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, 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
December 10, 2019
Russell Investments’ strategists expect economic rebound in 2020
Annual market outlook report pushes the risk of recession further out to late 2021
October 14, 2019
Russell Investments earns A+ score in annual industry assessment of responsible investing strategy and governance
UN-supported Principles for Responsible Investment scores Russell Investments high across full spectrum of 10 assessed categories
June 12, 2019
Russell Investments launches tax-managed real assets fund
New fund increases tax efficiency in reallocated tax-managed model strategies.
February 13, 2019
Russell Investments hires new president for China business
Ying Tan will oversee the firm’s strategic growth initiatives in China.
January 30, 2019
Russell Investments appoints Chief Investment Officer
Peter Gunning moves into permanent role as the firm strengthens its technology-enabled, investment solutions world-wide.
December 5, 2018
Shareholders Service Group (SSG) and Russell Investments announce partnership to deliver practice management expertise to RIAs
Russell Investments to be National Sponsor at the SSG Conference for RIAs and Partner on Monthly Best Practices Sessions
November 14, 2018
Russell Investments delivers new income model portfolio strategies via Envestnet, Baird & TD Ameritrade
Global asset manager Russell Investments announced today that financial advisors and their clients now have access to the firm’s two new income model portfolio strategies – the Target Income Model Strategy and the Target Income Plus Model Strategy – through Envestnet’s third-party fund strategist platform.
November 1, 2018
Russell Investments hires new Chief Financial Officer
Jennifer McPeek is the fourth senior executive to join this year as the firm positions itself for continued growth.
October 15, 2018
Russell Investments Announces “Tax-Smart” Partnership with LifeYield LLC
Agreement aims to provide financial advisors with new software tools to create tax-smart, multi-account investment and retirement strategies.
September 6, 2018
Russell Investments achieved consistently high “A” scores for responsible investing in 11 categories
UN-supported Principles for Responsible Investment (PRI) assesses signatories annually, offering a median score of “C” in seven categories where Russell Investments received an A.
July 19, 2018
Russell Investments appoints Chief Operating Officer
Global asset manager Russell Investments today announced that Rick Smirl will join the firm in a new position as Chief Operating Officer, effective July 30, 2018.
July 18, 2018
Russell Investments Expands Distribution of Adaptive Retirement Accounts
Global asset manager Russell Investments announced an agreement today with retirement plan recordkeeper OneAmerica® to distribute Russell Investments’ Adaptive Retirement Accounts (ARA) on behalf of defined contribution plan clients.
July 12, 2018
Russell Investments expands dedicated RIA support
Global asset manager Russell Investments has hired three new regional investment consultants dedicated to serving the specialized needs of registered investment advisers (RIAs) throughout the U.S.
June 27, 2018
Russell Investments’ 2018 Global Market Outlook – Q3 Update: Strategists on watch as markets walk trade-war tightrope
Russell Investments released its 2018 Global Market Outlook – Q3 Update today, offering economic insights and market forecasts from the firm’s global team of multi-asset investment strategists.
June 18, 2018
Russell Investments appoints Global Head of Product
Robert Hostetter assumes newly created role to guide the firm’s global investment expertise into solutions that meet the evolving needs of clients.
June 6, 2018
Alliance Benefit Group aligns with Russell Investments’ ARA program
Alliance Benefit Group, LLC (ABG), the nation’s largest independent recordkeeping firm, has announced a strategic alliance between ABG and Russell Investments’ Adaptive Retirement Accounts (ARA) program.
May 2, 2018
Russell Investments appoints new Chief Human Resources Officer with broad mandate
Gene Raffone to oversee industry-leading global workforce with an agenda to attract talent, empower people throughout the organization and drive firm growth.
April 25, 2018
Russell Investments Active Manager Review – Q1 2018: Active managers fare well in Q1, add to defensive positions
Global asset manager Russell Investments today released findings from its quarterly assessment of active manager performance, based on a review of 1,200 institutional money manager products monitored by the firm’s global equity manager research team.
March 28, 2018
Russell Investments’ 2018 Global Market Outlook – Q2 Update: Opposing market forces vie for dominance in early 2018
Russell Investments released its 2018 Global Market Outlook – Q2 Update today, offering economic insights and market forecasts from its global team of multi-asset investment strategists.
