Russell Investments Core Investment Beliefs

Russell’s business spans many countries and we serve many different types of clients. We offer a wide variety of products and services. There is however a core set of beliefs that guide the investment strategies we design, recommend and implement. These beliefs are founded on decades of experience and thorough research and evaluation.

This note attempts to articulate the key foundational beliefs underlying Russell’s investment approach. Each belief is summarised as an observation with a brief exposition attached. The relevant research substantiation is placed against each belief in reverse chronological order. Key documents in each belief set are highlighted in yellow.