Russell Investments ‘$20 billion club’ analysis: Pension plan funded status hits highest level since 2007
Liabilities and assets plummet as corporate pension industry navigates unusual patterns in 2022
Seattle, February 8, 2023
Zach Buchwald to lead Russell Investments as Chief Executive Officer and Chairman
Leveraging significant leadership experience in asset management, Buchwald, former head of BlackRock's North America institutional business, will focus on driving the global investment solutions firm's next phase of growth
Seattle, January 11, 2023
Russell Investments selected as OCIO partner by the Maricopa Community Colleges Foundation
Firm wins assignment with its high-touch approach to managing complex E&F portfolios
Russell Investments ‘$20 billion club’ analysis: Pension plan funded status hits highest level since 2007
Russell Investments’ survey: Fixed income managers see resilient fundamentals amid headwinds
Majority of survey respondents expect inflation to remain above 2.5% over the next five years
Seattle, December 6, 2022
Russell Investments’ 2023 global market outlook: Strategists expect a shift from darkness to dawn in 2023 outlook
Team sees global economic recovery on the horizon and a comeback for diversified portfolios
Seattle, November 16, 2022
Russell Investments’ research finds 86% of corporate pensions as healthy long term amid volatile markets of 2022
Prudent Pension Funding Report finds a majority could achieve full funding in just three years with no change to their current allocations.
Seattle, October 13, 2022
Russell Investments selected as finalist for asset manager of the year
MMI/Barron’s Industry Awards’ committee spotlights the firm’s tax-managed solutions program
Seattle, September 27, 2022
Russell Investments’ global market outlook: Strategists still expect softish landing as Powell pivot postponed
Team sees very negative investor sentiment as good indicator that bad news is priced in
Seattle, September 14, 2022
Russell Investments earns two key wealth management awards
Personalized Managed Accounts and Global Head of Marketing recognized as industry leaders
Seattle, August 4, 2022
Russell Investments announces CEO transition process
- Michelle Seitz to step down by year end, concluding successful five-year tenure
- Global CIO Kate El-Hillow appointed Co-President alongside Kevin Klingert
Seattle, July 7, 2022
Russell Investments survey: Fixed income managers expect increased inflation to persist
Quarterly survey finds managers see U.S. core inflation stuck in 3%-4.5% in 12 months
Seattle, July 6, 2022
Russell Investments named as finalist for key asset manager awards
Personalized Managed Accounts and Global Head of Marketing recognized as industry leaders
Seattle, June 28, 2022
Russell Investments’ global market outlook: Strategists see ‘fear of the known’ driving market outlook at mid-year
Team expects equity markets to stabilize and possibly recover in the second half of 2022
Seattle, June 23, 2022
Russell Investments expands direct-indexed options in PMA suite
New solutions empower advisors and their clients to add custom overlays and exclusion services
Seattle, May 23, 2022
Baird launches Russell Investments’ Personalized Managed Accounts on its advisory platform
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay
Seattle, April 6, 2022
Russell Investments hires endowment expert
Samantha Foster to focus on investment solutions for non-profits
Seattle, March 29, 2022
Russell Investments’ global market outlook: Strategists see 2022 outlook as dented, not derailed by Russian war
Team still sees global economy on track for moderately above-trend growth this year
Seattle, March 7, 2022
Russell Investments ‘$20 billion club’ analysis: Average funded status of large pension plans rises to 93.8% in 2021
Discount rates and investment returns propel funded status to highest point since 2007
Russell Investments’ strategists see moderation in 2022 market outlook
Team expects above-trend economic growth, declining inflation after early-year peak, and moderate investment returns with non-U.S. equities finally outperforming U.S. stocks
Boston, November 30, 2021
Nonprofits Tackle Climate Change, Focusing on “E” in ESG
New research from Cerulli and Russell Investments Finds Nonprofits Urging Climate Correction Action from Consultants and Managers
Seattle, November 23, 2021
Russell Investments survey: Fixed income managers expect inflation to hasten interest-rate hikes
Seattle, November 10, 2021
Global ESG survey: Asset managers reveal greater engagement with underlying investments, as asset owners identify climate change as their top ESG concern
- 90% of respondents in Russell Investments’ global survey of 369 asset managers include ESG in discussions with underlying investments
- 60% of managers globally identify climate change/environmental issues as their clients’ top ESG concern
- 80% of managers highlight governance as the most important ESG factor, but Continental European and Canadian managers put greater focus on environmental issues
