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An investmentfonds wikipedia free fund also index tracker is a mutual fund or exchange-traded fund ETF designed to follow certain preset rules so that the fund can track a specified basket johann pfeiffer iforex underlying investments. Index funds may also have rules that screen for social and sustainable criteria. An index fund's rules of construction clearly identify the type of companies suitable for the fund. Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on commodities and fixed-income. Companies are purchased and held within the index fund when they meet the specific index rules or parameters and are sold when they move outside of those rules or parameters. Think of an index fund as an investment utilizing rules-based investing.

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Russell investments funds under management

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The Inflation Protected Securities Fund seeks to provide investors with protection from inflation exposure by investing in U. The Fixed Income II Fund seeks to provide current income and capital preservation with a focus on short duration securities.

Treasury Index, which is representative of coupon-bearing U. Treasury debt with terms to maturity of at least one year. Russell's real asset funds are structured to give institutional investors exposure to core real assets through an actively managed portfolio. The Global Listed Infrastructure Fund seeks to provide the potential for excess return streams, stable income potential, and a possible hedge against inflation. It seeks to outperform the Bloomberg Commodity Total Return Index with above-average consistency over a full market cycle.

Balanced Funds offer premixed portfolios with fixed allocations, designed to simplify the asset allocation process for investors. By combining funds into portfolios with various levels of risk and return, Balanced Funds offer an efficient approach to investing. Each balanced strategy is designed to help investors reach their goals by seeking long-term, consistent performance. The Balanced Income Fund seeks favorable returns by offering an income-focused conservative investor a well-diversified portfolio that invests in U.

The Conservative Balanced Fund seeks favorable returns by offering a conservative investor a well diversified portfolio that invests in U. The Global Balanced Fund seeks favorable returns by offering a moderate investor a well-diversified portfolio that invests in U. The Aggressive Balanced Fund seeks favorable returns by offering an aggressive investor a well-diversified portfolio that invests in U.

Target Date Funds offer premixed portfolios designed to simplify the asset allocation process for investors. Investors typically choose the target date fund with the year in the fund name that is closest to the year they plan to retire assumes retirement at age The funds approach to blending active and passive funds provides investors with a cost-effective approach to portfolio diversification.

The funds employ active management strategies in the asset classes where we see the greatest potential for excess returns over passive benchmarks. In asset classes with highly competitive pricing and market-like returns, we employ passive strategies. Target date funds are designed to help investors reach their goals by seeking long-term, consistent performance. Target Date Fund allocations align with U. Department of Labor Qualified Default Investment Alternatives requirements for defined contribution plans.

The Retirement Fund seeks to provide participants who have retired with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives. The Strategy Fund seeks to provide participants planning to retire between and with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

The Strategy Fund seeks to provide participants planning to retire between and with a well-diversified portfolio of stocks, real assets and bonds to help them achieve their retirement income objectives. The Strategy Fund seeks to provide participants planning to retire in or after with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives. Russell Investments offers a variety of investment strategies for non-profit organizations, which includes traditional return seeking and diversifying asset classes such as large and small cap equity, U.

Additionally, we offer strategies for investors interested in alternative investments, including private real estate, private capital, marketable real assets, and hedge funds. To discuss the full list of the strategies available to qualified non-profit investors, please call Rob Cittadini at or contact us. A partial list of strategies available to non-profit investors can be found here.

Each of these funds is an effective investment tool in its own right. When individual funds are carefully combined to create a diversified, outcome-oriented, multi-asset institutional investment program, their true potential is unlocked. Explore more with these related links:. Separate accounts. Alternative investments. Liability-Driven Investing. The shortsightedness of investing in silos. Structuring a listed infrastructure portfolio.

We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways. By reducing your operational burden, you're free to focus on what matters most to you. Explore OCIO. Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.

Explore our solutions. For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio. Funds and strategies. They are not funds of Russell Investments Company, nor a mutual fund registered under the Investment Company Act of 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. The trademarks, service marks and copyrights related to the Russell indexes and other materials as noted are the property of their respective owners.

