Yoshie Phillips, CFA
Director, Investment Research
B.A., University of Washington
CFA Charterholder, CFA Institute
Yoshie Phillips is a seasoned manager researcher for Russell Investments, in the investment division. She investigates and evaluates the universe of fixed income investment manager strategies and guides the firm’s fund-of-funds and consulting clients in manager selection and strategy recommendations around the glove. With her years of experience in fixed income manager research, she is responsible for a broad range of global fixed income product offerings. She leads and specializes Russell Investment’s manager research efforts in the global leveraged credit market, such as Global and U.S. High Yields, Bank Loans, Opportunistic Credit, LDI Solutions, such as Long Credit and Long Duration, and Global Convertible strategies. Yoshie also leads the firm’s ESG efforts for the global fixed income team to evaluate a wide range of ESG-related fixed income strategies. She leads the firm’s Annual ESG Manager Survey project and frequently publishes ESG-related papers and blogs. She originally joined the fixed income research team in 2003 and rejoined in 2010 after a brief stint.
Prior to re-joining Russell Investments, Yoshie worked for the Investment Trust Company of Commerce Bank in St. Louis from 2009 to 2010 where she was responsible for researching and evaluating a wide range of asset classes, including U.S. equities, international equities, fixed income, hedge fund of funds, real estates, commodities and private equities for high net worth clients.
Yoshie joined Russell Investments in 2000 in the investment operations business where she was involved in daily investment management oversight for the firm’s Japanese-domiciled funds.
Previously, Yoshie spent four years managing the corporate finance department for a Japanese import/export company in Seattle and reported directly to CEO.
Published works include: