Established in Tacoma, WA by Frank Russell
We were a pioneer in institutional investment consulting. Our first consulting client, JCPenney, is still with us today.
We helped pioneer the OCIO industry with our first outsourced client.
We invented the first smart-beta strategies with the creation of small cap, growth and value styles.
We launched multi-asset portfolios for advisors serving individual investors.
We invented an effective way to manage portfolio transitions.
We launched our tax-smart investment solutions.
We increased our focus on asset management, reaching $100 billion in AUM.
in assets under advice
in assets under management
We are a premier investment solutions partner, dedicated to improving people's financial security.
Up-to-date with insights from our experts on global markets and trends.
We proudly support equality and diversity in the workplace.
We embody a strong commitment to exceptional standards of corporate responsibility.