Advisor resources

A centralized resource to access product and performance information, tax resources, direct indexing resources, as well as marketing and quarterly review materials.

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Product & Performance Information Tax Resources & Information Quarterly Review & Marketing Materials RIAs

Product and performance information

Performance reports

Our performance reports below, segregated by share class, show the most recent monthly and quarterly performance for Russell Investments products.

Review reporting

Direct indexing resource center

Watch our comprehensive video series, download our educational guide, and review related insights about direct indexing.

Product and manager updates

Our product and manager updates cover the past year related to fund, allocation, and portfolio changes; as well as money manager and strategy changes for Russell Investment Company Funds.

Review updates

Manager profiles

Each client-ready money manager profile is designed to help advisors and investors better understand our manager research by providing information on the use of multiple managers and strategies, as well as the manager's investment process, in the fund.

Tax resources and information

Quarterly review and marketing materials

Effective client reviews

Conducting effective client reviews is especially important during periods of market uncertainty.

Conduct effective client reviews

Quarterly review materials

Find our latest expert commentary, insights, and analysis; model strategy and fund reviews, as well as client discovery and education materials.

Quarterly review materials

Literature library

Find client-ready and financial professional-use-only resources that can help with your client conversations, as well as materials to support your business.

Marketing materials

RIAs

RIA resource center

Find insights on the issues RIAs care about most, resources & tools, and investment solutions.

Review resource center

Any statements of opinion expressed within this publication are that of Russell Investments and are current at the time of issue. The information and opinion given in this publication is given in good faith. All opinions expressed are subject to change at any time. Russell Investments nor any of its staff accepts liability with respect to the information or opinions contained in this publication.

All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

Any past performance results should not be seen as a guide to future returns. Any scenarios presented are an estimate of future performance based on evidence from the past on how the value of an investment varies and are not an exact indicator.

In EMEA this content is suitable for Professional Clients Only.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

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.

On July 2, 2026, Russell Investments Group, Ltd. (“Russell Investments”) entered into a definitive agreement and plan of merger (the “Transaction”) pursuant to which Russell Investments will be acquired by a consortium led by B Capital Group Management, L.P. that includes California Public Employees Retirement System. The Transaction is expected to close by the end of Q1 2027, subject to the receipt of regulatory approvals and other customary closing conditions.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

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