DIRECTOR, CAPITAL MARKETS RESEARCH
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.
Skill matters. We provide validation to our beliefs of having active manager skill and the success of our manager research.
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.
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.
This Russell Viewpoint explores the relationship between environmental, social, and corporate governance (ESG) tilts and adding value through active security selection.
This paper describes a relative value investment strategy by providing an overview of the sub-strategies: fixed income, volatility, and yield alternatives.
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.
This paper describes a tactical trading investment strategy by providing an overview of the sub-strategies: discretionary macro and systematic macro.
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.
This Russell Viewpoint explores the use of global performance data for core private real estate and moving from domestic to global allocation.
This Russell Investments Viewpoint explains risk parity and its use, and analyzes the history and future of risk parity as an investment strategy.
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.