Latest news with #RussellInvestments
Business Wire
5 hours ago
- Business
- Business Wire
Russell Investments Enters ETF Market With Five New Multi-Manager Products
SEATTLE--(BUSINESS WIRE)--Russell Investments announced today that it has launched five ETFs that give U.S. investors the ability to leverage its open-architecture, multi-manager portfolios in an active ETF. The initial lineup of funds incorporates the following active strategies: U.S. small cap equity, international developed markets equity, global equity, emerging markets equity, and global infrastructure. "Investors have ambitious financial goals, and we believe they should have access to every possible advantage in pursuing them,' said Kate El-Hillow, president and chief investment officer, Russell Investments. "We believe these ETFs are a game-changer as building blocks for advisors and investors looking to maximize exposure to specialist active management in key global asset classes without the complication of researching managers and constructing portfolios themselves. We designed these ETFs to reflect our disciplined, multi-manager investment process—delivered in a way that's accessible for individual investors." "We are excited to use the ETF structure to deliver our best investment ideas to our advisor and investor partners,' said Brad Jung, head of advisor and intermediary solutions for North America at Russell Investments. 'Our open-architecture approach brings together leading managers and diverse investment strategies into an ETF wrapper. We're making it even easier for advisors to deliver sophisticated, active management while spending more time on what truly sets them apart—building stronger client relationships." 'Russell Investments has been researching managers for more than five decades,' said Edward Rosenberg, head of ETF product at Russell Investments. 'Strong manager research and a unique time-tested approach to blending multiple investments into one portfolio are a powerful combination.' The five new funds began trading on the NASDAQ in May. Multi-manager portfolio innovation Russell Investments continues to advance its long-standing multi-manager approach, tapping its deep global research network to identify and combine leading investment strategies. Through a disciplined process of evaluating investment managers around the world—their people, processes, and philosophy, the firm aims to build portfolios that are well-diversified and positioned for long-term success. This approach provides investors with access to a broad range of specialist managers and investment styles, helping to mitigate concentration risk and incorporate views from high-conviction managers. Russell Investments' global scale supports broad research access and deep manager due diligence, which inform the design of these ETFs. The firm's commitment to rigorous oversight is reflected in its more than 1,800 annual manager meetings, supporting ongoing due diligence and performance monitoring. Proprietary portfolio construction approach Russell Investments ETFs seek to provide complementary security selection strategies within a single investment. The firm starts by blending managers with diverse investment styles. It then optimizes the portfolio to retain those insights while working to constrain portfolio turnover and manage transaction costs, among other objectives. The result is a structure designed to drive consistent, risk-adjusted performance. About Russell Investments Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people's financial security. The firm has $332 billion in assets under management (as of 3/31/25) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting Please read the prospectus carefully before investing. Important Risk Disclosures ETF investing involves risk. Principal loss is possible. Fund shares are not individually redeemable and are issued and redeemed by the Fund at their net asset value ("NAV") only in large, specified blocks of shares called creation units. Shares otherwise can be bought and sold only in the secondary market at market price (not NAV). Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Unlike passively managed ETFs, actively managed ETFs do not attempt to track or replicate an index. The Fund's investment decisions are made at the discretion of its portfolio managers, and there is no guarantee that the strategies used will be successful. The Fund may underperform other funds with similar investment objectives, including those that track an index. Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets. General Disclosures Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the 'FTSE RUSSELL' brand. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an 'as is' basis without warranty. A-00018
AU Financial Review
6 days ago
- Business
- AU Financial Review
$46 billion better off: The ‘super' shifts that can redefine retirement
