Responsible Investing
We reflect what matters most to you.
Whether you're driven by personal or stakeholder values, aim to mitigate risk, or simply need to comply with regulation, our approach to responsible investment integrates with what matters most.
Key benefits to our responsible investing approach
INTEGRATED SOLUTIONS
Our experts are well versed on responsible investing. As a result, we have integrated material environmental, social and governance (ESG) considerations into those relevant investment practices, including research, portfolio management and active ownership.
In addition, our investment experts are well-versed in responsible investing across the globe. We continue to enhance our process to embrace responsible investing at Russell Investments.
BEYOND THE STANDARD
Our investment approach identifies asset characteristics that are most relevant to your investment needs. We can focus on exposures that are not only sustainable but also material to your investments, enabling you to go beyond the standard.
This results in innovative best practice solutions designed to help you reach your investment goals.
EVOLVING OUR SOLUTIONS
We are committed to adapting our solutions approach to be at the forefront of the changing global landscape. We proactively enhance our practices to align with client needs, regulatory changes and market conditions, constantly evolving to bring market-leading solutions.
Responsible investing solutions
Designing forward-thinking, sophisticated responsible investment solutions that reflect what matters most to you and your investment goals.
Doing well while doing good
Development of portfolios with more optimal responsible investing exposure. This includes portfolios which incorporate allocations to higher material ESG scores or to impact investing.
Sustainable-themed strategies
If you are seeking a specific portfolio outcome, our team can work with you to implement sustainable-focused investment strategies, such as decarbonization or social capital, to pursue your desired objective.
Managing exclusions
We aim to ensure that required and requested portfolio exclusions are managed to minimize unintended exposures while still aligning to investment objectives.
OUR COLLABORATIONS
We collaborate with organizations that establish and drive responsible investment practices.
Russell Investments is recognized again by RIAA as a Responsible Investment Leader 2023.
Responsible investing policies
Sustainability risk policy
Russell Investments' policy is to integrate sustainability risks in our investment solutions by identifying, evaluating and managing relevant risks in our investment manager review process, portfolio management and through implementing proprietary solutions. We believe sustainability risks are most relevant to investment outcomes when they exhibit financial materiality, and, like all investment risks, are incorporated by balancing expected risk with expected reward.
In managing investment solutions, we consider financially-material sustainability risks in the context of expected rewards using a blend of inputs from sources including, but not limited to, investment managers, third-party data sources and Russell Investments propriety analysis. Furthermore, we incorporate bespoke sustainability risks based on clients' requirements for customised mandates. As well, we seek to collaborate with our advisory clients to consider, monitor and manage sustainability risk priorities in their portfolios.
Related reports
Principles for Responsible Investment (PRI)
- Responsible Investing Practices
- Russell Investments' 2023 Investment Stewardship Report
- Task Force on Climate-Related Financial Disclosures
(TCFD Report) - 2023 PRI Assessment of Russell Investments explained
- 2023 PRI Summary Scorecard
- 2023 PRI Transparency Report
- 2023 PRI Assessment Methodology
Proxy voting
Research and more
Articles and whitepapers
- Annual ESG Manager Survey
- From process to outcome: Sustainable investing in fixed income
- Materiality Matters: Targeting the ESG issues that impact performance
- Responsible Investing Roadmap
- 10x10 Report: Climate change investing
- It's official: U.S. retirement plans can consider ESG factors
- What happened at COP28 and why does it matter to the average investor?
- Active ownership can help combat climate change. Here's how.
Client case studies
- Adding an ESG option to a DC plan menu
- University foundation reduced carbon exposure in its portfolio by 50%, increased holdings in green energy, and aligned portfolio return goals with sustainable investing strategies
- Foundation aligned investment program with mission and reduced costs through ESG beta completion portfolio
News
RUSSELL RESEARCH
Insights and research from our key thought leaders