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

SEATTLE, May 25, 2016 — Global asset manager Russell Investments was honored at the 12th annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards with a 2016 Strategist of the Year Award. Envestnet | PMC and Investment Advisor magazine partnered to choose the winners and presented the award on May 19 at the Envestnet Advisor Summit in Chicago. Russell Investments was specifically recognized for its deep capabilities in providing best in class advisor practice support, including industry-leading content, thought leadership and advisor best practices material. 

“Building solid, long-term relationships with firms and advisors is a priority,” said Sam Ushio, head of practice management for Russell Investments’ U.S. advisor-sold business. “Our practice management team focuses on helping advisors build successful, sustainable businesses and better embracing and managing through emerging market trends so that they can continue to be competitive in the marketplace and offer the utmost value to their clients.”  

Russell Investments’ robust advisor practice support includes: 

  • Several specialized curriculums, including “Sustainable Advisor” which addresses the new DOL fiduciary rule, as well as “Creating Capacity” and “Acceleration.” 
  • In-depth quarterly review tools to arm advisors for client updates, along with thought leadership in the form of white papers, Russell Investments blog posts and capital markets insights.
  • Model strategies – both core and tax-managed – which help advisors leverage Russell Investments’ expertise and theirs to better serve clients.
  • Tax-managed investing expertise to help meet the specialized needs of tax-sensitive investors and supporting resources, such as continuing education materials for CPAs and the new Russell Investments 2016 Advisor Handbook on After-Tax Wealth.

“We are proud to offer extensive national account and sales team coverage to Envestnet partners and advisors that includes not only practice management support, but also deep multi-asset investment expertise,” said Justin Greene, managing director, national accounts. “We’re committed to partnering deeply with clients by offering insights and tools that help them not only better serve their clients, but also grow the value of their businesses.” 

Russell Investments is the largest of 120 third-party strategists as ranked by AUM on the Envestnet platform. A full suite of Russell Investments products are currently available at Envestnet, including model strategies, individual funds and separate accounts. 

About Russell Investments

Russell Investments, a global asset manager, is one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve their desired investment outcomes.

Russell Investments has more than $247 billion in assets under management (as of 3/31/2016) and works with more than 2,500 institutional clients, independent distribution partners and individual investors globally. As a consultant to some of the largest pools of capital in the world, Russell Investments has $2.2 trillion in assets under advisement (as of 6/30/2015). The firm has four decades of experience researching and selecting investment managers and meets annually with more than 2,200 managers around the world. Russell Investments also traded more than $2 trillion in 2015 through its implementation services business.

Headquartered in Seattle, Washington, Russell Investments operates globally, including through its offices in Seattle, New York, London, Paris, Amsterdam, Milan, Dubai, Sydney, Melbourne, Auckland, Seoul, Tokyo, Shanghai, Beijing, Toronto, Chicago and Milwaukee. For more information about how Russell Investments helps to improve financial security for people, visit or follow @Russell_Invest.

Kate Stouffer Bauman, 206-505-1858, or
Emily Serafin, 718-875-2122, or

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