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.
Manager profiles are not available for LifePoints® Funds Target Portfolio Series.



Individual mutual fund manager profiles

U.S. Equity Funds


Fund name Manager Profile FINRA Letter
Equity Income Fund Adobe logo Adobe logo
U.S. Strategic Equity Fund Adobe logo Adobe logo
Sustainable Equity Fund Adobe logo Adobe logo
U.S. Small Cap Equity Fund Adobe logo Adobe logo

A manager profile is not available for Multifactor U.S. Equity Fund.

International & Global Equity Funds

Fund name Manager Profile FINRA Letter
International Developed Markets Fund Adobe logo Adobe logo
Global Equity Fund Adobe logo Adobe logo
Emerging Markets Fund Adobe logo Adobe logo

A manager profile is not available for Multifactor International Equity Fund.

Tax-Managed Equity Funds

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

Alternative Funds

Fund name Manager Profile FINRA Letter
Global Infrastructure Fund Adobe logo Adobe logo
Global Real Estate Securities Fund Adobe logo Adobe logo

Tax-Managed Alternative Funds

Fund name Manager Profile FINRA Letter
Tax-Managed Real Assets Fund Adobe logo Adobe logo

Fixed Income Funds

Fund name Manager Profile FINRA Letter
Strategic Bond Fund Adobe logo Adobe logo
Investment Grade Bond Fund Adobe logo Adobe logo
Opportunistic Credit Fund Adobe logo Adobe logo
Short Duration Bond Fund Adobe logo Adobe logo

A manager profile is not available for Long Duration Bond Fund.

Tax-Exempt Fixed Income Funds

Fund name Manager Profile FINRA Letter
Tax-Exempt High Yield Bond Fund Adobe logo Adobe logo
Tax-Exempt Bond Fund Adobe logo Adobe logo

Multi-Asset Funds

Fund name Manager Profile FINRA Letter
Multi-Strategy Income Fund Adobe logo Adobe logo
Multi-Asset Growth Strategy Fund Adobe logo Adobe logo

Portfolio Breakdown 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.

Unfortunately, you do not have access to the Portfolio Breakdown Tool. Please reach out to your Russell Investments Sales Team or your home office to inquire about gaining access.