March 6, 2018
Russell Investments unveils more meaningful ESG scoring
Global asset manager Russell Investments has created another research breakthrough in ESG (environmental, social & governance) investing with a material ESG score, which more accurately identifies ESG factors that could impact the financial performance of publicly-traded companies. The research findings were released today in a paper titled Materiality Matters: Targeting ESG issues that impact performance. The paper presents research that these material ESG scores are better predictors of stock return compared to traditional, non-material ESG scores.
February 12, 2018
Russell FX Network (RFX Network) powered by Integral InvestorFX™ delivers 64% savings in transaction cost
Global asset manager Russell Investments today released figures from an internal study showing significant cost savings delivered by Russell FX Network (RFX Network) for currency transactions in 2017.
February 5, 2018
Russell Investments expands distribution of adaptive retirement accounts
Global asset manager Russell Investments announced an agreement with global consulting and actuarial firm Milliman to distribute Russell Investments’ Adaptive Retirement Accounts (ARA) to defined contribution plans.
December 8, 2017
Russell Investments earns 2017 CIO industry innovation award for investment outsourcing
Global asset manager Russell Investments was awarded Chief Investment Officer—CIO’s 2017 Industry Innovation Award for investment outsourcing on December 7 in New York. The annual award, according to CIO, celebrates the asset owners and organizations driving innovation in institutional asset management.
December 6, 2017
Russell Investments’ 2018 Global Market Outlook: Golden-oldie bull market may face the music in 2018
Russell Investments released its 2018 Global Market Outlook today, offering economic insights and market forecasts from its global team of multi-asset investment strategists.
September 27, 2017
Russell Investments’ 2017 Global Market Outlook – Q4 Update: Asset class sweet spot may sour on valuations
Russell Investments released its 2017 Global Market Outlook – Q4 Update today, offering economic insights and market forecasts from its global team of multi-asset investment strategists.
September 19, 2017
Russell Investments achieves highest possible “A+” grade for eight categories of responsible investing practices
Global asset manager Russell Investments has received the highest possible grade of “A+” in an annual assessment report from the United Nations-supported Principles for Responsible Investing (PRI) organization for each of the eight categories on which the firm reports data.
September 5, 2017
Michelle Seitz named Chief Executive Officer of Russell Investments
Leveraging her 30 years of experience in asset management, Seitz will lead the next growth phase of the global multi-asset firm.
June 29, 2017
Russell Investments’ 2017 Global Market Outlook – Q3 Update: Report cautions as U.S. market momentum overshoots fundamentals
Russell Investments released its 2017 Global Market Outlook – Q3 Update today, offering economic insights and market forecasts from its global team of multi-asset investment strategists.
May 11, 2017
Eyeing growth opportunities, Russell Investments names MD, business development for U.S. advisor business
Asset management industry veteran Keith McRedmond to spearhead new strategic distribution relationships and deepen existing relationships, expanding availability of multi-asset solutions for end-investors
April 25, 2017
Russell Investments names new Head of EMEA
Joseph Linhares to take the helm of EMEA business as firm looks to extend market leadership in multi-asset investing.
April 10, 2017
Russell Investments appoints Chief Marketing Officer
30-year financial services marketing veteran Hoden to help harness the full power of firm’s storied brand to drive continued business growth and leadership in the multi-asset investing category.
March 29, 2017
Russell Investments’ 2017 Global Market Outlook – Q2 Update: The “fake news” market rally may have to face reality
Russell Investments today released its 2017 Global Market Outlook – Q2 Update, offering economic insights and market forecasts from its global team of multi-asset investment strategists.
January 10, 2017
Russell Investments appoints Bryan Weeks to lead Americas Institutional business
Global asset manager Russell Investments announced today that Bryan Weeks has joined the firm as head of its Americas Institutional business.
December 6, 2016
Russell Investments’ 2017 Global Market Outlook: Trumponomics & Brexit point to an investing roller coaster in 2017
Russell Investments today released its 2017 Global Market Outlook, offering economic insights and market forecasts from its global team of multi-asset investment strategists for the year ahead.
December 5, 2016
Russell Investments signs landmark agreement with China AMC
Russell Investments has signed a landmark agreement with China Asset Management Co., Ltd. (China AMC), one of China’s leading fund management companies in terms of mutual fund assets under management, further establishing Russell Investments’ position in this increasingly important emerging market.
November 29, 2016
Russell Investments appoints Mark Spina to lead U.S. advisor-focused business
Spina will help advisors meet individual investors’ needs for outcomes utilizing Russell Investments’ multi-asset solutions.
October 3, 2016
Russell Investments’ 2016 Global Market Outlook–Q4 Update
Russell Investments today released its 2016 Global Market Outlook – Q4 Update, offering the latest economic insights and market forecasts from its global team of investment strategists, which help guide the firm’s multi-asset portfolios and services.
September 26, 2016
Russell Investments' Adaptive Retirement Accounts to leverage Envestnet | Retirement Solutions’ patented participant advice engine for DC plan participants
Global asset manager Russell Investments will soon extend the availability of its Adaptive Retirement Accounts, a customized managed account option designed to be utilized as a qualified default investment alternative (QDIA) option for defined contribution plan participants, by leveraging Envestnet | Retirement Solutions’ Qualified Individualized Life Target Solutions (ERS QuILTS™) technology.
August 23, 2016
Russell Investments’ RFX Network extends accessibility via Eze Software
Global asset manager Russell Investments announced today that Russell FX Network (RFX Network) is now accessible to clients via Eze Software Group’s order management system (Eze OMS), expanding RFX Network’s real-time connectivity to the global financial community.
July 6, 2016
Russell Investments 2016 Global Market Outlook Q3 Update
Russell Investments released its 2016 Global Market Outlook – Q3 Update, offering the latest economic insights and market forecasts from its global team of investment strategists, which help guide the firm's multi-asset portfolios and services.
June 15, 2016
Russell Investments’ RFX Network connects to the Charles River Network
Development bolsters liquidity in cutting-edge alternative to the London fix
May 25, 2016
Russell Investments honored with Strategist of the Year Award
Award from Envestnet | PMC and Investment Advisor magazine recognizes depth and breadth of firm’s practice management support for advisors
May 12, 2016
Russell Investments mobilizes asset allocation expertise globally
Newly dedicated team to drive further innovation in multi-asset solutions
April 20, 2016
Russell Investments adds more senior-level expertise to DC team
Combined team with more dedicated DC resources demonstrates commitment to growing business.
April 5, 2016
New Russell Investments survey finds financial advisors are focused on market volatility over other business challenges
Latest Financial Professional Outlook suggests volatility may be impacting advisors’ ability to address aging client base, regulatory hurdles, succession planning, and other potential threats.
March 30, 2016
Russell Investments’ 2016 Global Market Outlook–Q2 Update
Russell Investments released its 2016 Global Market Outlook – Q2 Update, offering the latest economic insights and market forecasts from its global team of investment strategists, which help guide the firm’s multi-asset portfolios and services.
January 13, 2016
Russell Investments expands executive leadership team, naming Vernon Barback President
Newly created role part of Russell Investments’ efforts to maximize global growth opportunities
January 11, 2016
Nyhart Actuary and Employee Benefits re-enrolls its DC participants into Russell Adaptive Retirement Accounts
QDIA option uses the Russell Adaptive Investing™ methodology and new DC plan investment menu to customize portfolios for DC plan participants
January 6, 2016
Russell Investments' 2016 Annual Global Market Outlook: The Fed awakens as business cycles mature, valuations stretch
Russell Investments has released its 2016 Annual Global Market Outlook report, detailing key investment insights, economic forecasts and market expectations from the firm's global team of investment strategists.
December 8, 2015
Advisors’ market optimism falls to all-time survey low amid challenging macro environment and volatility, reports Russell Investments’ latest Financial Professional Outlook
Distracted by market noise, advisors and their clients may be missing an opportunity to have structured, deliberate conversations about income goals
November 25, 2015
Russell Investments expands implementation team in Asia-Pacific
After a record 40% growth in assets traded for clients in the Asia-Pacific region in 2014, Russell Investments’ implementation services team has expanded with the addition of two new portfolio manager roles in Sydney and Tokyo.
October 8, 2015
LSEG announces proposed sale of Russell Investments to TA Associates and Reverence Capital Partners
London Stock Exchange Group (LSEG) announced on October 8, 2015 it has entered into an agreement to sell the investment management and solutions business of Russell Investments to TA Associates, one of the world’s oldest and most experienced global growth-oriented private equity firms. Reverence Capital Partners (Reverence Capital), an investment firm with broad asset management experience, has partnered with TA Associates and will be a significant minority investor.