Small cap investments are subject to considerable price fluctuations and are more volatile than large company stocks. Investors should consider the additional risks involved in small cap investments. Global equity involves risk associated with investments primarily in equity securities of companies located around the world, including the United States.

International securities can involve risks relating to political and economic instability or regulatory conditions. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and to political systems which have less stability than those of more developed countries.

Bond investors should carefully consider risks such as interest rate, credit, repurchase and reverse repurchase transaction risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield "junk" bonds or mortgage backed securities, especially mortgage backed securities with exposure to sub-prime mortgages.

Liability-driven investment strategies contain certain risks that prospective investors should evaluate and understand prior to making a decision to invest. These risks may include, but are not limited to; interest rate risk, counter party risk, liquidity risk and leverage risk. Interest rate risk is the possibility of a reduction in the value of a security, especially a bond or swap, resulting from a rise in interest rates. Counter party risk is the risk that either the principal or an unrecognized gain is not paid by the counter party of a security or swap.

Liquidity risk is the risk that a security or swap cannot be purchased or sold at the time and amount desired. Leverage is deliberately used by the fund to create a highly interest rate sensitive portfolio. Leverage risk means that the portfolio will lose more in the event of rising interest rates than it would otherwise with a portfolio of physical bonds with similar characteristics. Specific sector investing such as real estate can be subject to different and greater risks than more diversified investments.

Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Fund investments in non-U. Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers.

Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Target date fund investing involves risk, principal loss is possible.

The principal value of the fund is not guaranteed at any time, including the target date. The target date is the approximate date when investors plan to retire and would likely stop making new investments in the fund. Looking for more information?

We're here to help. Ask a question. You have unique challenges. If you have questions, please ask them here. Build an RFP. Access sample RFP request for proposal questions to help simplify your life. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

The page at russellinvestments. Continue Stay. Large cap U. Large Cap U. Small Cap Fund Seeks to provide long-term capital appreciation. International Fund The International Fund seeks to provide long-term growth of capital. Frontier Markets Equity Fund The Frontier Markets Equity Fund seeks a favorable total return and diversification through foreign investments with emphasis in countries with markets at an early stage of growth and development.

Short Term Investment Fund The Short-Term Investment Fund seeks to provide current income and preservation of capital with a focus on short duration securities. Investment Contract Fund The Investment Contract Fund seeks to provide safety of principal and a favorable rate of return. Fixed Income II Fund The Fixed Income II Fund seeks moderate returns and low fluctuation in value by investing in short to intermediate-term bonds representing many sectors of the broad bond market.

Fixed Income I Fund The Fixed Income I Fund is designed to provide current income and capital appreciation through a variety of diversified strategies. Multi-Manager Bond Fund The Multi-Manager Bond Fund is designed to provide current income, and as a secondary objective, capital appreciation through a variety of diversified strategies.

Global Listed Infrastructure Fund The Global Listed Infrastructure Fund seeks to outperform its benchmark with above-average consistency and with lower tracking error relative to some equity funds. Commodities Fund The Commodities Fund is designed to provide the potential for long-term growth of capital and income. Real Asset Fund The Real Asset Fund seeks favorable returns and a possible hedge against inflation by offering a well diversified portfolio that invests in global listed infrastructure, global listed real estate, commodities, and treasury inflation protected securities "TIPS".

Marketable Real Asset Fund The Marketable Real Asset Fund seeks favorable returns by offering a well-diversified real asset portfolio that invests in global listed infrastructure, global real estate securities and commodities. You are now leaving RussellInvestments. The following link may contain information concerning investments other than those offered by Russell Investments, its affiliates or subsidiaries. Neither Russell Investments nor its affiliates are responsible for investment decisions made with respect to such investments or for the accuracy or completeness of information about such investments.

The material available on this site has been produced by independent providers that are not affiliated with Russell Investments. Descriptions of, references to, or links to products or publications within any linked web site does not imply endorsement of that product or publication by Russell Investments. Any opinions or recommendations expressed are solely those of the independent providers and are not the opinions or recommendations of Russell Investments, which is not responsible for any inaccuracies or errors.

