Whether you're an individual saving for retirement or an institutional investor trying to improve the funded ratio of your corporate plan, we think strategic asset allocation is the factor that will have the most impact on reaching those goals.
Our commitment to strategic asset allocation.
Two years in a row we've been ranked as the number one consultant in the United States, delivering strategic asset allocation advice to the most demanding investors.¹
Do we want to overweight small cap? Do we want to underweight growth? Positions on these decisions requires deep insights into complex capital markets.
Our leadership in capital markets insights.
73% of the most sophisticated investors in the U.S. benchmark to our indexes.² And we’re ranked as the number one consultant in the U.S.³
On the active management side, we do that through our manager research. By finding what we consider the best active manager, we hope that manager’s stock picking ability will add returns above the benchmark. But passive investing must also be part of the solution. We’ve built one of the most recognizable indexes in the world. We understand how to get passive exposures AND we source active management. We consider that a requirement for managing total portfolios.
We’re leaders in active management.
When it comes to picking managers, we are consistently ranked as a top manager research firm in the world.4
Investors come to us for passive exposures
$150 billion is invested in Russell-based ETFs. And 73% of the most sophisticated investors in the U.S. benchmark to our indexes.5
So we built our in-house brokerage desk. This allows us to cost-effectively modify the shape of the portfolio—so that our ideas and judgments remain imbedded.
See how Russell’s implementation services rank with the competition.
We are the largest transition management trading business in the world and consistently receive top marks.6
When it all comes together, we feel confident that we’re the world’s leading provider of multi-asset solutions, because we have the four distinct capabilities that we believe are required to run money. And we have a purpose that has never changed—and never will: Improving financial security for people.
Founded in 1936
$279.7 billion in assets under management*
Creator of the Russell Global Indexes, including the Russell 2000® Index
Fewer than 4% of researched money managers make it into our products
Over 350 investment products
Russell U.S. Indexes have $5.2 trillion in assets benchmarked to them
Approximately 1,800 associates in 21 offices worldwide