Latest news with #RussellInvestments'
Business Wire
6 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.