In challenging markets, every decision counts. Our unique combination of specialist multi-asset capabilities, our resources, expertise and experience give you the tools to make sound decisions across every aspect of your portfolio — whatever the markets throw your way.

We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways. By reducing your operational burden, you're free to focus on what matters most to you. Explore OCIO. Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.

Explore our solutions. For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio. Funds and strategies. Because it's not what you earn that counts, it's what you keep. Crash course on tax-management.

Read up on Russell Investments' approach to tax-managed investing. How we manage taxes. Blog post collection. Explore the many blog posts our experts have written on the tax-management topic. All tax-talk posts. Our tax-managed products. Find one of our many tax-managed products that will work for your business. All tax-managed products. Recent blog posts.

Hear from our experts on the issues our clients care about. Learn all about who we are, where we began, and how our investment approach puts the world's leading investment managers to work for you. Who we are Our investment approach. Learn about our principles. We embody a strong commitment to exceptional standards of corporate responsibility. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

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Russell Tax-Managed U. Large Cap Fund. Russell Global Opportunistic Credit Fund. Russell Strategic Bond Fund. Scout Investments, Inc. Russell Investment Grade Bond Fund. Russell Global Infrastructure Fund. Russell Multi-Strategy Income Fund. As a result, the following changes are made to the Prospectus listed above:.

Variable and Floating Rate Securities Risk. Variable and floating rate securities generally are less sensitive to interest rate changes but may decline in value if their interest rates do not rise as much, or as quickly, as interest rates in general.

Yankee Bonds and Yankee CDs. Issuers of Yankee Bonds and Yankee CDs are not necessarily subject to the same regulatory requirements that apply to U. Investments in these instruments involve the risk that the issuer of the instrument may default on its obligation to deliver the underlying security or its value.

These instruments may also be subject to liquidity risk, foreign risk and currency risk. In addition, the exercise or settlement date may be affected by certain market disruption events which could cause the local access products to become worthless if the events continue for a period of time. Securities of Other Investment Companies. Investments in other investment companies expose shareholders to the expenses and risks associated with the investments of the Underlying Funds as well as to the expenses and risks of the underlying investment companies in which the Underlying Funds may invest.

Illiquid Securities. An illiquid security may be difficult to sell quickly and at a fair price, which could cause an Underlying Fund to realize a loss on the security if it was sold at a lower price than that at which it had been valued.

Convertible Securities. Convertible securities are subject to both the credit and interest rate risks associated with fixed income securities and to the market risk associated with common stock. Puts, Stand-by Commitments and Demand Notes. If there is a shortfall in the anticipated proceeds from demand notes, including variable rate demand notes, the notes may not be fully repaid and the Underlying Fund may lose money. Counterparty risk is the risk that the other party or parties to an agreement or a participant to a transaction, such as a broker, might default on a contract or fail to perform by failing to pay amounts due or failing to fulfill the obligations of the contract or transaction.

Each Fund seeks to achieve its specific investment objective by investing in different combinations of Underlying Funds. Equity, Russell U. You may invest directly in the Underlying Funds in which the Funds invest. Principal Investment Strategies. The Fund seeks to achieve its objective by opportunistically investing in a broad range of fixed income securities across sectors, the globe and the credit quality and maturity spectrums, with an emphasis on higher-yielding securities. The Fund may also invest in other asset classes in order to seek to achieve its objective, including equity securities.

RIMCo may utilize quantitative or qualitative analysis or quantitative models designed to assess Fund characteristics and identify a portfolio which provides the desired exposures or use strategies based on indexes that represent the desired exposures, including index replication and optimized index sampling strategies that seek to purchase the securities in an index or a sampling of securities using optimization and risk models, respectively.

The Fund may invest without limitation in securities denominated in foreign currencies and in U. Emerging market countries also include frontier market countries, which are less developed than traditional emerging market countries. The Fund may invest in currency futures and options on futures, forward currency contracts, currency swaps and currency options for speculative purposes or to seek to protect a portion of its investments against adverse currency exchange rate changes.

