We reflect what matters most to you.
Whether you're driven by personal or stakeholder values, aim to mitigate risk, or simply need to comply with regulation, our approach to responsible investment integrates with what matters most.
OUR APPROACH TO RESPONSIBLE INVESTING
Our responsible investing beliefs
As a global investment solutions provider, we believe transparency and investing responsibly can help deliver attractive investment returns and meet client objectives in the long term.
To reflect this, we have founded our responsible investing practice on a set of four beliefs.
ESG factors impact security prices. These factors can vary by company, industry, and region and their importance can vary through time.
A deep understanding
A deep understanding of how ESG factors impact security prices is value-adding to a skillful investment process.
Embedding ESG considerations into a firm's culture and processes improves the likelihood of prolonged and successful investing.
Active ownership of securities is an effective tool for improving investment outcomes.
Our climate change investment beliefs
Future climate events and shocks will affect security prices.
Current security prices may not reflect current climate change risks and opportunities.
The ability to recognize systematic or idiosyncratic mispricing presents skillful asset managers an opportunity to add investment value through both risk management and return opportunity capture.
Active ownership may be used to mitigate climate-change related risks, or to help foster effective adaptation for individual securities and markets.
OUR COMMITMENT TO INVESTING RESPONSIBLY
We collaborate with organizations that establish and drive responsible investment practices.
Became a UN PRI signatory
Proxy votes made at 10,041 meetings in 20211
Russell Investments commits to net-zero carbon emissions goal by 2050 or sooner.Read the announcement
OUR RESPONSIBLE INVESTMENT PROCESS
Putting beliefs into practice
Russell Investments strives to employ a firmwide, holistic, ESG-integrated approach to our investment process.
We encompass responsible investing into our investment manager evaluation process, portfolio management and advisory services, and through implementing proprietary solutions to meet client needs.
Responsible investing policies
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 risks and opportunities as integral parts of our investing practice, active ownership, and business operations. Our measures, metrics, and consideration of climate risk and opportunities are integrated into our sub-adviser research and selection, portfolio management, advice, proxy voting, shareholder engagement, and day-to-day business.
Sustainability risk policy
Russell Investments' policy is to integrate sustainability risks 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 risks based on clients' requirements for customized mandates. As well, we seek to collaborate with our advisory clients to consider, monitor and manage sustainability risk priorities in their portfolios.
Responsible investing resources
Insights, reports and related research
Principles for Responsible Investment (PRI)
- Overview of the PRI assessment of Russell Investments
- 2021 PRI Assessment Report
- 2021 Transparency Report
- 2021 PRI Assessment Methodology
Research and more
Articles and whitepapers
- Annual ESG Manager Survey
- ESG considerations in fixed income
- Materiality Matters: Targeting the ESG issues that impact performance
- Responsible Investing Roadmap
- 10x10 Report: Climate change investing
- It's official: U.S. retirement plans can consider ESG factors
- COP27 outcomes and implications for investors
- 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
1 Source: Russell Investments' active ownership: 2021 Proxy and engagement report.
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