Leola Ross
DIRECTOR, INVESTMENT STRATEGY RESEARCH
Best practices for responsible investing
June 2018
From policy and beliefs to practice. Take a look at our best practices developed from our set of four beliefs.
Managing success: How do active managers handle increasing AUM?
February 2018
“Mindful of cash flow requirements.” Read this paper to discover the six other techniques utilized by managers to effectively accommodate AUM growth.
Russell Investments Communique - Winter 2018
January 2018
Our perspective on current and emerging investment issues. Latest issue of Communiqué now available.
Russell Investments Communique - Summer 2017
June 2017
This issue of Communique explores using factor exposures in multi-asset portfolios, the evolution of QDIAs, our approach to building low-carbon portfolios and the case for active management.
Why we believe in active manager skill and why we believe we can find it
June 2017
Skill matters. We provide validation to our beliefs of having active manager skill and the success of our manager research.
ESG: Does investing for values generate investment value?
July 2015
Leola Ross, Ph.D., CFA, Director of Investment Strategy Research, leads an effort to explore correlations between active management and environmental, social and governance (ESG) values. Whether intended or not, active managers often align themselves to significant ESG qualities.
Are ESG tilts consistent with value-creation?
July 2014
This Russell Investments Viewpoint explores the relationship between environmental, social, and corporate governance (ESG) tilts and adding value through active security selection.
Tactical trading investment strategies
June 2014
This paper describes a tactical trading investment strategy by providing an overview of the sub-strategies: discretionary macro and systematic macro.
Event-driven investment strategies
June 2014
This paper describes an event-driven investment strategy by providing an overview of the sub-strategies (equity and credit), including the potential return sources and risks.
Equity hedge investment strategies
June 2014
This paper describes an equity hedge investment strategy by providing an overview of the fundamental and quantitative strategies, including the potential return sources and risks.
Relative value investment strategies
June 2014
This paper describes a relative value investment strategy by providing an overview of the sub-strategies: fixed income, volatility, and yield alternatives.
Risk parity
July 2013
This Russell Investments Viewpoint explains risk parity and its use, and analyzes the history and future of risk parity as an investment strategy.
The evolution of listed real assets
August 2012
This Russell Investments Research paper addresses: why real assets, why real assets are an income and growth story and why active management is important to real assets investing.