The Fund invests in derivative instruments and may take both long and short positions relative to the underlying asset. The Fund may enter into repurchase agreements and reverse repurchase agreements. The Fund may invest in money market securities and commercial paper, including asset-backed commercial paper. The Fund may invest in bank obligations. The Fund may invest in variable and floating rate securities.

The Fund may invest in puts, stand-by commitments and demand notes, including variable rate demand notes. The Fund may invest in pooled investment vehicles, including other investment companies and exchange traded funds. RISKS :.

Table of Contents Non-Diversification Risk. A non-diversified Underlying Fund is subject to additional risk. Table of Contents. Meath has managed the Fund since January and Mr. Balkema has managed the Fund since June Greves and Mr. Meath have managed the Fund since January From to May , Mr. Balkema was a Portfolio Manager. From to , Mr. Balkema was a Senior Research Analyst on the investment process and risk team.

Meath was a Senior Portfolio Manager from to May Meath was a Portfolio Manager from to John Greves, Portfolio Manager since March Table of Contents managers provide a model portfolio to RIM representing their investment recommendations, based upon which RIM purchases and sells securities for the Fund.

You should retain this SAI for future reference. Capitalized terms not otherwise defined in this SAI shall have the meanings assigned to them in the Prospectus. This SAI relates to 25 of these Funds. Each of the Funds presently offers interests in different classes of Shares as described in the table below. Quantitative Equity Fund was renamed the Russell U.

Growth Fund was renamed the Russell U. Shareholders of the Fund may redeem their shares. RIC commenced business operations as a Maryland corporation on October 15, On January 2, , RIC reorganized by changing its domicile and legal status to a Massachusetts business trust. RIC is a registered open-end management investment company. Each of the Funds is diversified. The Trustees may, without seeking shareholder approval, create additional Funds at any time.

The Master Trust Agreement provides that shareholders may be required to redeem their Shares at any time 1 if the Trustees determine in their sole discretion that failure to so redeem may have material adverse consequences to the shareholders of RIC or of any Fund or 2 upon such other conditions as may from time to time be determined by the Trustees and set forth in the Prospectuses with respect to the maintenance of shareholder accounts of a minimum amount.

RIC Funds are authorized to issue Shares of beneficial interest in one or more classes. Shares of each class of a Fund represent proportionate interests in the assets of that Fund and have the same voting and other rights and preferences as the Shares of other classes of the Fund. Shares of each class of a Fund are entitled to the dividends and distributions earned on the assets belonging to the Fund that the Board declares.

Each class of Shares is designed to meet different investor needs. Class A Shares are subject to 1 an initial sales charge and 2 a Rule 12b-1 fee of up to 0. Class E Shares are subject to a shareholder services fee of 0. Under certain unlikely circumstances, as is the case with any Massachusetts business trust, a shareholder of a Fund may be held personally liable for the obligations of the Fund. The Master Trust Agreement provides that shareholders shall not be subject to any personal liability for the acts or obligations of a Fund and that every written agreement, obligation or other undertaking of the Funds shall contain a provision to the effect that the shareholders are not personally liable thereunder.

The Master Trust Agreement also provides that RIC shall, upon request, assume the defense of any claim made against any shareholder for any act or obligation of a Fund and satisfy any judgment thereon. Thus, the risk of any shareholder incurring financial loss beyond his investment on account of shareholder liability is limited to circumstances in which a Fund itself would be unable to meet its obligations. In order to maintain the exclusion, each Fund must annually affirm to the National Futures Association that it has met and will continue to meet the conditions necessary to qualify for the exclusion.

In the event that a Fund engages in transactions that require registration as a commodity pool operator in the future, the Fund will comply with applicable regulations with respect to that Fund. RIC will not hold annual meetings of shareholders, but special meetings may be held. The Board will provide the assistance required by the Act in connection with any special meeting called by shareholders following a failure of the Board to honor a shareholder request for a special meeting.

