Manager research

Open architecture

What specific opportunities give me the highest likelihood of success?

At Russell Investments, you access evidence-based manager research, open architecture selection and rigorous oversight to facilitate an objective approach to constructing your solution.

Our analysts seek to identify superior investment manager talent through a proprietary research process based on objective analysis. As the list narrows, we conduct on-site, in-depth, face-to-face interviews with the top managers. This effort relies on a team of 57 chartholders and 1 PhD. to rank and classify a universe of nearly 6,500 investment products, representing traditional investments, across the globe. This includes monitoring more than 2,306 investment manager firms¹. Complementing this, Russell Investments is also recognized for being among the most thorough in operational due diligence in the industry².

We combine decades of consulting experience, proprietary analytics and our renowned manager research to bring you optimal combinations of managers in each asset class.

¹As of December 31, 2015
²For a sixth year in a row, Russell Investments was voted among the top two for having the best manager due diligence practices by respondents in a 2014 survey of nearly 100 consultant relations professionals. Source: "Russell's Manager Research Toughest in Industry: Survey," FundFire Survey for Consultant Relations Professionals, August 2014.

Global Manager Research - Traditional & Alternatives - :

 Manager Research

Definitions:

  1. Total Investment Products Monitored: is the total number of products listed in the database.
  2. Investment Products continually Researched is the number of products in the database with an active offering status where Russell Investments has applied a defined rank (1, 2, 3, 4, A, B, C, D).
  3. Investment Products with a primary 'Hire' Rating is the number of products in the database with an active offering status with a Hire (4) rank.
  4. Investment Products used in Russell Investments Funds is the total number of products with signed executed contracts for Russell Investments funds as of the quarter-end reporting period.
Note: Research numbers include Alternative products.

Please note that some changes have been made to the criteria we apply when calculating the figures for our manager research coverage. The figures for all four levels of the manager research funnel (shown above) have fallen since last published, with ‘Total Investment Products Monitored’ falling materially. The research numbers now do not include closed-end private markets funds or products. 
 

 

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