For the eighth 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 Survey,” based on the AUM from its fully discretionary clients. In 2019, CIO Magazine’s “Outsourced Chief Investment Officer Survey” included 35 firms.
In 24 out of 28 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 2019 issue). 1
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For the ninth year in a row, Russell Investments was globally ranked among leading institutional outsourcing managers based on outsourced assets under management (AUM) from 65 firms in the June 2019 Pensions & Investments’ “Outsourcing Manager Survey”. Our expanding OCIO solutions has more than $170 billion2 in institutional outsourced AUM around the globe.
‘Russell Investments has in recent years established itself as one of the top providers of fiduciary management services in the UK where its excellence has seen it win business as investors have sought to counter the effects of rising liability valuations, increased volatility and greater pressure on sponsor covenants.’ – Global Investor Group
The judges unanimously felt that we were a clear winner in this category. 'Russell Investments understands the needs of its clients in this space, and demonstrated performance and innovation' - Pensions Age and European Pensions.
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The judges unanimously felt that with a significant number of new mandates in the last 12 months, a passion for what it does demonstrated by a strong commitment from its existing clients, Russell Investments was a truly worthy winner of this competitive award.
Russell Investments was ranked as one of the top-five globally in “Overall Client Satisfaction” in Chief Investment Officer’s “2018 Transition Manager Survey."3
For the sixth year in a row, Russell Investments was ranked as one of the top-five globally in “Cost Performance vs. Estimate” in Chief Investment Officer’s “2018 Transition Manager Survey."3
Russell Investments was named as the winner of CIO Magazine's 2017 Industry Innovation Award for Investment Outsourcing. CIO cited Russell Investments' top client satisfaction rankings in the magazine's 2016 and 2017 OCIO Vendor Ratings surveys, as well as the firm's position as one of the world' largest OCIO providers.4
Russell Investments has been awarded five stars for the third year in a row in the Financial Adviser Service Awards. These awards recognise the importance of quality service from product providers to our clients and are considered to be the benchmark for service standards within the retail finance marketplace. The Five Star award is the most sought-after in the industry.
For the second year in a row, Russell Investments was top rated for “Client Satisfaction” out of 37 rated firms in CIO Magazine’s “2017 Outsourced-Chief Investment Officer (OCIO) Vendor Ratings” survey in “Overall service,” “Investment results,” and “Value for fees” categories. 5
- Innovative de-risking solutions
- Successful change management
- Excellent governance and structure
- Excellent funding position
Any past performance is not necessarily a guide to future performance.
1 Rankings are based on best-performing brokers as measured by the difference in cost/savings against the universe of Elkins/McSherry, a State Street company. The Elkins/McSherry universe is based on the top 50 brokers in each category by U.S. dollar volume. This is a quarterly ranking based on the previous four-quarters as of December 31, 2018.
2 As of March 31, 2019.
3 The 2018 results were based on responses from 243 global asset owners’ ratings, on the portfolio transitions they mandated and the managers they used in the previous 12-months. Cost performance vs. estimate was rated on a scale from 1 (always missed) to 5 (always beat), with a "3" meaning "usually matched." Therefore, average scores closest to 3.00 are ideal.
4 The CIO Industry Innovation Awards have various categories; recipients may differ each year and not be repeated. Previous award wins: FX (2011); Tactical Risk Management (2012); Investment Outsourcing (2013); Transition Management (2014).
5 CIO Magazine did not publish client satisfaction results in 2018 or 2019.