Bridge

WHO WE ARE

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

Who we help

We work with institutions, financial advisors, and individual investors.

Who we serve

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

Russell Investments Clients

Representative client list as of December 2023. 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.

How we help

We are dedicated to improving people's financial security in a variety of ways.


A range of holistic solutions designed to suit those investors seeking a fiduciary partner.

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

Our numbers

We are a leading global investment solutions partner.

 

Federal or municipal building icon

INDEPENDENT
INDUSTRY LEADER

#3

OCIO globally 1

#5

retail model
provider 2

#9

consultant globally 3

 

Icon of US Dollar, the Euro, and Japenese Yen currencies

SIGNIFICANT
GLOBAL SCALE

$302.7b

assets under
management 4

$1,030b

assets under
advice 5

$2.3t

assets traded 6

Calendar icon

LONG-STANDING
AND EXPERIENCED

88

years in business
 

16

offices globally 7
 

18

years average
industry experience 8

Recognition

We are trusted by independent investment authorities as one of the world's leading asset managers.


Ranked among the leading institutional investment outsourcing providers globally 9

Ranked as a top global manager of institutional outsourced assets in the world 10

Ranked as the ninth largest investment consultant 11


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 December 2023). 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.

1 #3 OCIO globally: 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 December 31, 2022). In 2023, CIO’s “OCIO Survey” included 47 firms.

2 Source: Morningstar 2022 Model Portfolio Landscape, Morningstar Manager Research June 2022. Available on request.

3 #9 consultant globally: For the 15th 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 61 firms (as of June 30, 2023) in the 2023 Pensions & Investments “Special Report: Investment Consultants”. Available at: https://researchcenter.pionline.com/uploads/datastore/consultant/consultant-special-report-1669653072.pdf

4 As of 03/24.

5 As of 12/23.

6 As of 12/23.

7 As of 03/24.

8 As of 03/24. Average industry experience relates to investment professionals.

9 Source: Pensions & Investments, “Special report: OCIO”, Issue date: July 17, 2023. Available at: https://www.pionline.com/specialreports/ocio and https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable

10 Source: CIO Magazine. (2023, June). “2023 Outsourced-Chief Investment Officer Survey”. Available at:
https://www.ai-cio.com/surveys/2023-outsourced-chief-investment-officer-survey

11 Source: Pensions & Investments. (2023, November 20). “Special report: Investment Consultants” Available at: https://researchcenter.pionline.com/uploads/datastore/consultant/consultant-special-report-1700562455.pdf

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

We paid the following publications a fee for licensing usage rights of the award logo/badge: Pensions & Investments' (P&I) and CIO magazine.

Short-listed recipients were invited to the publications' awards ceremonies, in which we purchased an event table and received licensing usage rights of the award logo/badge.