RUSSELL INVESTMENTS

RIASEC RegisteredEst. 1999

Total AUM

$35B

Discretionary

$35B

100% of AUM

Avg account

$302M

Accounts

116

Employees

580

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 37550
Registered since: June 8, 1999
Website: russellinvestments.com
Custodians: STATE STREET BANK AND TRUST COMPANY, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles62.68%
Pension & Profit Sharing Plans36.25%
Insurance Companies0.63%
Other0.45%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Russell Investments operates as a multi-strategy investment manager oriented toward institutional clients. Registered as an adviser since 1999, the firm combines traditional equity management with active alternatives exposure and funds management. Its advisory footprint includes portfolio management for pooled investment vehicles and for businesses or institutions, selection of other advisers, and pension consulting services. Russell also performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and acts as sponsor or managing member for pooled vehicles. Equity exposure is a clear focus — exchange-traded equities are its most used asset type — but the firm maintains deliberate allocation to private markets and hedge strategies. Russell identifies as an active ESG investor, which factors into manager selection and portfolio construction across both public and private sleeves.