WHO WE ARE

We are a leading global investment solutions partner, dedicated to improving people's financial security.

WHO WE ARE

We are a leading global investment solutions partner, dedicated to improving people's financial security.

Who we help

We work with institutions and financial professionals.

Who we serve

Some of the world's leading brands.

AG Insurance

MemorialCare

Jefferson

SBZ Pensioen

Stiching Pensioenfonds

Representative client list as of 4/2019. Please note that the logos shown above may be registered trademarks of the organizations represented. Clients may contract for a variety of services from Russell Investments. The identification of the clients listed does not constitute an endorsement or recommendation of Russell Investments’ products or services by such client.

Client list selection criteria

Representative client list was selected from Russell Investments’ complete client roster and meet the following criteria: They have given us permission to publish their names as of 04/19 and they are listed on the 2018 Fortune 500 list. The top two non-publicly held clients in AUM are selected for our two non-publicly held clients. The total assets may or may not represent the total assets consulted on by Russell Investments. Performance-based data was not used in selecting listed clients.

 

How we help

Fiduciary management

Aiming to deliver sound advice, dynamic management and efficient implementation.

For institutions

Customised portfolio services

Increased portfolio control with the aim to limit costs and enhance returns.

For institutions

Funds and strategies

An innovative range of products and strategies to help complete your portfolio.

Funds and strategies for institutions

Funds and solutions for financial intermediaries

 

 

Our numbers

Global investment strength and experience.

#3

OCIO globally1

 

#2

retail model provider 2

 

#5

adviser globally3

$270.1b

assets under management 4

 

$2.6t

assets under advisement 5

 

$2.2t

assets traded through implementation services 6

84

years in business

 

51

years in institutional investment consulting and manager research

 

40

years in multi-asset model portfolios for advisers and their clients

45%

investment professionals who are CFA charter holders

 

21

offices worldwide

 

32

countries in which we serve clients

All data as of 31 March 2020 unless otherwise noted.

1Source: Pensions & Investments, “Special report: Outsourcing Managers”, Issue date: 24 June 2019. Available at: https://www.pionline.com/specialreports/outsourcing-managers  https://researchcenter.pionline.com/rankings/outsourcing- manager/datatable

2Based on total assets out of 27 providers. Strategists surveyed during 4Q 2018 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 2.02 Top-10 Providers of Model Portfolios, The Cerulli Report - U.S. Asset Allocation Model Portfolios 2018.

3Source: Pensions & Investments, “Investment Consultants Directory: 2019”. Available at: https://researchcenter.pionline.com/rankings/consultant/datatable.

4Includes derivative overlay assets.

5As of 31 December 2019.

6As of 31 December 2019.

* Includes derivative overlay assets

Recognition

Trusted by independent investment authorities as one of the world’s leading asset managers.

Ranked as a Top Global Manager of institutional outsourced assets in the world1.

Top Tier Broker in P&I Tradewatch report2.

Currency Manager of the Year3.

1For the ninth year in a row, Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine’s “Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients. Notably, in CIO’s “2020 OCIO Survey,” which included 50 firms, Russell Investments was the largest globally ranked in Defined Benefit outsourced assets.

2In 30 out of 34 most recent quarters, Russell Investments Implementation Services, LLC has been ranked as a top-tier broker in Pensions & Investments’ Tradewatch report based on the quality of its trade execution (most recently in P&I’s March 2020 issue).

3Russell Investments was named the winner of the “Currency Manager of the Year” at the 2019 European Pensions Awards. Chosen among 12 finalists in this category, Pensions Age and European Pensions cited Russell Investments’ “excellent commitment to improving outcomes for both its clients and the wider industry, with its unrivalled ability to manage currency risk, as well as reducing execution cost.


Past performance is no guarantee of future results. Hire ranked managers' performance does not necessarily reflect the actual performance of any Russell Investments' product.

APPROACH

Learn how we put some of the world's leading investment managers to work for you.

APPROACH

Learn how we put some of the world's leading investment managers to work for you.

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.

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