager research, with researchers strategically placed around the world, searching for future outperformers. Our process, refined over almost five decades, is rigorous, ongoing, and has ultimately been effective.

Manager Funnel

As of March 31, 2019 unless otherwise noted and reflects Russell Investments globally.

The 'hire' rating is the highest rating given to investment managers based on Russell Investments manager research process.

 

Aligned to investor goals

Our globally consistent approach ensures we remain focused on helping investors achieve their goals.

Every investor is unique. Whether you need a tailored solution to ensure your plan is fully funded, or the steady income to fund a great life after work, our approach ensures we remain focused on helping investors achieve their goals.

How we invest

Starts with the investor

What are we trying to achieve? Are there any constraints or unique circumstances?

Design phase

What balance of assets offers the highest likelihood of reaching the goals?

Construct phase

What is the best way to access those assets?

Manage phase

How should we optimize to changing circumstances and the evolving investment landscape?

 

Intelligently diversified

The future is uncertain, we focus on making the most of it.

Our approach to asset allocation and diversification is based on one simple insight. No one asset class or style always outperforms. No single manager is great at everything. History repeats this story time and time again.

This insight informs our diversified approach. Our expertise extends well beyond traditional stocks and bonds, with extensive expertise in non-traditional asset classes including infrastructure and private equity—more than 170 asset categories in total.

We draw on this expertise to design an asset allocation, stress-testing across 5,000+ possible scenarios to help ensure it offers the highest likelihood of reaching your goals.

Bringing together specialist expertise in:

All

major asset classes

15

Factors

30+

Sectors

170+

Sub asset classes

220+

Investment styles

13k+

Manager products

Statistics as of December 31, 2018

 

Real-time adaptability

When uncertainty strikes, we're ready.

A portfolio that can’t respond rapidly to new information may be exposed to additional risk.

We have the ability to respond quickly and insightfully. With professionals in every major timezone, we monitor investment markets day and night. When it’s time to act, our internal trading desk can implement trades around the clock—potentially protecting portfolios before local operations start their day.

Responding to major events

Monitor

Monitoring investment markets day and night.

Analyze

A robust process to help ensure decisions are sound.

Act

The ability to efficiently implement trades around the clock, through our internal trading desk.

 

Efficient execution

Efficient execution, without sacrificing insight.

When it comes to execution, our focus is firmly on net of fee performance. If there is a way to access additional net returns consistently, we will pursue. If there is a way to consistently reduce costs, with a net benefit, we will work just as hard for those basis points.

In a typical diversified fund, a sub-adviser may sell the very same security another is buying—a material cost to the fund, with no benefit. Our unique Enhanced Portfolio Implementation approach eliminates this wastage.

 


ELIMINATING REDUNDANT TRADES

Sell tradesBuy trades

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Overlapping trades




 

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Redundant trades

For illustrative purposes only

COMPLETE

See our investment approach in action with our comprehensive range of funds and strategies.

For institutions For advisors

COMPLETE

See our investment approach in action with our comprehensive range of funds and strategies.

For institutions For advisors

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