October 1, 2015
Russell Investments strategists’ outlook: Uncertainties around China and prospect of Fed tightening create an inflection point, not turning point, for global market outlook
Continue high conviction overweight to eurozone; modest underweight to U.S. equities. China experiencing a meaningful deceleration but ultimately a soft landing
September 24, 2015
Russell Investments boosts consultant relations team
Team fortifies commitment to consultant relationships and enhancing awareness of Russell Investments’ asset management and implementation capabilities
September 22, 2015
Russell Investments' online game – What kind of advisor are you? – challenges advisors to evaluate approach
Interactive online quiz helps financial advisors navigate real-life investment and business scenarios to learn more about their decision-making styles and access resources to help address key practice management challenges.
August 6, 2015
Russell Investments' recently launched RFX Network successfully matches first buy-side trades at the WM/Reuters London 4 p.m. fix
New end-to-end foreign exchange (FX) trading solution offers superior netting for institutional investors to match buy-side interest at midrate.
August 4, 2015
Russell Investments' advisor survey finds more conversation needed on best practices for tax-aware portfolios
Clients' tax burdens have risen, yet advisors are missing opportunities to make tax management part of core value offering.
June 30, 2015
Russell Investments Strategists’ Outlook: Fed rate hike and Greek bailout dominate mid-year 2015 update
Russell Investments' global team of investment strategists today released the 2015 Global Outlook – Q3 Update report today, which highlights the most recent economic insights and market expectations from the firm's global team of investment strategists.
June 1, 2015
Russell Investments expands tax-managed fund offerings and enhances strategic asset allocation in tax-managed model portfolios designed to help investors achieve higher after-tax returns
New Russell Tax-Managed International Equity Fund and Russell Tax Exempt High Yield Bond Fund join Russell Tax-Managed Model Strategies, boosting each model’s allocation to tax-aware funds to greater than 90%.
May 4, 2015
Russell Investments launches new fund for investors seeking yield-oriented investment strategies
Russell Multi-Strategy Income Fund uses multi-asset approach to balance yield and total return objectives to help meet investors' current and future income needs.
March 31, 2015
Russell Investments Strategists’ Outlook – Q2 2015 Update
Russell Investments released its Strategists’ 2015 Global Outlook – Q2 Update report today, which highlights the most recent economic insights and market expectations from the firm’s global team of investment strategists.
March 31, 2015
New non-profit handbook provides step-by-step investment strategy guide
The Non-profit Fiduciaries’ Handbook is designed to provide practical advice, planning tools and best practice information for those designing, constructing and managing a non-profit’s investment program.
March 26, 2015
Russell Investments boosts global team of strategists informing the firm’s multi-asset portfolio management
Russell Investments has hired Paul Eitelman to serve a key role on its global team of investment strategists, whose research and views help guide the firm’s multi-asset portfolios and services for institutional and retail investors. Eitelman most recently served as vice president, senior economist at J.P. Morgan in New York.
March 2, 2015
Biggest U.S. corporate pension plans stung by improving longevity in 2014
Widespread adoption of new mortality tables added $29 billion to combined liabilities for $20 billion club members in 2014, turning an already tough year into a significant setback, according to new Russell Investments’ research.
February 9, 2015
Russell Investments’ Transition Management service receives “Industry Innovation Award,” expands team to meet increasing client demand
Global asset manager Russell Investments recently earned its fourth consecutive CIO Magazine Industry Innovation Award. Specifically, Russell was recognized in the asset servicing category for its continued commitment to, and success in, transition management (TM) in 2014.
February 5, 2015
London Stock Exchange Group plc (“LSEG” or the "Group") comprehensive review announcement
London Stock Exchange Group plc (“LSEG” or the "Group") announced today that it has concluded the comprehensive review of the investment management business of Russell Investments (“Russell Investment Management”), as previously announced on 26 June 2014.
January 21, 2015
Russell Investments and Integral launch comprehensive execution service for institutional investors — designed to fix the Fix
Global asset manager Russell Investments and Integral Development Corp., a leading FX technology company, announced today the launch of Russell FX Network (RFX Network), a new end-to-end trading solution for the buy-side community for netting, execution and allocation of foreign exchange transactions.