Leola Ross

DIRECTOR, CAPITAL MARKETS RESEARCH


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.

Investing for inflation

December 2014
This paper reviews inflation’s complexity and how it can be managed with real and other assets, and offer case studies to demonstrate how growth portfolios can meet its challenges.

Are ESG tilts consistent with value-creation?

July 2014
This Russell Viewpoint explores the relationship between environmental, social, and corporate governance (ESG) tilts and adding value through active security selection.

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.

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.

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.

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.

Exploring the data

May 2014
This Russell Viewpoint explores the use of global performance data for core private real estate and moving from domestic to global allocation.

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 real listed 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.
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