INDUSTRY AWARDS AND RECOGNITION

2022 Industry Awards Winner of Separate Accounts category

WealthManagement.com announced Russell Investments as a 2022 Industry Award (the "Wealthies") winner in the Separate Accounts category for its Personalized Managed Accounts solution. A panel of independent judges made up of top names in the industry and led by WealthManagement.com determined the winners on 9/8/2022. The award recognizes those firms and individuals who are bringing innovations to help support financial advisor success. Russell Investments has paid a nominal membership fee to WealthManagement.com.

A Top Global Manager of outsourced assets

For the 12th 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 (as of 12/31/2022). Notably, in CIO's "2023 OCIO Survey" which included 47 firms, Russell Investments placed first among the global managers in Healthcare and in the top 10 for Defined Benefit and 401(k), 403(b) or other DC outsourced assets.

A leading
OCIO provider

For the 13th year in a row, Russell Investments was globally ranked among leading institutional OCIO managers based on outsourced assets under management from 57 firms (as of 3/31/2023) in the July 2023 Pensions & Investments' annual survey of OCIO managers.

2020 Outsourced
CIO of the Year

Russell Investments was named the "OCIO of the Year" winner at the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients.¹

A leading overlay
services manager

For 19 consecutive years, Russell Investments has maintained its position among the leading U.S. institutional managers of overlay assets from 27 firms (as of 12/31/2022) in the 2023 Pensions & Investments' "Special Report: Money Managers."

A leading consultant in worldwide assets

For the 14th year in a row, Russell Investments was globally ranked as one of the top 10 largest consultants. The ranking is based on worldwide institutional assets under advisement (AUA) from 66 firms (as of 6/30/2022) in the 2022 Pensions & Investments "Special Report: Investment Consultants."

Fiduciary Management
of the Year

Russell Investments was named the "Fiduciary Management of the Year" winner at the 2022 European Pensions Awards. Chosen among seven finalists in this category, Pensions Age and European Pensions cited, "With reference to impressive case studies, this firm demonstrated how it has boosted client funding levels, won new mandates, heightened its ESG focus, and launched new reporting and online tools."²

A leading factor-based strategies manager

Russell Investments was globally ranked as one of the top 10 largest managers of factor-based strategies. This ranking is based on worldwide assets under management (AUM) from 58 firms (as of 12/31/2022) in the 2023 Pensions & Investments' "Special Report: Money Managers."

Currency Manager
of the Year

Russell Investments was named the "Currency Manager the Year" winner at Pensions Expert's 2022 Pension and Investment Provider Awards for performance, innovation, and service standards.³

Top Tier Broker in
P&I Tradewatch report

From August 2011 to March 2022 (37 out of 42 quarters), Russell Investments Implementation Services, LLC was ranked as a top-tier broker in Pensions & Investments’ (P&I) Tradewatch report based on the quality of its trade execution. In 2023, P&I discontinued their report.⁴

Factor Investing Offering
of the Year

Russell Investments was named the "Factor Investing Offering of the Year" winner at the 2023 European Pensions Awards for being "ahead of the rest" in our research, client education, and focus on environmental, social, and governance (ESG) factors.⁵