Awards and accolades

We're proud to be globally recognised for excellence in the investment industry.

2025

IMAP Managed Account Industry Awards

Russell Investments sustainable managed accounts declared Winner in the Responsible Investing category at the IMAP Managed Account Industry Awards 2025.

2012-2024

A Top Global Manager of Outsourced Assets (CIO)

For the 13th year in a row (2012-2024), Russell Investments was ranked as a top global manager of institutional outsourced assets under management (AUM) from its fully discretionary clients in CIO Magazine’s annual “Outsourced-Chief Investments Officer (OCIO) Survey.” Notably, in CIO’s “2024 OCIO Survey”, which included 26 firms, Russell Investments placed first among the global managers in Healthcare and in the top 10 for Defined Benefit and 401(k), 403(b) or other DC outsourced assets (as of December 31, 2023).1

2011-2025

A Leading OCIO Provider (Pensions & Investments)

For the 15th year in a row (2011-2025), Russell Investments was globally ranked among the leading institutional outsourced chief investment officer (OCIO) managers in Pensions & Investments’ (P&I) annual survey. P&I’s 2025 ranking was based on worldwide outsourced assets under management from 54 firms as of March 31, 2025.2

2023

MMI/Barron's Industry Award Winner: Asset Manager of the Year

Russell Investments has been named Asset Manager of the Year (AUM of $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.3

2009-2024

A Leading Consultant in Worldwide Assets (Pensions & Investments)

For the 16th year in a row (2009-2024), Russell Investments was globally ranked as one of the top 12 largest consultants in worldwide institutional assets under advisement (AUA) in Pensions & Investments’ (P&I) annual survey. P&I’s 2024 “Special Report: Investment Consultants” ranking was based on data from 58 firms as of June 30, 2024.4

2024

Factor Investing Offering of the Year (Pensions Age Award Winner)

Russell Investments was named the “Factor Investing Offering of the Year” winner at UK's 2024 Pensions Age Awards. 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.5

2024

Factor Investing Offering of the Year (European Pensions Award Winner)

Russell Investments was named the "Factor Investing Offering of the Year" winner at the 2024 European Pensions Awards. The judges praised Russell Investments for its passion and expertise in the factor investing space, as well as its performance and innovation.6

2023

Perfect Scores: Outperformer in Multiple Categories (The Trade)

Russell Investments was ranked first in multiple categories in The TRADE’s inaugural “Outsourced Trading Survey” published November 2023 (out of 14 providers), receiving four perfect scores in: Client service and relationship management; Onboarding; Business model and other factors; and Cost versus value for money. The survey reported, “Overall, the firm outscores the survey average by 62bps.”7

2005-2025

A Leading Overlay Services Manager (Pensions & Investments)

For 21 consecutive years (2005-2025), Russell Investments was ranked among the leading U.S. institutional managers of overlay assets in Pensions & Investments’ (P&I) annual money manager survey. P&I’s 2025 “Special Report: The Largest Money Managers” on total overlay assets was based on data from 21 firms as of December 31, 2024.8

2024

Influential Leaders (Pensions & Investments)

Russell Investments' President & Chief Investment Officer Kate El-Hillow was named one of Pensions & Investments’ 2024 Most Influential Women in Institutional Investing. According to P&I, this award highlights exceptional women who have made a significant impact in the industry.9

2023

iCXA 2023 Silver Award Winner

2023 iCXA (International Customer Experience Awards) silver award winner for Best Innovation in Customer Experience for GoalTracker.

2025

Highest Rating for Superannuation

Russell iQ Super – Employer, General and Saver awarded '5 Apples' by Chant West.6

2025

Highest Rating for Pension

Russell iQ Retirement™ has been awarded Chant West's highest rating of '5 Apples' every year since its inception in 2007.6,7

2025

Heron Quality Star Rating 2025

Awarded five Heron Quality Stars for Russell Investments Master Trust iQ Super – For Life and iQ Super – Employer.

2025

Heron Top 10 Insurance Features 2025

Russell Investments Master Trust iQ Super – Employer ranked in the Top 10 Corporate Product for Insurance Features.

2025

Heron MySuper Five Star Rating 2025

Awarded 5 Heron Quality Stars for the MySuper Investment Option in Russell Investments Master Trust iQ Super – For Life and iQ Super – Employer.

