Global manager oversight & due diligence

Our manager research runs deep to inspect all the aspects of a manager's business to provide you with a complete picture.

Smart decisions are driven by strong evidence.

Compliance and operational due diligence is distinct and complementary to research focused on the investment aspects of a manager's business.

  • Compliance and operational due diligence gives decision-makers another way to evaluate managers—and to help verify that they have the ability to deliver on their investment propositions.
Operational and business issues have been contributing factors in many fund failures.
  • Without a well designed operational and compliance control structure, the risk of operational errors and regulatory fines increases. Quality due diligence can help identify risks outside of investment and market risks.
This evidence-driven research is conducted on the managers hired or considered for Russell Investments' fund portfolios.
  • This includes ongoing monitoring and/or follow-up support on issues and recommendations with managers.
Due diligence in alternative investments
  • Our operational due diligence in alternative investments includes analysis of hedge, private capital and real estate money managers.

¹Russell Investments was rated as having the most rigorous due diligence process for evaluating a product’s suitability in a client portfolio. In five of those years, we were ranked #1. FundFire discontinued their survey in 2015.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

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