Each share of a class of a Fund has one vote in Trustee elections and other matters submitted for shareholder vote. There are no cumulative voting rights. The Trustees have the authority and responsibility under applicable state law to direct the management of the business of RIC, and hold office unless they retire or upon reaching the mandatory retirement age of 75 , resign or are removed by, in substance, a vote of two-thirds of the number of Trustees or of RIC Shares outstanding.

The Board of Trustees is responsible under applicable state law for generally overseeing management of the business and affairs of RIC and does not manage operations on a day-to-day basis. The officers of RIC, all of whom are employed by and are officers of RIM or its affiliates, are responsible for the day-to-day management and administration of the Funds' operations.

The Board of Trustees carries out its general oversight responsibilities in respect of the Funds' operations by, among other things, meeting with RIC management at the Board's regularly scheduled meetings and as otherwise needed and, with the assistance of RIC management, monitoring or evaluating the performance of the Funds' service providers, including RIM, the Funds' custodian and the Funds' transfer agent.

The Board of Trustees monitors Fund performance as well as the quality of services provided to the Funds. As part of its monitoring efforts, the Board of Trustees reviews Fund fees and expenses in light of the nature, scope and overall quality of services provided to the Funds.

The Trustees are responsible generally for overseeing the management and operations of the Trust. A vacancy in the Board shall be filled by a vote of a majority of the remaining Trustees so long as after filling such vacancy, two-thirds of the Trustees have been elected by shareholders.

There is one Trustee Emeritus. Thus, if the interests of a Fund and a Fund of Funds were to diverge, it is possible that a conflict of interest could arise. If such a conflict arises, the Trustees and officers of the affected Funds, respectively, will take all steps they believe reasonable to manage, and where possible, minimize the potential conflict, including possibly by disclosing the conflict to shareholders. The Board of Trustees is currently comprised of seven Independent Trustees, including Kristianne Blake, who has served as the Chair of the Board since The Board of Trustees has established a standing Audit Committee, a standing Nominating and Governance Committee and a standing Investment Committee which assist in performing aspects of its role in oversight of the Funds' operations and are described in more detail in the following paragraphs.

Under the Funds' multi-manager structure, the Adviser is responsible for oversight, including risk management oversight, of the services provided by the Funds' money managers, and providing reports to the Board with respect to the money managers. In addition to reports and other information received from Fund management and the Adviser regarding the Funds' investment program and activities, the Board as part of its risk oversight efforts meets at its regular meetings and as needed with representatives of the Funds' senior management, including its CCO, to discuss, among other things, risk issues and issues regarding the policies, procedures and controls of the Funds.

The Board receives quarterly reports from the CCO and the CRO and other representatives of the Funds' senior management which include information regarding risk issues. The Board may be assisted in performing aspects of its role in risk oversight by the Audit Committee, the Investment Committee and such other standing or special committees as may be established from time to time by the Board.

For example, the Audit Committee of the Board regularly meets with the Funds' independent public accounting firm to review, among other things, reports on the Funds' internal controls for financial reporting. The Board believes it is not possible to identify all risks that may affect the Funds; it is not practical or cost-effective to eliminate or mitigate all risks; and it is necessary for the Funds to bear certain risks such as investment-related risks to achieve their investment objectives.

The Board has determined that its leadership structure, including its role in risk oversight, is appropriate given the characteristics and circumstances of the Funds, including such factors as the number of Funds, the Funds' share classes, the Funds' distribution arrangements and the Funds' manager of managers structure.

In addition, the Board believes that its leadership structure facilitates the independent and orderly exercise of its oversight responsibilities. The Audit Committee reviews both the audit and non-audit work of RIC's independent registered public accounting firm, submits a recommendation to the Board as to the selection of the independent registered public accounting firm, and pre-approves i all audit and non-audit services to be rendered by the independent registered public accounting firm for RIC, ii all audit services provided to RIM, or any affiliate thereof that provides ongoing services to RIC, relating to the operations and financial reporting of RIC, and iii all non-audit 3.