2022

Lonsec - Recommended

Our award winning, actively managed, Multi-asset Funds have been rated by Lonsec as ‘Recommended’ in 2022.8

2020

Innovation Award: Technology Innovation

Global publication Pensions & Investments' WorldPensionSummit awarded the Innovation Award in Technology Innovation to GoalTracker® at its 2020 Innovation Awards. The awards were announced as a part of the 2020 World Pension Summit from The Hague, Netherlands.

2020

Best Member Engagement Innovation

Celebrating the best in superannuation, Money Management and Super Review, together with their research partner Heron Partnership, named GoalTracker® the winner of the Best Member Engagement Innovation at the Super Review Super Fund of the Year Awards 2020.

2020

Superior Rating for Multi-Asset Managed Portfolios

Russell Investments Managed Portfolios have been rated Superior by SQM Research9 for world class manager research capabilities and management of multi-asset portfolios.

2020

Best Fund: Innovation 2020

GoalTracker® received the Best Fund: Innovation award at the 2020 Chant West Super Fund Awards.6

2019

Winner of Money Magazine’s 2019 Best Fund Manager

Money Magazine’s Best of the Best awards recognise outstanding financial products and services. In 2019 Russell Investments was awarded Best of the Best Gold winner in the Fund Manager category.

2019

Multi-Asset Gold Winner

For the sixth year in a row Russell Investments was chosen as Money magazine’s 2019 Best of the Best Gold winner in the Multi-Sector Fund category.

2018

Best Commercial Personal Product

Russell Investments has been awarded Super Fund of the Year - Best Commercial Product – Personal – Winner – 2018.10

2018

Multi-Asset, Diversified Fund Manager of the Year

Russell Investments is the winner of the Multi Asset – Diversified Fund Manager of the year 2018 awarded at the Professional Planner / Zenith Fund Awards.11

2017

Innovation Winner - Investment Outsourcing

Russell Investments was named as the winner of CIO Magazine's 2017 Industry Innovation Award for Investment Outsourcing. CIO cited Russell Investments' top client satisfaction rankings in the magazine's 2016 and 2017 OCIO Vendor Ratings surveys, as well as the firm's position as one of the world' largest OCIO providers.12

2017

SuperRating - Best new innovation

The Russell Investments Super App was recognised by SuperRatings13 as one of the most innovative products or services developed during the year, adding significant benefit or functionality for members.

2016-2018

Zenith - Highly recommended

Our Russell Investments Multi-Asset Funds have been rated Highly Recommended by Zenith.14

10 © The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West rating (assigned Feb 2025) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.

11 Prior to 2015 this product was known as Russell Private Active Pension.

12 The ratings issued (03/2022 RIM0002AU, 03/2022 RIM0003AU, 03/2022 RIM0001AU, 03/2022 RIM0004AU, 03/2022 RIM0034AU, 03/2022 RIM0023AU, 03/2022 RIM0024AU, 03/2022 RIM0025AU, 03/2022 RIM0098AU, 03/2022 RIM0087AU, 03/2022 RIM0089AU) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is for illustrative purposes only and is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses comprehensive and objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.

13 The rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

14 © 2018 FE Money Management Pty Ltd all rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management Pty Ltd (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management Pty Ltd or The Heron Partnership (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management Pty Ltd shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management Pty Ltd does not guarantee that a fund will perform inline with its Super Fund of the Year award as it reflects past performance only. Likewise, the Super Fund of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund and should not be used as the sole basis for making any investment decision.

15 The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

16 The CIO Industry Innovation Awards have various categories; recipients may differ each year and not be repeated.

17 The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2021 SuperRatings. All rights reserved.

18 The Zenith Investment Partners (" Zenith ") Australian Financial Services License No. 226872 rating October 2017 referred to in this document is limited to "General Advice " (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/process-methodology

1A Top Global Manager of Outsourced Assets (CIO): The 2012-2024 Chief Investment Officer (CIO) Magazine OCIO survey ranking is based on global outsourced assets under management (AUM) from fully discretionary clients, using quantitative data reported as of December 31 of the previous calendar year. The survey includes a varied number of firms, differentiated by year: 2024 (26 firms), 2023 (47), 2022 (45), 2021 (47), 2020 (50), 2019 (35), 2018 (34), 2017 (53), 2016 (53), 2015 (49), 2014 (36), 2013 (29), and 2012 (24). We paid this publication a fee for licensing usage and rights of the award logo/badge.

