Bridge

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.

Institutional investors

Institutional homepage
Connect

Financial advisors & investment platforms

Advisor homepage
Connect

Individual investors

Investor homepage
Watch video

Who we serve

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

caterpillar logo

centurylink logo

Toyota Motor Corporation

mosaic logo

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 services

An extensive range of investment services 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

Global investment strength and experience

#3

OCIO globally1

 

#2

retail model provider 2

 

#5

advisor globally3

$284.8b

assets under management4

 

$2.5t

assets under advisement5

 

$2.2t

assets traded through implementation services5

84

years in business

 

51

years in institutional investment consulting and manager research

35

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

45%

investment professionals who are CFA charter holders

 

20

offices worldwide

 

32

countries in which we serve clients

All data as of June 30, 2020 unless otherwise noted.

1Source: Pensions & Investments, “Special report: Outsourcing Managers”, Issue date: June 24, 2019. Available at: https://www.pionline.com/specialreports/outsourcing-managers https://researchcenter.pionline.com/rankings/outsourcing-manager/datatable

2Based on total assets out of 27 providers. Strategists surveyed during 4Q 2018 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 2.02 Top-10 Providers of Model Portfolios, The Cerulli Report—U.S. Asset Allocation Model Portfolios 2018.

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

4Includes derivative overlay assets

5As of December 31, 2019.

Recognition

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

Ranked as a top global manager of outsourced institutional assets in the world1.

Named winner in investment outsourcing innovation for fifth year2.

P&I Top 5 Ranked Consultant Award 2019

A leading consultant in worldwide assets3.

12020 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

2Source: CIO Magazine. “The CIO 2017 Industry Innovation Awards: Excellence in Asset Management and Servicing”. Issue date: December 2017. Retrievable at: https://www.ai-cio.com/lists/2017-asset-management-servicing-winners/?type=Investment-Outsourcing

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

Awards do not pertain to any funds or products mentioned on this page.

Global horizon
APPROACH

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

Site preferences