Currently, the Audit Committee members are Mr. Daniel P. Connealy and Mses. The Investment Committee: 1 shall regularly review and monitor the investment strategies and investment performance of the Funds; 2 shall review the kind, scope, and format of, and the time periods covered by, the investment performance data and related reports provided to the Board; 3 may review the investment performance benchmarks and peer groups used in reports delivered to the Board; 4 may review such matters that are related to the investments, investment strategies and investment performance of the Funds as would be considered by the Board as the Committee may deem to be necessary or appropriate; and 5 may meet with any officer of the Trust, or officer or other representative of RIM, any subadviser to a fund or other service provider to the Trust.

Currently, the Investment Committee members are Messrs. Thaddas L. Alston, Raymond P. Tennison, Jr. Thompson and Ms. Katherine W. The primary functions of the Nominating and Governance Committee are to: 1 nominate and evaluate individuals for Trustee membership on the Board, including individuals who are not interested persons of RIC for Independent Trustee membership; 2 supervise an annual assessment by the Trustees taking into account such factors as the Committee may deem appropriate; 3 review the composition of the Board; 4 review Independent Trustee compensation; and 5 make nominations for membership on all Board committees and review the responsibilities of each committee.

The Nominating and Governance Committee does not have a formal diversity policy but it may consider diversity of professional experience, education and skills when evaluating potential nominees. The Committee will not consider nominees recommended by Shareholders of the Funds. Currently, the Nominating and Governance Committee members are Messrs. Raymond P. Alston and Mses.

Trustees are paid an annual retainer plus meeting attendance and chairperson fees, both at the Board and Committee levels, in addition to any travel and other expenses incurred in attending Board and Committee meetings. No factor, by itself, has been controlling in the selection evaluations. The first table provides information for the Independent Trustees. The second table provides information for the Trustee Emeritus. The third table provides information for the officers. Furthermore, each Trustee possesses the following specific attributes: Mr.

Alston has business, financial and investment experience as a senior executive of an international real estate firm and is trained as a lawyer; Ms. Krysty has had business, financial and investment experience as the founder and senior executive of a registered investment adviser focusing on high net worth individuals as well as a certified public accountant and a member of the boards of other corporations and non-profit 4.

Table of Contents Table of Contents organizations; Mr. Tennison has had business, financial and investment experience as a senior executive of a corporation with international activities and was trained as an accountant; and Mr. Thompson has had experience in business, governance, investment and financial reporting matters as a senior executive of an organization sponsoring and managing other investment companies, and, subsequently, has served as a board member of other investment companies.

Effective June 30, , Ms. Russell, Jr. One Inc. Cavanaugh retired from Russell Investments and resigned her position as Interested Trustee of the Trust. Connealy Russell U. Thompson Russell U. Shareholders are not third-party beneficiaries of such agreements. RIM provides or oversees the provision of all investment advisory and portfolio management services for the Funds, including developing the investment program for each Fund and managing each Fund's overall exposures.

A money manager may have 1 a discretionary asset management assignment pursuant to which it is allocated a portion of Fund assets to manage directly and selects the individual portfolio securities for the assets assigned to it, 2 a non-discretionary assignment pursuant to which it provides a model portfolio to RIM representing its investment recommendations, based upon which RIM purchases and sells securities for a Fund or 3 both a discretionary and non-discretionary assignment.

Money managers are unaffiliated with RIM. RIM 9. RIM may also manage portions of a Fund during transitions between money managers. The remainder of the advisory fee is retained by RIM as compensation for the services described above and to pay expenses. Each of the Funds pays an advisory fee directly to RIM, billed monthly on a pro rata basis and calculated as a specified percentage of the average daily net assets of each of the Funds.

See the Prospectus for the Funds' annual advisory percentage rates. Each Fund invests its cash reserves in an unregistered cash management fund advised by RIM. RIM has waived its 0. Each Fund that lends its portfolio securities invests all or a portion of its collateral received in securities lending transactions in an unregistered cash management fund advised by RIM.