Boston, October 19, 2021
Institutional asset owners and managers address efforts to build and sustain diversity
Seattle, September 28, 2021
Russell Investments’ Q4 2021 market outlook: Strategists expect pandemic-recovery trade to shake off growing pains
Seattle, June 29, 2021
Russell Investments’ mid-year market outlook: Strategists expect global reopening trade to stay on course through 2021
Seattle, June 24, 2021
Russell Investments survey: Inflation expectations surge among fixed income managers
Seattle, May 3, 2021
Russell Investments makes additions to senior leadership team
Seattle, April 20, 2021
Russell Investments Announces Net-Zero Carbon Emissions Goal
Seattle, April 5, 2021
Russell Investments’ strategists expect 7% U.S. real GDP growth for 2021
Seattle, WA; Bala Cynwyd, PA – March 30, 2021
Russell Investments Enters Strategic Partnership with Hamilton Lane to Accelerate Private Markets Capabilities
Hamilton Lane takes a $90 million stake in Russell Investments
Seattle, March 23, 2021
Russell Investments survey: Fixed income managers expect full economic recovery by 2022
Seattle, March 2, 2021
Russell Investments ‘$20 billion club’ analysis: Average funded status of large pension plans rises to 86.2% in 2020
Contributions increased in 2020, but appear on track for long-term low in 2021
Seattle, January 28, 2021
Russell Investments launches Personalized Managed Accounts, propelling tax management to the next level of customization
2021 Global Market Outlook: Russell Investments’ market strategists see the ‘old normal’ in 2021 outlook
Team believes vaccine prospects likely to make 2021 a year of economic recovery
Seattle, October 7, 2020
Russell Investments expands Personalized Managed Accounts team
Firm hires two investment professionals with experience delivering personalized tax-managed solutions
Seattle, October 6, 2020
Russell Investments’ sixth-annual ESG survey: ‘Governance’ remains the dominant consideration for asset managers as they increasingly amplify ‘environment’ and ‘social factors
- Nearly 80% of 400 firms surveyed incorporate ESG factor assessments in their investment process
- More than 90% of fixed income managers using bondholder engagement for greater ESG insights
Seattle, September 29, 2020
2020 Global Market Outlook - Q4 update: Russell Investments’ strategists see old new cycle in Q4 outlook
Team prefers non-U.S. equities to U.S. equities in second stage of Covid-19 economic recovery
Seattle, August 18, 2020
Russell Investments earns fifth-consecutive A+ rating for strategy and governance in global industry assessment of responsible investing
UN-supported Principles for Responsible Investment also rates the firm high in all assessed categories
Seattle & Boston, August 06, 2020
Russell Investments selects Vestmark to power Personalized Managed Accounts with innovative tax-managed overlays
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions
Seattle, August 03, 2020
Russell Investments survey: Financial advisors see larger role for tax-managed strategies in the second half of 2020
Mid-year results mirror a similar survey conducted in early 2020 prior to the COVID-19 pandemic
Seattle, July 14, 2020
Russell Investments extends sustainable investing strategy to serve U.S. institutional market as demand for a solution rises
Western Washington University Foundation is first U.S. OCIO client to adopt strategy
Seattle, July 10, 2020
Benefit Consultants Group, a Horace Mann Company, teams up with Russell Investments to launch Personalized Retirement Accounts
Seattle, June 24, 2020
Russell Investments strategists shift outlook to neutral amid ‘The Great Reopening’ of global markets
Strategists see five longer-term implications of pandemic’s impact on markets
Seattle, June 22, 2020
Russell Investments survey: Fixed income managers curb their enthusiasm for market recovery
43% of respondents say the market won’t revert to a pre-COVID 19 level until 2022
Seattle, May 6, 2020
Russell Investments study details how financial advisors add value
Firm launches ‘Effective Client Reviews’ resource to help advisors amplify their value amid COVID-19 turbulence
April 13, 2020
Russell Investments enhances ESG scoring approach
Upgraded “materiality matters” methodology rejects one-size-fits-all approach
March 25, 2020
2020 Global Market Outook-Q2 update: Russell Investments strategists see 2020 global recession
Team expects solid upswing in the second half if the COVID-19 virus threat clears
March 4, 2020
Russell Investments analysis: ‘$20 billion club’ sees record plunge in contributions for 2019, while both assets and liabilities peak again
Annual analysis shows little change in funded status for large pensions amid contrasting trends
February 19, 2020
Russell Investments completes private fund management registration in China to serve domestic qualified investors
PFM expedites the firm’s long-standing strategic growth trajectory in China
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