First, adopt age-based investment strategies. This is the simplest and most impactful place to start. Yet today, less than one-third of the MySuper accounts in Australia are invested in this way. Russell Investments' research shows that if all super funds had implemented suitable age-based investment strategies five years ago, Australians with MySuper accounts would be $46 billion better off — an average uplift of 6.6 per cent per person. Second, go beyond age to tailor investments to individuals' circumstances. Investment strategies should consider the amount of super saved, retirement timing, contribution rates and assets held outside super. Today, most Australians are still placed in default portfolios that overlook these inputs. Without more personalisation of their super, they risk falling into two traps come retirement: some may run out of money too early, while others may be overly cautious and miss out on the lifestyle they worked hard to afford. Third, use technology to make it easy for people to set retirement goals, track progress and adjust along the way. Planning for retirement shouldn't begin in the final few years of work. Just setting a goal and managing to it can enhance outcomes. This is an area where technology can be a powerful differentiator. Most Australians are familiar with technology that help track fitness, spending or habit formation; retirement planning should be no different. Russell Investments was one of the first in Australia to bring digital planning tools to superannuation, enabling fund members to assess how their projected retirement income aligns with their retirement goals. Data shows this approach is working. More than half of the members that set a retirement income goal are on track or ahead of their target — a 43 per cent increase since 2020. This goal-based feedback becomes a far more useful guidepost than an account balance, especially during periods of market volatility. It helps inform the actions to take (or avoid) to stay on track, including how to invest, how much to contribute, and when they might retire. For example, two people may be the same age and close to retirement but require very different strategies. One who is on track might benefit from reducing investment risk to protect their savings. Another who is tracking behind may need to increase contributions, take on more risk, or delay retirement to close the gap. Personalising super through age-appropriate investing, individualised strategies and goal-based guidance can help improve outcomes and close the retirement savings gap. It gives more Australians, not just those with access to a financial adviser, the ability to align their super with the life they want after work. If more super funds embrace these changes, Australia won't just maintain its position as a global leader in retirement savings, it will help define the future of retirement security.
National Post
22-05-2025
- Business
- National Post
Russell Investments Announces Proposed Fund Mergers
Article content Article content Article content TORONTO — Russell Investments Canada Limited (the ' Manager ') announced today that it proposes to merge Russell Investments Canadian Dividend Class, Russell Investments Emerging Markets Equity Class, Russell Investments Fixed Income Plus Class and Russell Investments Global Smaller Companies Class (each a ' Terminating Fund ') into corresponding mutual funds indicated in the following table (each a ' Continuing Fund '). Article content Terminating Fund Continuing Funds Russell Investments Canadian Dividend Class to merge into Russell Investments Canadian Dividend Pool Russell Investments Emerging Markets Equity Class to merge into Russell Investments Emerging Markets Equity Pool Russell Investments Fixed Income Plus Class to merge into Russell Investments Fixed Income Plus Pool Russell Investments Global Smaller Companies Class to merge into Russell Investments Global Smaller Companies Pool Article content Each merger will be implemented by redeeming the shares of the Terminating Fund in return for a proportionate number of units of an equivalent series of its Continuing Fund. Article content Each merger will result in a taxable disposition of all shares of the Terminating Fund held by its investors and all units of its Continuing Fund held by the Terminating Fund. The Manager expects that this will not result in a material tax liability for most investors. Article content The investors of each Terminating Fund will be asked to approve its merger at special meetings to be held on or about August 1, 2025. Each merger will proceed and take effect on or shortly after August 8, 2025, if approved by its shareholders, regardless of whether any other merger is approved. Following its merger, the Terminating Fund will be wound up as soon as reasonably possible. The Manager may, in its discretion, decide not to proceed with a Merger even if it is approved by shareholders. Article content On or prior to the effective date of the mergers, the Manager will suspend purchases of units and shares of the Terminating Funds. Investors will have the right to redeem units and shares of the Terminating Funds up to the close of business on the effective date of the mergers. Following the mergers, all optional plans, including pre-authorized purchase programs, automatic withdrawal plans, systematic switch programs and automatic rebalancing services, which were established with respect to the Terminating Funds will be re-established in comparable plans with respect to the Continuing Fund unless investors advise otherwise. Units of the Continuing Fund received by an investor of a Terminating Fund, as a result of its merger, will be subject to the same deferred