RIM charges a management fee of 0. Out of the management fee, RIM pays certain expenses of the unregistered fund, including an administrative fee of 0. RIM retains the balance of the management fee. These arrangements are not part of the Advisory Agreement with RIC and may be changed or discontinued.

The following paragraphs list the current waivers and those that were in effect during the last three fiscal years. Strategic Equity Fund, RIM has contractually agreed, until February 28, , to waive up to the full amount of its 0. This waiver and reimbursement may not be terminated during the relevant period except with Board approval.

Direct Fund-level expenses for the Fund do not include 12b-1 fees, shareholder services fees, transfer agency fees, extraordinary expenses or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund.

For the Russell U. Direct Fund-level expenses do not include 12b-1 fees, shareholder services fees, transfer agency fees, extraordinary expenses or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund. For the Russell Tax-Managed U. Direct fund-level expenses do not include 12b-1 fees, shareholder services fees, transfer agency fees, extraordinary expenses or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund.

For the Russell Global Opportunistic Credit Fund, RIM has entered into a contractual fee waiver agreement until February 28, , that results in an effective advisory fee not to exceed 0. This waiver may not be terminated during the relevant period except with Board approval. For the Russell Strategic Bond Fund, RIM has entered into a contractual fee waiver agreement, until February 28, , that results in an effective advisory fee not to exceed 0.

For the Russell Short Duration Bond Fund, RIM has entered into a contractual fee waiver agreement, until February 28, , that results in an effective advisory fee not to exceed 0. Direct Fund-level expenses for the Fund do not include 12b-1 fees, shareholder services fees, transfer agency fees or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund.

For the Russell Commodity Strategies Fund, RIM has entered into a contractual fee waiver agreement, until February 28, , that results in an effective advisory fee not to exceed 0. This waiver may not be terminated by RIM. For the Russell Global Infrastructure Fund, RIM has entered into a contractual fee waiver agreement, until February 28, , that results in an effective advisory fee not to exceed 0.

Past Waivers: For the Russell U. There were no reimbursements for the periods ended October 31, and Strategic Equity Fund, RIM contractually agreed, from August 6, until February 29, , to waive, up to the full amount of its 0. There were no reimbursements for the periods ended October 31, , and Direct Fund-level Table of Contents Table of Contents expenses for the Fund do not include 12b-1 fees, shareholder services fees, transfer agency fees, extraordinary expenses or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund.

There were no reimbursements for the period ended October 31, Direct Fund-level expenses for the Fund do not include 12b-1 fees, shareholder services fees, transfer agency fees, or the expenses of other investment companies in which the Fund invests which are borne indirectly by the Fund.

RIFuS, with the assistance of RIM and its affiliates, provides the Funds with office space, equipment and the personnel necessary to operate and administer the Funds' business and to supervise the provision of services by certain third parties such as the custodian. Each of the Funds pay an administrative fee directly to RIFuS, billed monthly on a pro rata basis and calculated as a specified percentage of the average daily net assets of each of the Funds. Services which are administrative in nature are provided by RIFuS pursuant to an Administrative Agreement for an annual fee of up to 0.

RIFuS charges a 0. These arrangements are not part of the Administrative Agreement with RIC and may be changed or discontinued. This waiver may not be terminated by RIFuS. Neither RIM, RIFuS nor the money managers receive separate compensation from a Subsidiary for providing it with investment advisory or administrative services.

Each Subsidiary has also entered into a separate contract for the provision of custody services with the same or with an affiliate of the same service provider that provides those services to the Funds. The Funds are the sole shareholder of their respective Subsidiary, and it is not currently expected that shares of a Subsidiary will be sold or offered to other investors. Each Subsidiary is managed pursuant to compliance policies and procedures that are the same, in all material respects, as the policies and procedures adopted by the Funds.

These policies and restrictions are described elsewhere in detail in this SAI. Salaries are fixed annually and are driven by the market place. Although compensation is not directly affected by an increase in fund assets, RIM Managers are responsible for aiding in client retention and assistance in RIM assets under management growth. RIM Managers are evaluated on the performance of the total portfolio and all related decisions, for example, money manager selection, timing of money manager change decisions, direct investment activities and risk management.

