Our Investment Approach

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

Leading Investment Managers Aligned to Investor Goals Intelligently Diversified Real-Time Adaptability Sustainable Investing

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.

As of 30 September 2024 unless otherwise stated.

ALIGNED TO INVESTOR GOALS

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

Every investor is unique. Whether it's 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.

It starts with the investor:

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

What is the best way to access those assets?

What is the most efficient way to implement?

How should we optimize over time?

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—140 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 globally in:

15

Factors

30+

Sectors

140

Potential asset classes

16K+

Manager products

220+

Investment styles

All

Major asset classes

Statistics as of 30 September 2024. For illustrative purposes only.

REAL-TIME ADAPTABILITY

When uncertainty strikes, we're ready.

A portfolio that can't respond rapidly to new information is 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.

SUSTAINABLE INVESTING

Sustainable investing

Our multi-manager open architecture approach is at the core of what we do. As a global investment platform, we offer sustainability expertise and a unique suite of direct investing tools and solutions to build investment portfolios that reflect what matters most to you.

€31b

€31 billion (EUR) of global assets in an ESG approach

A/A+

UNPRI assessment of A or A+ across all criteria*

Sustainable investing approach

 

Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

 

*Russell Investments Manager Research: Hire rated performance disclosures

SOURCE:
These slides contain data as provided by internal Russell Investments applications. These applications are populated with data collected from individual managers by third party data collectors. The data is not thoroughly verified by Russell Investments and although deemed reliable, its accuracy is not guaranteed by Russell Investments or its affiliates. Most data is gross of advisory fees, but net of fee data is utilized where gross of fee data is not available. Note: In some cases money managers do not provide data on their products, therefore a reader should be aware that the representations may be misleading; performance of hire lists may be higher or lower than represented. Hire ranked does not imply that such products have been placed in any of our funds or products.​

METHODOLOGY:
Quarterly performance data for hire ranked products is sourced for all approved coverage areas researched by Russell Investments. Each product in our hire lists is compared to the relevant Russell Investments’ assigned benchmark Index to generate a quarterly geometric excess return.

​Products outperforming their benchmark: Product level quarterly excess returns are compounded to calculate rolling 5 year excess returns for all products that have 5 year hit rates, positive or negative. We determine the percentage of hire rank products that have a positive excess return over each 5 year period. The percentage in all rolling periods is averaged to generate an average hit rate across all periods. ​

5-year average excess return: Product level quarterly excess returns are compounded to calculate rolling 5 year excess returns for all products that have excess returns in any of the quarters for each five year measurement period, positive or negative. For each 5 year rolling period, average excess return is calculated. The results for all 5 year rolling periods are averaged to generate an average excess return for all periods. ​

​Calendar year average excess return: Product level quarterly excess returns are compounded to calculate 1-year excess returns for all products that have returns in any quarter during each 1 year period, positive or negative. ​

Methodology for survivorship bias adjustment: Excess returns are controlled for survivorship bias by compounding excess returns over 5 year periods for hire ranked products that have excess returns in any of the quarters measured in each five year measurement period. For example, the five year average annualized excess return of managers that had results for the full 5 year periods is 1.65%. The compounded quarterly average of all hire ranked managers that had returns in any quarterly period (but not necessarily full five year periods) was 1.39%. This enables an estimated survivorship bias of 0.26% per year. ​​

REPRESENTATION:
No client of Russell Investments has been able to achieve the represented performance due to the fact that the hire lists and universes are comprehensive composites that cannot be invested in directly. The hire lists and universes in Russell Investments’ research database that are used in this material (presentation) cannot be purchased or held by any client. These manager products are available for our consulting clients and internal portfolio managers to use in the construction of portfolios for our fund and separate account clients. Past performance is not indicative of future results. ​​

TIMING:
​Data is based on performance of hire ranks from January 1, 1995 through to December 31, 2023. Manager products are included and excluded as our product ranks change over time; not all products are continually hire ranked over these indicated time periods. The information presented is for illustrative purposes only.​

Russell Investment Company Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.

Commodity futures and forward contract prices are highly volatile. Trading is conducted with low margin deposits which creates the potential for high leverage. Commodity strategies contain certain risks that prospective investors should evaluate and understand prior to making a decision to invest. Investments in commodities may be affected by overall market movements, and other factors such as weather, exchange rates, and international economic and political developments. Other risks may include, but are not limited to; interest rate risk, counter party risk, liquidity risk and leverage risk. Potential investors should have a thorough understanding of these risks prior to making a decision to invest in these strategies.

Diversification and strategic asset allocation do not assure a profit or guarantee against loss in declining markets.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. For information on the Financial Industry Regulatory Authority (FINRA), go to www.finra.org.

Click here for standardized fund performance

The investment styles employed by a Fund’s money managers may not be complementary. This concentration may be beneficial or detrimental to a Fund’s performance depending upon the performance of those securities and the overall economic environment. The multi-manager approach could increase a Fund’s portfolio turnover rates which may result in higher levels of realized capital gains or losses with respect to a Fund’s portfolio securities, higher brokerage commissions and other transaction costs.

Please consult with your financial and tax advisors before investing.

Issued by Russell Investments Ireland Limited. Company No. 213659. Registered in Ireland with registered office at: 78 Sir John Rogerson’s Quay, Dublin 2, Ireland. Authorised and regulated by the Central Bank of Ireland. Russell Investments Limited. Company No. 02086230. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0)20 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.

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.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

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