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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.

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centurylink logo

Toyota Motor Corporation

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Mitsubishi Electric Corporation

boeing logo

news corp logo

Toshiba Corporation

shell logo

att logo

aetna logo

duke energy logo

nestle logo

Universities New Zealand

Representative client list as of March 2020. 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 2020). 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

#3

OCIO globally 1

 

#1

ranked asset manager model provider 2

 

#5

advisor globally 3

money globes

Only scaled independent global investment solutions firm

$284.8b

assets under management 4

 

$2.5t

assets under advisement 5

 

$2.2t

assets traded through implementation services 6

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Longstanding global platform

84

years in business

 

51

years in institutional investment consulting / manager research

 

41 / 34

years in EMEA / APAC

 

35

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 7

 

93%

very satisfied or satisfied client rating 8

 

A / A+

UNPRI ESG Ratings

 

17

years average industry experience

All data as of June 2020 unless otherwise noted.

1 Source: Pensions & Investments, "Special report: Outsourcing Managers", Issue date: June 29, 2020. Available at: https://researchcenter.pionline.com/v3/rankings/consultant/datatable

2 Out of 25 providers. 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 Third-Party Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report - U.S. Asset Allocation Model Portfolios 2020.

3 Source: Pensions & Investments, "Investment Consultants Directory: 2019". Available at: https://researchcenter.pionline.com/rankings/consultant/datatable.

4 As of June 2020

5 As of December 2019.

6 As of December 2019.

7 As of September 2020.

8 Source: 2019 Chatham Partners Client Satisfaction Survey

Recognition

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

Ranked among the leading institutional investment outsourcing providers globally1.

OCIO leader badge

Ranked as a top global manager of institutional outsourced assets in the world2.

P&I Top 5 Ranked Consultant Award 2019

Ranked as the fifth largest investment consultant3.

1Source: Pensions & Investments, “Special report: CIO Outsourcing: OCIO growth assisted by volatile times”, Issue date: June 29, 2020. Available at: https://www.pionline.com/special-report-cio-outsourcing/ocio-growth-assisted-volatile-timeshttps://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable

22020 Source: CIO Magazine. (2020, March). "2020 Outsourced-Chief Investment Officer Survey". Available at: https:///www.ai-cio.com/surveys/2020-outsourced-chief-investment-officer-survey

3Pensions & Investments, “Investment Consultants Directory: 2019”. Available at: https://researchcenter.pionline.com/rankings/consultant/datatable

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.

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