‘HIRE’ 등급을 받은 매니저의 성과

As of 31 December 2023 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.

* Average 5 year rolling period outperformance of ‘Hire' rated equity, fixed income and listed real estate manager products from 1995-2023, with 77% of products outperforming their benchmark. Methodology capture in Russell Investments Manager Research: Hire rated performance disclosures.

투자전문가들의 광범위한 전문 지식을 만나 보십시오

2023 년 12 월 31 일 기준 통계

Russell Investments Manager Research: Hire rated performance disclosures

SOURCE:
This section contains 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. Product level quarterly excess returns are compounded to calculate rolling 5 year excess returns. Hit rate calculations determine the percentage of hire rank products that have a positive excess return over each 5 year period. The percentage hit rate in all rolling periods is averaged to generate an average hit rate across all periods. Average excess return includes all products that have 5 year hit rates, positive or negative. For each 5 year rolling period, average excess return is calculated. The results for all 5 year rolling periods are average to generate an average excess return for all periods.

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 2000Q1 to 2023Q4. 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.