sales charge (if any) applicable to the units or shares of the Terminating Fund they replace. Article content About the Manager Article content Russell Investments Canada Limited is a wholly owned subsidiary of Russell Investments Group, Ltd. Established in 1985, Russell Investments Canada Limited has its head office in Toronto. Article content Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people's financial security. The firm has $332 billion in assets under management (as of 3/31/2025) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. For more information, please visit Article content Nothing in this publication is intended to constitute legal, tax securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This is a publication of Russell Investments Canada Limited and has been prepared solely for information purposes. It is made available on an 'as is' basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information. Article content Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Article content Article content Article content Article content Article content Article content
Yahoo
13-05-2025
- Business
- Yahoo
US stock futures fall as investors await key inflation report
U.S. stock futures point to a lower open as investors await a key inflation report, due before the market opens. April's annual consumer price index is expected to remain at 2.4% from March, according to the Dow Jones consensus. Core inflation, excluding the volatile food and energy sectors, is also expected to be unchanged at a 2.8% annual rate. At 6:45 a.m. ET, futures linked to the blue-chip Dow index fell -0.28%, while broad S&P 500 futures dropped -0.29% and tech-laden Nasdaq futures slipped -0.30%. "It's possible that a hotter-than-expected inflation report could cause a bit of an equity market pullback," said BeiChen Lin, senior investment strategist at Russell Investments. A pullback would come off the heels of a strong rally on Monday after the U.S. and China announced a 90-day pause on reciprocal tariffs. Effective from Wednesday, the U.S. will temporarily reduce tariffs on China to 30%, down from 145%, and China will reduce tariffs on U.S. goods to 10%, down from 125%. The S&P 500 touched a more than two-month high and the Dow soared more than 1,100 points. Cryptocurrency exchange Coinbase is joining the S&P 500, replacing Discover Financial, which is being acquired. The change will be effective before the start of trading on May 19. It will be the first crypto company to join the broad market index. Hetrtz reported a wider-than-expected quarterly loss and warned of cooling demand. Electric air taxi company Archer Aviation reported better-than-expected quarterly results. Rigetti Computing's sales in the first three months of the year fell short of estimates. Medora Lee is a money, markets, and personal finance reporter at USA TODAY. You can reach her at mjlee@ and subscribe to our free Daily Money newsletter for personal finance tips and business news every Monday through Friday. This article originally appeared on USA TODAY: US stock futures fall as investors await key inflation report
USA Today
13-05-2025
- Business
- USA Today
US stock futures fall as investors await key inflation report
US stock futures fall as investors await key inflation report Show Caption Hide Caption US and China agree to trade deal that will lower tariff levels The U.S. and China agreed to a trade deal after face-to-face meetings between senior economic officials. U.S. stock futures point to a lower open as investors await a key inflation report, due before the market opens. April's annual consumer price index is expected to remain at 2.4% from March, according to the Dow Jones consensus. Core inflation, excluding the volatile food and energy sectors, is also expected to be unchanged at a 2.8% annual rate. At 6:45 a.m. ET, futures linked to the blue-chip Dow index fell -0.28%, while broad S&P 500 futures dropped -0.29% and tech-laden Nasdaq futures slipped -0.30%. "It's possible that a hotter-than-expected inflation report could cause a bit of an equity market pullback," said BeiChen Lin, senior investment strategist at Russell Investments. A pullback would come off the heels of a strong rally on Monday after the U.S. and China announced a 90-day pause on reciprocal tariffs. Effective from Wednesday, the U.S. will temporarily reduce tariffs on China to 30%, down from 145%, and China will reduce tariffs on U.S. goods to 10%, down from 125%. The S&P 500 touched a more than two-month high and the Dow soared more than 1,100 points. Corporate news Cryptocurrency exchange Coinbase is joining the S&P 500, replacing Discover Financial, which is being acquired. The change will be effective before the start of trading on May 19. It will be the first crypto company to join the broad market index. Hetrtz reported a wider-than-expected quarterly loss and warned of cooling demand. Electric air taxi company Archer Aviation reported better-than-expected quarterly results. Rigetti Computing's sales in the first three months of the year fell short of estimates. Medora Lee is a money, markets, and personal finance reporter at USA TODAY. You can reach her at mjlee@ and subscribe to our free Daily Money newsletter for personal finance tips and business news every Monday through Friday.
