Yoshie Phillips, CFA

Director, Investment Research

B.A., University of Washington
CFA Charterholder, CFA Institute


Yoshie Phillips is a seasoned manager researcher for Russell Investments, in the investment division. She investigates and evaluates the universe of fixed income investment manager strategies and guides the firm’s fund-of-funds and consulting clients in manager selection and strategy recommendations around the glove. With her years of experience in fixed income manager research, she is responsible for a broad range of global fixed income product offerings. She leads and specializes Russell Investment’s manager research efforts in the global leveraged credit market, such as Global and U.S. High Yields, Bank Loans, Opportunistic Credit, LDI Solutions, such as Long Credit and Long Duration, and Global Convertible strategies. Yoshie also leads the firm’s ESG efforts for the global fixed income team to evaluate a wide range of ESG-related fixed income strategies. She leads the firm’s Annual ESG Manager Survey project and frequently publishes ESG-related papers and blogs. She originally joined the fixed income research team in 2003 and rejoined in 2010 after a brief stint.

Prior to re-joining Russell Investments, Yoshie worked for the Investment Trust Company of Commerce Bank in St. Louis from 2009 to 2010 where she was responsible for researching and evaluating a wide range of asset classes, including U.S. equities, international equities, fixed income, hedge fund of funds, real estates, commodities and private equities for high net worth clients.

Yoshie joined Russell Investments in 2000 in the investment operations business where she was involved in daily investment management oversight for the firm’s Japanese-domiciled funds.

Previously, Yoshie spent four years managing the corporate finance department for a Japanese import/export company in Seattle and reported directly to CEO.


2022 ESG Manager Survey: The ESG journey accelerates

November, 2022
Our annual ESG manager survey, now in its eighth year, assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers.

ESG considerations in fixed income: Rapid expansion trend continues

February, 2022
Check out our 10 ESG integration trends derived from our Annual ESG manager survey and discussions with a number of fixed income market practitioners.

2021 ESG Manager Survey: The red flag is raised on climate risk

November, 2021
The annual survey has evolved over the years, enabling deeper insights into trends and into how attitudes toward responsible investing have changed since it launched in 2015. The results from our 2021 survey indicate that there is an amplified focus on climate risk and a strong commitment to reaching net zero greenhouse gas emissions by 2050.

2020 annual ESG manager survey: Turning up the volume

October, 2020
Have ESG factors increased or decreased in importance? Our 2020 annual ESG survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers.