U.S. Privacy Statement for Russell Investments

FEBRUARY 2026

Russell Investments is committed to protecting the privacy and security of your personal information. This Privacy Statement describes how we collect, use, disclose, retain, and protect personal information.

We collect your personal information, including but not limited to, when you:

  • Use the russellinvestments.com website
  • Open an account
  • Seek financial advice
  • Enter into an investment advisory contract
  • Provide account information
  • Seek advice about your investment
  • Apply for or engage in employment, recruitment, or contractor relationships with us

Our privacy practices are governed by applicable federal and state laws, including the Gramm-Leach-Bliley Act (Regulation S-P), and, where applicable, the California Consumer Privacy Act, as amended by the California Privacy Rights Act (CPRA).

Collection of Personal Information

The personal information we collect depends on your interactions with us and may include the following categories:

  • Identifiers and contact information, such as name, postal address, email address, telephone number, account name, or similar identifiers
    This site gives users the following options for removing their information from our database to stop future communications.
  • Government-issued identifiers, such as a Social Security number, passport number or driver’s license number, where required
  • Financial and commercial information, such as investment background, interests, experience, assets under management, and products or services requested
  • Internet or network activity information, including IP address, browser type, device identifiers, browsing history, and interactions with our websites and applications
  • Geolocation information, such as approximate location derived from your IP address
  • Professional or employment-related information, such as job title and business contact details
  • Inferences, drawn from the information above to better understand preferences, interests, and characteristics

Sources of Information

We collect personal information from the following sources:
  • Directly from you or from those acting on your behalf (e.g., forms, surveys, event registrations, phone or email inquiries)
  • Automatically through your interactions with our websites and applications
  • Service providers and business partners that support our operations
  • Other third parties, including government sources and data providers, where permitted by law

Use of Personal Information

We use personal information for legitimate business and operational purposes, including:
  • Providing, managing, and improving our products and services
  • Responding to inquiries, fulfilling requests, and communicating with you
  • Personalizing website content and user experiences
  • Conducting analytics, research, and marketing activities (where permitted by law)
  • Supporting information security, fraud prevention, and risk management
  • Meeting legal, regulatory, and compliance obligations, including those under Regulation S-P
  • Responding to lawful requests from regulators, courts, and law enforcement

Certain of our employees and service providers have access to your personal information only for the purposes set out in this statement to enable them to perform their duties in servicing your account.

Disclosure of Personal Information

We may disclose your personal information for business purposes to:
  • Our affiliated entities and service providers that support our operations, including technology, marketing, and administrative services
  • Entities to whom we are legally obliged or permitted to provide information 
  • Government agencies or regulators where required or permitted by law

Such disclosures may involve communicating personal information outside of the United States in connection with our global operations. We do not sell your personal information to any third party, and we do not knowingly sell or share personal information of individuals under 16 years of age.

Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Statement, including business operations, audits, recordkeeping, and legal or regulatory compliance obligations.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration, consistent with industry standards and applicable regulatory requirements. These safeguards include, as appropriate, restrictions on physical access to offices and records, the use of secure systems to support business activities, policies and procedures, training programs, and monitoring designed to ensure these measures are followed.

Your Privacy Rights

You may have certain rights with respect to your personal information, subject to applicable exceptions and limitations, including rights available to California residents under the California Consumer Privacy Act (CCPA), as amended by the CPRA.

These rights may include the ability to:

  • Request information about the categories and specific pieces of personal information we have collected about you
  • Request correction of inaccurate personal information
  • Request deletion of personal information, where permitted by law
  • Request information about the categories of personal information disclosed for business purposes and the categories of third parties to whom it was disclosed

Personal information we collect and maintain in connection with providing financial products or services is subject to federal privacy laws, including SEC Regulation S-P. This information is generally exempt from certain state privacy rights, including some requests under the CPRA.

Exercising Your Rights

You may submit a verifiable privacy rights request by:

To protect your information, we may need to verify your identity before processing a request. Any additional information collected for verification purposes will be used solely for that purpose and for security or fraud-prevention reasons.

Authorized Agents

You may designate an authorized agent to submit a request on your behalf. We may require written authorization and verification of your identity before processing such requests.

Non-Discrimination

We do not discriminate or retaliate against individuals for exercising privacy rights.

Links to Other Websites

Our website may contain links to third-party websites. Russell Investments is not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies.

Cookies

We use cookies to operate and improve our website. You can manage cookies through your browser settings; please note disabling cookies may affect website functionality.

Contact Us

If you have questions about this Privacy Statement or our privacy practices, please contact:

Attn: Privacy Officer
Russell Investments
401 Union Street, 18th Floor
Seattle, WA 98101
Email: privacy@russellinvestments.com

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

© Russell Investments Group, LLC. 1995-2026. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.