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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, financial advisors, and individual investors.

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Institutional investors

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Financial advisors & investment platforms

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Individual investors

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Who we serve

We serve some of the world's most iconic investors.

att logo

berry bros and rudd logo

boeing logo

caterpillar logo

centurylink logo

duke energy logo

Harbison Walker

Hayward Tyler logo

Mazda Motor Corporation

National Farmers' Union of England and Wales

New Zealand Steel

SBZ Corporation logo

Toshiba Corporation

Union Pacific

Representative client list as of March 2022. 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

Global representative client list was selected from Russell Investments’ complete client roster and clients have given permission to publish their names (as of March 2022). Clients listed hold top AUM and/or AUA within their region and were selected based on who would be most relevant to the target audience of this content. 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

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

Holistic outsourcing

A range of holistic solutions, particularly suited to those seeking an oversight role.

OCIO for institutions
Advisor solutions

Customized portfolio solutions

An extensive range of investment solutions for Corporate and Financial Institutions seeking to enhance their internal capabilities.

For institutions

Funds & strategies

A comprehensive range of funds and strategies including outcome oriented, multi-asset and specialized sectors.

Funds & strategies for institutions
Investment solutions for advisors

 

Our numbers

We are a leading global investment solutions partner

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Diversified, industry-leading solutions provider

#4

OCIO globally ¹

 

#6

consultants globally ²

money globes

Only scaled independent global investment solutions firm

$326.3b

assets under management

 

$1.2t

assets under advisement ³

 

$2.5t

assets traded through implementation services ⁴

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Longstanding global platform

86

years in business

 

53

years in institutional investment consulting / manager research

 

43 / 36

years in EMEA / APAC

 

37

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

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Innovative client-centric heritage, fiduciary mindset and highly experienced team

19

offices globally ⁵

 

93%

very satisfied or satisfied client rating ⁶

 

A / A+

UNPRI ESG Ratings ⁷

 

17

years average industry experience

All data as of March 2022 unless otherwise noted.

¹ Source: Pensions & Investments, "Special report: Outsourcing Managers", Issue date: June 28, 2021. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable.

² Source: Pensions & Investments. (2021, November 29). “Special report: Investment Consultants” and “Client demands push consultants to upgrade tech”. Available at: https://www.pionline.com/consultants21

³ As of December 31, 2021.

⁴ As of December 31, 2021.

⁵ As of January 31, 2022.

⁶ Refer to appendix '2019 Chatham Partners Client Satisfaction Survey'.

⁷ PRI 2020 Assessment Report.

Recognition

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

Ranked among the leading institutional investment outsourcing providers globally ¹

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Ranked as a top global manager of institutional outsourced assets in the world ²

P&I Top 5 Ranked Consultant Award 2019

Ranked as the sixth largest investment consultant ³

top ranked model provider badge

Ranked as the number one asset manager model provider ⁴

¹ Source: Pensions & Investments, "Special report: CIO Outsourcing", Issue date: June 28, 2021. Available at:
https://www.pionline.com/OCIO2021

² CIO Magazine. (2021, April). "2021 Outsourced-Chief Investment Officer Survey". Available at: https://www.ai-cio.com/surveys/2021-outsourced-chief-investment-officer-survey/

³ Pensions & Investments. (2021, November 29). "Special report: Investment Consultants". Available at: https://www.pionline.com/consultants21 and https://researchcenter.pionline.com/v3/rankings/consultant/specialreports/aua-ww-instl

⁴ Based on total assets. Model providers surveyed during 4Q 2019 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 3.02 Top 25 Asset Manager and ThirdParty Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report U.S. Asset Allocation Model Portfolios 2020.

Awards do not pertain to any funds or products mentioned in this presentation.

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APPROACH

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