Russell Indexes

Russell Manager Universes Benchmark investment portfolio performance Russell Indexes have historically served as the performance benchmark of choice — of the ten most-used U.S. equity benchmarks for institutional assets, nine come from Russell.¹ Russell Manager Universes take your analysis to the next level by providing you with the ability to compare your portfolio performance to that of your peer group — and then understand why some managers out-performed. Universe peer groups Asset classes Geographical regions Capitalization Styles Equity Fixed Income Real Estate Global Asia Pacific Canada Emerging Markets Europe Japan UK U.S. Large cap Mid cap Small cap Microcap Growth Value Market-oriented Key benefits for portfolio analysis and comparison   Representative. Built from separate accounts rather than composites, the Russell Manager Universes are comprised of individual institutional portfolios. Detailed characteristics. Russell collects holdings data for each portfolio and consistently calculates over 100 characteristics at both the universe and manager levels to ensure apples-to-apples comparisons. Consistent membership and history. Russell Universe participants tend to remain consistent from quarter to quarter. This transparency and consistency provides high-quality, relevant, track-able information. Independent style classification. Managers do not self-select their style classifications. To maintain consistent, accurate representation, Russell determines the appropriate universe classification by reviewing holdings, benchmarks, and account descriptions. No survivorship bias. Russell calculates frozen calendar year data to remove survivorship bias from the current universe results. Platforms Now available through the following platforms: BNY Mellon eVestment Alliance Factset SPAR For more information: Call Russell Indexes at 866-551-0617 or submit your question. ¹ Compiled by Russell Product and Marketing Research using data from Morningstar Direct database as of December 31, 2010. Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective universes. CORP-6105			For more information Call Russell Indexes 866-551-0617 or submit your question Russell Manager Universes overview (PDF) Construction & methodology (PDF)   The Russell Manager Universes story Originally built to meet the research needs of Russell's world-class manager research team Based on Russell's extensive research of more than 8,000 investment portfolios worldwide Constructed from fully discretionary, actively-managed, institutional, separate account portfolios, making them truly representative of a manager's peer group Printer friendly version of this page

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Indexes are unmanaged and cannot be invested in directly.