Manager profiles

In order to help us fulfill our mission—to improve financial security for people—we dedicate significant resources to our manager research in an effort to select some of the world's leading managers and strategies.

Climbers rope and lock black background
MANAGER PROFILES

In order to help us fulfill our mission—to improve financial security for people—we dedicate significant resources to our manager research in an effort to select some of the world's leading managers and strategies.

Gain insight into the composition of our funds and manager research

Each of the below client-ready money manager profiles* are designed to help you further understand our manager research by providing information on:

  • General fund information and the use of multiple managers and strategies in the fund
  • Details on each individual money manager and strategy, including their investment process
  • A summary of Russell Investments' analysis of the manager and strategy and why we chose them for the fund

*For regulatory reasons, each profile file must be used in its entirety and pages may not be separated for individual use.



Individual mutual fund manager profiles

U.S. Equity Funds


Fund name Manager Profile FINRA Letter
Equity Income PDF icon PDF icon
U.S. Strategic Equity PDF icon PDF icon
Sustainable Equity PDF icon PDF icon
U.S. Small Cap Equity PDF icon PDF icon

International & Global Equity Funds

Fund name Manager Profile FINRA Letter
International Developed Markets PDF icon PDF icon
Global Equity PDF icon PDF icon
Emerging Markets PDF icon PDF icon

Tax-Managed Equity Funds

Fund name Manager Profile FINRA Letter
Tax-Managed U.S. Large Cap PDF icon PDF icon
Tax-Managed U.S. Mid & Small Cap PDF icon PDF icon
Tax-Managed International Equity PDF icon PDF icon

Alternative & Specialty Funds

Fund name Manager Profile FINRA Letter
Global Infrastructure PDF icon PDF icon
Global Real Estate Securities PDF icon PDF icon

Tax-Managed Alternative & Specialty Funds

Fund name Manager Profile FINRA Letter
Tax-Managed Real Assets PDF icon PDF icon

Taxable Fixed Income Funds

Fund name Manager Profile FINRA Letter
Strategic Bond PDF icon PDF icon
Investment Grade Bond PDF icon PDF icon
Opportunistic Credit PDF icon PDF icon
Unconstrained Total Return PDF icon PDF icon
Short Duration Bond PDF icon PDF icon

Tax-Exempt Fixed Income Funds

Fund name Manager Profile FINRA Letter
Tax-Exempt Bond PDF icon PDF icon
Tax-Exempt High Yield Bond PDF icon PDF icon

Multi-Asset Funds

Fund name Manager Profile FINRA Letter
Multi-Strategy Income PDF icon PDF icon
Multi-Asset Growth Strategy PDF icon PDF icon

Manager asset allocation tool

FP only

Create a client-ready PDF using this tool that demonstrates the diversification inherent in Russell Investments Multi-Asset Portfolios across asset classes, underlying mutual funds, investment styles and manager products.