2A Leading OCIO Provider (Pensions & Investments): The 2011-2025 Pensions & Investments’ survey ranking of leading outsourced (OCIO) providers is based on worldwide outsourced assets under management (AUM), using quantitative data reported as of March 31 for the respective year, except for 2012 which uses data as of June 30. The survey includes a varied number of firms, differentiated by year: 2025 (54 firms), 2024 (55), 2023 (57), 2022 (55), 2021 (59), 2020 (62), 2019 (69), 2018 (68), 2017 (67), 2016 (76), 2015 (83), 2014 (71), 2013 (68), 2012 (51), and 2011 (31). We paid this publication a fee for licensing usage and rights of the award logo/badge.

3MMI/Barron's Industry Award Winner: Asset Manager of the Year. Source: 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.

4A Leading Consultant in Worldwide Assets (Pensions & Investments): The 2009-2024 Pensions & Investments’ survey ranking of leading consultants is based on total worldwide institutional assets under advisement (AUA), using quantitative data reported as of June 30 for each respective year. The survey includes a varied number of firms, differentiated by year: 2024 (58 firms), 2023 (61), 2022 (66), 2021 (71), 2020 (80), 2019 (88), 2018 (92), 2017 (94), 2016 (104), 2015 (108), 2014 (110), 2013 (117), 2012 (115), 2011 (109), 2010 (104), and 2009 (107). We paid this publication a fee for licensing usage and rights of the award logo/badge.

5Factor Investing Offering of the Year (Pensions Age Award Winner): Winners were announced February 21, 2024, based on business activities ending January 19, 2024. The awards are open to any UK pension scheme or provider that serves UK pension schemes. Recipients were selected by an independent panel of judges organized by Pensions Age, based on qualitative criteria such as innovation, client service, and contributions to the pension investment industry. This recognition should not be interpreted as a testimonial or endorsement by any client or investor, and it does not guarantee future performance or success. Short-listed recipients were invited to the following publications' awards ceremonies, in which we purchased an event table and received licensing usage rights of the award logo/badge.

6Factor Investing Offering of the Year (European Pensions Award Winner): Winners were announced July 4, 2024based on business activities ending December 31, 2023. The awards are free to enter and open to any firm serving European pension funds. Winners were selected by a panel of independent judges, including industry experts and pension trustees. This recognition should not be interpreted as a testimonial or endorsement by any client or investor, and it does not guarantee future performance or success. Short-listed recipients were invited to the following publications' awards ceremonies, in which we purchased an event table and received licensing usage rights of the award logo/badge.

7Perfect Scores: Outperformer in Multiple Categories (The Trade). The TRADE’s 2023 Outsourced Trading Survey, conducted in partnership with Ergo Consultancy, reflects client perceptions of outsourced trading providers based on a 7-point rating scale. The results are derived from subjective feedback and do not constitute a ranking or evaluation of provider performance or investment outcomes. Respondents included asset managers, hedge funds, and institutional investors from regions such as the North America, Europe, Asia, and Australia. Recognition in this survey is based solely on client sentiment and does not guarantee future performance or success. Clients were not compensated for participating in this survey. We paid this publication a fee for licensing usage and rights of the award logo/badge.

8A Leading Overlay Services Manager (Pensions & Investments): The 2005-2025 Pensions & Investments’ survey ranking of leading overlay services managers is based on total U.S. institutional, tax-exempt overlay strategy assets, using quantitative data reported as of December 31 of the previous calendar year. The survey includes a varied number of firms, differentiated by year: 2025 (21 firms), 2024 (24), 2023 (27), 2022(27), 2021 (29), 2020 (30), 2019 (36), 2018 (39), 2017 (41), 2016 (36), 2015 (43), 2014 (40), 2013 (39), 2012 (39), 2011 (46), 2010 (47), 2009 (53). 2008 (53), 2007 (48), 2006 (43), and 2005 (43). We paid this publication a fee for licensing usage and rights of the award logo/badge.

9Influential Leaders (Pensions & Investments): Honorees were selected based on demonstrated leadership, measurable impact on the institutional investing industry, and a commitment to advancing diversity, equity, and inclusion. Nominees were required to be currently employed in institutional investing, have at least seven years of industry experience, and show a consistent record of influence and achievement. Full selection criteria were published at: https://www.pionline.com/Reprint-PI24058Criteria/. Russell Investments did not pay to be considered for this recognition. The award was not based on investment performance and does not imply endorsement by any client or investor.

Securities products and services offered through Russell Investments Implementation Services, LLC, part of Russell Investments, a SEC Registered investment adviser and broker-dealer, member FINRA, SIPC.

Russell Investments Implementation Services, LLC is a wholly owned subsidiary of Russell Investments US Institutional HoldCo.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

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