Consulting and advice
Russell Investments is one of the world's leading investment advisors, helping institutional clients with around £450 billion in assets. Russell provides advice to a select client list of over 150 of the largest and most influential institutional investors. Our pension fund clients represent a significant proportion of the world's pension assets. Each relationship is unique, and our service is highly customised to the needs and circumstances of the client.
Russell provides a wide range of advice to its clients, covering all aspects of investment including:
- Governance and fiduciary management, including delegation and best practice
- Objective-setting and asset allocation, including asset liability modelling, risk budgeting and liability-driven investment
- Asset class policy and portfolio structure
- Investment manager research, selection and monitoring
- Portfolio transaction services including transition management, equitisation and portfolio rebalancing
- Fund review and performance evaluation
At the high level, we publish papers and customised reports to clients in addressing the key issues of decision-making and delegation. Our research programme provides a wide perspective on asset classes and investment propositions: new (and old) ideas are placed in a coherent framework.
In addition to providing advice and support on strategic issues, we add value for our clients with our investment manager research. Russell has over 100 specialist research analysts dedicated to researching investment products around the world. These analysts research more than 3,000 different investment management firms, and more than 5,000 specific products.
Russell's investment consulting business is focused on delivering a high-quality service. Our limited number of clients guarantees the high quality, and our retainer fee basis secures full alignment with client interests in successful partnership.
For more information on Russell's investment consulting business, contact Sorca Kelly-Scholte , Managing Director, Consulting and Advisory Services.


