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
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.
'Hire' Rated Manager Performance*
Robust
These results are measured over rolling 5-year periods from January 1, 1995 to the end of December 2023.
77%
On average, 77% of our 'hire' rated equity, fixed income and currency manager products outperformed their benchmark.**
As of 30 September 2024 unless otherwise stated.
Past performance is no guarantee of future results. Hire ranked managers' performance does not necessarily reflect the actual performance of any Russell Investments' product. Includes both traditional and alternative asset classes. Research numbers do not include closed-end private markets funds or products. For illustrative purposes only.
*See below for Russell Investments Manager Research: Hire rated performance disclosures
**Since 1995, an average of 77% of our ‘hire’ ranked products have outperformed their benchmark over rolling 5-year periods. Source: internal Russell Investments analytics dated from January 1, 1995 through to December 31, 2023.
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:
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
EFFICIENT IMPLEMENTATION
Efficient implementation, without sacrificing insight.
When it comes to implementation, our focus is firmly on net of fee performance. If there is a way to access additional net returns consistently, we will pursue. If there is a way to consistently reduce costs, with a net benefit, we will work just as hard for those basis points.
In a typical diversified fund, a sub-manager may sell the very same security another is buying—a material cost to the fund, with no benefit. Our unique Enhanced Portfolio Implementation approach eliminates this wastage.
SUSTAINABLE INVESTING
We reflect what matters most to you.
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.