RUSSELL INVESTMENTS

Broker-DealerFINRA MemberEst. 2001
Total AUM
$81.1B
Discretionary
$81.1B
100% of AUM
Accounts
146
Employees
569
Advisory reps
92
Brokerage reps
205

Firm details

Headquarters
SEATTLE, Washington
CRD number
329
Registered since
June 13, 2001
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types
  • State / Municipal Government64.19%
  • Pension & Profit Sharing Plans23.2%
  • Charitable Organizations11.79%
  • Pooled Investment Vehicles0.29%
  • Other Investment Advisers0.29%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Russell Investments operates primarily as an institutional-focused investment manager and advisor with a broad mandate across pooled vehicles and institutional portfolios. The firm combines multi-asset portfolio management with active ESG integration and makes substantial use of derivatives as a core implementation tool. Its regulatory footprint includes broker-dealer and CPO/CTA activities, which supports both traditional portfolio management and the operation of pooled investment vehicles. Fee arrangements are varied — percentage-of-AUM, fixed fees, commissions, performance fees and other structures are all in use, reflecting work with large institutional mandates and bespoke program services. The firm’s manager allocation activity tilts toward a multi-manager/outsourced model. That shows up in a wide use of third-party alternative managers and an emphasis on constructing exposure through derivatives, overlays and segment-specific external managers. As an institutional allocator, Russell Investments appears focused on flexible exposure construction, liquidity management and specialist manager selection rather than a single-style or single-asset approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Derivatives 76%, Cash & Cash Equivalents 9%, Exchange Traded Equities 7%, US Government Bonds 4%, Public Funds/Mutual Funds 3%, Non-Investment Grade Corp Bonds 1%76%
  • Derivatives76%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities7%
  • US Government Bonds4%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 8
  • CARLOS ALVAREZ

    Chief Compliance OfficerCRD 5689384

  • KATHERINE EL-HILLOW

    Global Chief Investment OfficerCRD 4889284

  • ZACHARY BUCHWALD

    Chairman & CEOCRD 2784769

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Contacts

3 of 84
  • BRANDON RASMUSSEN

    Director, Head of Fixed IncomeCRD 5279185

  • JEFFREY SKOV

    ManagerCRD 2649385

  • ELIZABETH Kaicher

    Regional DirectorCRD 6728124

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
401 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth