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Institutional Investors
Products & Services

World-Class Solutions Designed to Meet Your Needs
Russell - a leader in money management and institutional fund consulting - offers a skilled team of global experts that serve as a virtual investment department for your organisation.
Through Russell, you'll access world-class models and research. Russell's intensive qualitative and quantitative research of the world's leading investment management firms seeks to identify those believed to have the highest probability of future success.
Our investment management group constructs sophisticated fund architecture. By combining several firms with complementary investment styles within each asset class, we structure each portfolio with a carefully controlled level of risk versus its benchmark.
Russell enhances your ability to manage investment risk and helps you work toward your goals. Russell works closely with you to determine risk tolerance and the optimal mix of asset classes that will help you meet your objectives.
Our clients tell us they value the dedication of our client service teams to developing and delivering investment solutions that genuinely meet their needs. We believe that this stems from our consulting origins - which remain intact - and the insights we have developed as a result.
Investment Consulting
Russell has a long and distinguished tradition of service as a trusted consultant to some of the world's largest superannuation funds. Providing independent advice on all aspects of investment management, today Russell consultants guide the investments of more than US$2.4 trillion , serving over 2000 in more than more than 44 Countries . The scope of Russell's consulting expertise covers the full range of issues faced by institutional investors, when reviewing their investment strategy:
Governance issues
Objective setting
Asset allocation
Asset class strategy
Portfolio management and implementation
Management selection/monitoring
Performance measurement and evaluation
Implemented Consulting
Russell believes past performance is an insufficient foundation for choosing an investment manager. Our comprehensive manager research emphasises two things:
Fundamental analysis - organisation, people and investment process
Quantitative analysis - performance and investment profile
Based on these two assessments, Russell establishes an overall opinion of each investment product. Our opinions may change over time based on new information learned during our on-site manager meetings or extensive monitoring. These changes in opinion reflect our expectations in the product's future performance.
Russell provides clients with updated information on investment managers on an ongoing basis. Russell analysts meet with managers at least once a year. If major concerns exist, we make more frequent visits. Interim contact takes place when performance or portfolio characteristics differ from expectations or organisational developments occur.
Manager Research
Russell believes past performance is an insufficient foundation for choosing an investment manager. Our comprehensive manager research emphasises two things:
Fundamental analysis - organisation, people and investment process
Quantitative analysis - performance and investment profile
Based on these two assessments, Russell establishes an overall opinion of each investment product. Our opinions may change over time based on new information learned during our on-site manager meetings or extensive monitoring. These changes in opinion reflect our expectations in the product's future performance.
Russell provides clients with updated information on investment managers on an ongoing basis. Russell analysts meet with managers at least once a year. If major concerns exist, we make more frequent visits. Interim contact takes place when performance or portfolio characteristics differ from expectations or organisational developments occur.
Alternative Investments
Russell is committed to helping clients identify promising new investment opportunities of all types, throughout the world. In general, alternative investments provide opportunities for greater potential returns than investments in established markets and asset classes.
Russell provides expertise in alternative investments through Frank Russell Capital and its global affiliates. Russell Capital provides investment solutions in three main categories:
Private Equity
Real Estate
Hedge Funds
Transition Management
Russell's Transition Management service is a strategic tool for reducing clients' risks and cost when restructuring their portfolios. A well planned and well-executed transition strategy:
Maintains investment exposure
Manages portfolio risks
Minimises overall transaction costs
Reduces fiduciary risk & administration workload
The goal of Russell's transition management business is to achieve the most efficient risk-adjusted transition for clients and the funds.
Analytical Services
Russell/Mellon offers state-of-the-art tools and data for super funds and investment managers. These sophisticated analytical tools are available via desktop solutions as well as a hardcopy reporting service.
Russell/Mellon Performance Attribution (RPA) features benchmark relative attribution for identifying sources of excess return in the portfolio. Algorithms powered by Russell multi-period Linking Methodology allows you to run attribution for any desired time period. RPA also provides multi-currency attribution allowing you to analyse the impact of currency decisions on your portfolio. Russell/Mellon Performance Universes (RPU) enhances communication of investment results, offers extraordinary flexibility, and includes a state-of-the-art graphics package. Gain a greater insight into the portfolio performance by comparison against a backdrop of market indices and Russell/Mellon Universes.
For more information, visit Mellon Analytical Solutions
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