Awards and recognition
When you invest, it's good to know you're among the best. Russell Investments has been globally recognized for excellence in the investment industry.
2020 Outsourced CIO of the Year
Russell Investments was named the winner of “OCIO of the Year” at the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients.
#1 Asset Manager Model Provider based on total assets
Our model portfolios are recognized as a leader in the field. Cerulli Associates has ranked Russell Investments as the #1 asset manager model provider based on total assets.°
A Top Global Manager of institutional outsourced assets
For the ninth 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. Notably, in CIO’s “2020 OCIO Survey,” which included 50 firms, Russell Investments was the largest globally ranked in Defined Benefit outsourced assets and placed among the top five global managers in Healthcare and 401(k), 403(b) or other DC outsourced assets.
A leading OCIO provider
For the 10th year in a row, Russell Investments was globally ranked among leading institutional OCIO managers based on outsourced assets under management (AUM) from 62 firms in the June 2020 Pensions & Investments’ "CIO Outsourcing Manager Survey." Our OCIO solutions has $161.9 billion (as of March 31, 2020) in institutional outsourced AUM around the globe.
A leading consultant in worldwide assets
For the 10th year in a row, Russell Investments was ranked as one of the top-five largest consultants. Ranking is based on worldwide assets under advisement (AUA) by the 2019 Pensions & Investments Consultant Directory.
Winner Thought Leadership / Education
Russell Investments was named as the winner of 2019 MMI/Barron’s Industry Award in the Thought Leadership/ Education category for our recent Value of an Advisor Study - a comprehensive program, with both advisor- and client-centric content, that takes a quantitative, data-driven approach to articulating the value that advisors provide to their clients.
Innovation winner – Investment Outsourcing
Russell Investments was named as the winner of CIO Magazine's 2017 Industry Innovation Award for Investment Outsourcing. CIO cited Russell Investments' top client satisfaction rankings in the magazine's 2016 and 2017 OCIO Vendor Ratings surveys, as well as the firm's position as one of the world's largest OCIO providers. This is Russell Investments' fifth time1; as a CIO Industry Innovation Award winner since the awards were created in 2010.
Top Tier Broker in P&I Tradewatch report
In 32 out of 36 most recent quarters, Russell Investments Implementation Services, LLC has been ranked as a top-tier broker in Pensions & Investments’ Tradewatch report based on the quality of its trade execution (most recently in P&I’s September 2020 issue).2
Currency Manager of the Year
Russell Investments was named the winner of the “Currency Manager of the Year” at the 2019 European Pensions Awards. Chosen among 12 finalists in this category, Pensions Age and European Pensions cited Russell Investments’ “excellent commitment to improving outcomes for both its clients and the wider industry, with its unrivalled ability to manage currency risk, as well as reducing execution cost.”
Fiduciary Manager of the Year
Russell Investments was recognized as the “Fiduciary Manager of the Year” at the 2018 Global Investor Investment Excellence Awards in the UK. Russell Investments was cited by Global Investor Group as having “established itself as one of the top providers of fiduciary management services.”
Transition Management Firm of the Year
Russell Investments was named the winner of the “Transition Management Firm of the Year” at the 2018 European Pensions Awards. Chosen among five finalists in this category, Pensions Age and European Pensions cited Russell Investments’ understanding of clients’ needs and the firm’s demonstrated performance and innovation.
Fiduciary Management Firm of the Year
Russell Investments was recognized as the “Fiduciary Management Firm of the Year” at the 2018 Pensions Age Awards in the UK. Chosen from among 10 finalists in this category, Russell Investments was singled out by Pensions Age magazine’s independent panel of judges as a “truly worthy winner of this competitive award.”
° 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.
1 The CIO Industry Innovation Awards have various categories; recipients may differ each year and not be repeated. Previous award wins: FX (2011); Tactical Risk Management (2012); Investment Outsourcing (2013); Transition Management (2014).
2 Rankings are based on best-performing brokers as measured by the difference in cost/savings against the universe of Elkins/McSherry, a State Street company. The Elkins/McSherry universe is based on the top 50 brokers in each category by U.S. dollar volume. This is a quarterly ranking based on the previous four-quarters as of June 30, 2020.
Implementation services are offered by Russell Investments Implementation Services LLC, a SEC registered investment adviser and broker-dealer member FINRA / SIPC.