SEPARATELY
MANAGED ACCOUNTS

Customize your portfolio with institutional money managers

SEPARATELY
MANAGED ACCOUNTS

Customize your portfolio with institutional money managers

Why separately managed accounts (SMAs)

Separately managed accounts provide individual investors access to institutional-quality money managers at reduced account minimums. Within this structure, the investor directly owns the securities in the portfolio, and can impose restrictions against the purchase of specific securities as a means of customizing the portfolio for their own requirements. This flexibility allows the investor the potential benefits of direct security ownership combined with professional management.

Direct security ownership may include:

  • Ability to transfer securities in-kind
  • Individual security reporting
  • Tax efficiency (loss harvesting, wash sale management)
  • Customization/restrictions (work around concentrated positions or personal preferences)

The benefit of Russell Investments’ Separately Managed Accounts

Using Russell Investments’ Separately Managed Accounts, investors can implement a tax-efficient approach that leverages Russell Investments’ renowned investment manager research, selection and monitoring. This process is our trademark, forming the cornerstone of our advice to global institutional investors for more than 50 years.

An uncommon level of access

Separately Managed Accounts incorporate in-depth manager research to select some of the world's best institutional investment managers. We package complementary managers intentionally chosen to provide broad coverage of specific asset classes.

Objective manager oversight

Russell Investments' objective approach to evaluating and selecting money managers is designed to be clear and uncompromising at all times. We hire and replace managers as we think appropriate with the goal of creating optimal manager combinations in pursuit of a particular investment's objective.

Product overview

Large Cap Managed Account

The Large Cap Managed Account seeks to provide long-term capital growth in U.S. large cap equities and is designed to outperform the Russell 1000® Index over a full market cycle.

Minimum account size:
$80,000

Inception date:
5/1/2007

Typical holdings range:
80

Underlying managers*:
  • Brandywine Global Investment Management, LLC
  • HS Management Partners, LLC
  • Jackson Square Partners, LLC
  • Jacobs Levy Equity Management, Inc

Factsheet

Small and Mid-Cap Managed Account

Small and Mid-Cap Managed Account seeks to provide long-term capital growth in U.S. small and mid-cap equities and is designed to outperform the Russell 2500™ Index over a full market cycle.

Minimum account size:
$60,000

Inception date:
5/1/2007

Typical holdings range:
80

Underlying managers*:
  • Ancora Advisors, LLC
  • Cardinal Capital Management, LLC
  • Copeland Capital Management, LLC
  • Falcon Point Capital, LLC
  • Snow Capital Management L.P.
  • Summit Creek Advisors, LLC
Factsheet

International Managed Account

The International Managed Account seeks to provide long-term capital growth in non-U.S. equity and is designed to outperform the MSCI World ex USA (Net) Index over a full market cycle.

Minimum account size:
$60,000

Inception date:
9/1/2019

Typical holdings range:
80

Underlying managers*:
  • Intermede Investment Partners Limited and Intermede Global Partners Inc
  • Janus Capital Management LLC and Perkins Investment Management, LLC
  • Pzena Investment Management, LLC

Factsheet
* Managers listed above are current as of 3/31/2020. Russell Investment Management, LLC (“RIM”) selects the money managers and optimizes the portfolio utilizing quantitative and/or rules-based processes. RIM’s portfolio construction process seeks to achieve the desired level of concentration, appropriate risk management, and exposure to strategic and tactical sources of excess return intended to meet the separately managed accounts investment objective over a market cycle. These money managers are unaffiliated with RIM and have non-discretionary asset management assignments pursuant to which they provide a model portfolio to RIM representing their investment recommendations. RIM may change portfolio asset allocation at any time, including not allocating portfolio assets to one or more money manager strategies.

Do you want to talk with us about our SMAs?

Contact your dedicated regional team at 800-787-7354 or service@russellinvestments.com.
Site preferences