Sustainable Investing

We reflect what matters most to you.

Our multi-manager open architecture approach is at the core of what we do. As a global investment platform, we offer sustainability expertise and a unique suite of direct investing tools and solutions to build investment portfolios that reflect what matters most to you.

SUSTAINABILITY-THEMED STRATEGIES

If you are seeking specific portfolio outcomes, such as decarbonization or impact focused, our team can collaborate with you to implement sustainability-themed investment strategies to pursue your desired objective.

MANAGING EXCLUSIONS

If you are seeking to mitigate specific sustainable risk exposures, our team can implement portfolio exclusions designed to minimize unintended exposures whilst still aligning to top-level investment objectives.

MANAGING OVERLAYS AND OUTCOMES

We have a range of tools that can be used to manage portfolio overlays and outcomes (e.g. portfolio tilting to adjust exposure to sustainability outcomes, enhanced portfolio implementation).

Advice

We can provide support to help you define and achieve your sustainability goals.

Our tailored advisory services can help address your sustainability needs, from education to policy setting.

Solutions

We have developed a range of solutions to address the diverse risk, return and sustainability objectives of our global clients.

Portfolio Management

We understand the challenges you face and can offer a sophisticated range of tools and asset exposures to help you meet your long-term sustainability goals.

Manager Research

We can guide you in selecting the solutions that best meet your objectives. With expertise in researching and evaluating money managers, our researchers are dedicated to identifying the best-in-class manager products/solutions across the whole sustainability spectrum.

Active Ownership

We see active ownership as an important component of our investment responsibilities.

Proxy voting, engagement and industry collaborations are a core part of our sustainability offering.

Tools & Analytics

We have invested in and developed tools and analytics to provide transparent reports, allowing you to track your performance against sustainable investing goals and stay on top of regulatory requirements.

2009

Became a UN PRI signatory¹

★★★★★

Policy Governance and Strategy module of the PRI annual assessment²

Russell Investments is recognized again by RIAA as a Responsible Investment Leader 2024.

Russell Investments' policy is to incorporate responsible investing into our investment manager evaluation process, our portfolio management, our advisory services, and through implementing proprietary solutions as desired by clients.

As a premier investment solutions partner with multi-asset and multi-manager capabilities, we leverage a broad set of relationships to exert influence and enable multiple levels of engagement. These connections also provide information sharing and serve as an important feedback loop into our active ownership processes.

Climate change policy

Russell Investments' policy is to research, measure, report and consider climate change risk and opportunities as integral parts of our investing practice, our active ownership, and our business operations. Our measures, reported metrics, and consideration of climate risk and opportunities are integrated into our sub-advisor research and selection, portfolio management, advice, proxy voting and shareholder engagement, and day-to-day business.

Sustainability risk policy

Russell Investments' policy is to integrate sustainability risk management in our investment solutions by identifying, evaluating, and managing relevant risks in our investment manager review process, portfolio management, and through implementing proprietary solutions. We believe sustainability risks are most relevant to investment outcomes when they exhibit financial materiality, and, like all investment risks, are incorporated by balancing expected risk with expected reward.

In managing investment solutions, we consider financially-material sustainability risks in the context of expected rewards using a blend of inputs from sources including, but not limited to, investment managers, third-party data sources, and Russell Investments propriety analysis. Furthermore, we incorporate bespoke sustainability risk management based on clients' requirements for customized mandates. We also seek to collaborate with our advisory clients to consider, monitor, and manage sustainability risk priorities in their portfolios.

Related reports

Principles for Responsible Investment (PRI)

• Russell Investments' 2023 Investment Stewardship Report
• Task Force on Climate-Related Financial Disclosures
  (TCFD Report)
• 2023 PRI Assessment of Russell Investments explained
• 2023 PRI Summary Scorecard
• 2023 PRI Transparency Report
• 2023 PRI Assessment Methodology

Proxy voting

• Proxy voting guidelines
• Proxy voting disclosures

Research and more

Articles and whitepapers

• Annual ESG Manager Survey
• From process to outcome: Sustainable investing in fixed income
• Materiality Matters: Targeting the ESG issues that impact performance
• Responsible Investing Roadmap
• It's official: U.S. retirement plans can consider ESG factors
• What happened at COP28 and why does it matter to the average investor?
• Active ownership can help combat climate change. Here's how.

Client case studies

• Adding an ESG option to a DC plan menu
• University foundation reduced carbon exposure in its portfolio by 50%, increased holdings in green energy, and aligned portfolio return goals with sustainable investing strategies
• Foundation aligned investment program with mission and reduced costs through ESG beta completion portfolio