Personalized Managed Accounts and Global Head of Marketing recognized as industry leaders
SEATTLE, July 6, 2022 — Russell Investments, a global investment solutions partner, has been honored as a finalist for two asset manager awards in the 2022 WealthManagement.com Industry Awards (the “Wealthies”). The firm’s Personalized Managed Accounts (PMA) program was selected as one of three finalists in the Separate Accounts category, while Global Head of Marketing Mollie Jensen was named as one of three finalists in the Chief Marketing Officer of the Year category.
According to WealthManagement.com, a panel of independent judges made up of top names in the industry chose the finalists and will determine the eventual winners of this year’s Industry Awards, which recognize those firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners of the 2022 Industry Awards will be announced at a ceremony in New York City on Sept. 8, 2022.
Russell Investments’ Personalized Managed Accounts (PMA), a distinctive suite of solutions for financial advisors and their clients that can be customized to each investor’s unique and specific needs, was launched in 2021. PMA leverages the firm’s extensive investment manager research, selection and monitoring process, which has formed the cornerstone of advice to global institutional investors for more than 50 years. PMA also further establishes the firm’s leadership position in the managed accounts space, which according to Cerulli Associates’ US Asset Allocation Model Portfolios 2020 report, ranked as the industry’s top provider of asset allocation model portfolios based on total assets1.
Award finalist Mollie Jensen, who is responsible for the development of the firm’s overall marketing strategy, leads marketing activities across all lines of business and channels and serves as Diversity, Equity & Inclusion executive sponsor. Based in Seattle, she originally joined Russell Investments in 1990 and was named to her current role in 2020. Jensen, a member of the firm’s Management Committee and as a senior advisor to the Executive Committee, drove several successful marketing campaigns in the past year across the firm’s global footprint in North America, Europe, the Middle East, and Asia-Pacific, which in large part focused on helping clients navigate through the disruptive challenges of COVID-19 and market volatility.
WealthManagement.com, an Informa business, offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
1Out of 25 providers. 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.
About Russell Investments
Russell Investments is a leading global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 86-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $326.3 billion in assets under management (as of 3/31/2022) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including in New York, London, Toronto, Tokyo, and Shanghai.
Contact: Steve Claiborne, 206-505-1858, newsroom@russellinvestments.com