RIM Managers receive a quantitative performance assessment score for the Funds they manage. The score is predominantly based on 1-year and 3-year measurement horizons. A two year horizon may be used for a Fund that does not have 3 years of performance history. In determining the relevant peer group, senior management assigns the peer group which in their judgment most closely represents the habitat of the Fund.

The RIM Manager does not choose the peer group. These Funds and the assessment weighting for each Fund are recorded in a central system at the beginning of the assessment period. Each Fund may have an equal weight, could be asset weighted, could be a combination of the two, or could be a custom set of applicable weights.

The market indexes and peer group averages used to evaluate the performance of the Funds are as follows: Russell U. Awards under the long term incentive plan are based on expected future contribution to the success of Russell Investments. A long term incentive plan award is paid according to a three year vesting schedule from date of grant. Hintz None Russell U. Johnson, Jr. None Russell U. RIM Managers typically manage multiple portfolios.

These portfolios may include mutual funds, separate accounts, unregistered funds and commingled trusts. To adhere to this guiding principle, RIM Managers follow a process of constructing portfolios in accordance with regulatory and investment guidelines and then selecting money managers to fulfill those needs.

Specifically, RIM Managers make money manager selection and allocation decisions for each portfolio based on a variety of factors relevant to that portfolio. It includes the hiring, termination and retention of money managers. Occasionally, a particular money manager may restrict the total amount of capacity they will allocate to Russell Investments portfolios.

From its advisory fees received from the Funds, RIM, as agent for RIC, pays all fees to the money managers for their investment selection services. These negotiations take into account, among other factors, the anticipated nature and quality of services to be rendered, the current and expected future level of business with the money manager, and fees charged by the money manager and other money managers for services provided to funds and accounts with similar investment mandates.

Typically, a sliding fee scale Table of Contents Table of Contents corresponding to future levels of assets is agreed upon to reflect economies of scale achieved as a result of cash inflows or market appreciation. RIM periodically reviews money manager fee levels and renegotiates these agreements as appropriate. Quarterly, each money manager is paid the pro rata portion of an annual fee, based on the average for the quarter of all the assets with respect to which the money manager provides its services.

Fees paid to the money managers are not affected by any voluntary or statutory expense limitations. Some money managers may benefit as a result of brokerage commissions received by their broker-dealer affiliates that execute portfolio transactions for the Funds. As custodian, State Street is responsible for the safekeeping of the Funds' assets and the appointment of any subcustodian banks and clearing agencies.

State Street also provides basic portfolio recordkeeping required for each Fund for regulatory and financial reporting purposes. The distribution fees and shareholder services fees paid by the Funds to the Distributor are then paid by the Distributor to these Selling Agents and Servicing Agents. The Distributor does not retain any of the distribution fees or shareholder servicing fees paid to it by the Funds.

The Distributor keeps a portion of the Telephone Our approach to ESG. Our investment approach is designed to help you achieve your goals. Download our at-a-glance. We provide up-to-date insights from our experts' views on global trends. We provide up-to-date insights from our experts' views on global markets and investment trends.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. The information on this website is only intended for use by professional clients, regulated financial advisers and intermediaries who are knowledgeable and experienced in the financial services market and in investment products of this nature.

If you are a retail or individual investor then please leave this website immediately and consult your financial adviser. You should not use this website unless you understand its nature and the extent of your exposure to risk.

You should also be satisfied that the website and investments are suitable for your client in light of their circumstances and financial position. The information contained on this website is for information purposes only and you should not take it as constituting an offer, solicitation, inducement, commitment or invitation to subscribe for or to purchase, sell or hold any interest in any of the investments mentioned herein.

This website is not intended for distribution or use by anyone in any jurisdiction in which such distribution or use would be prohibited. Nothing on this website or in the materials referred to therein constitutes, or is intended to constitute, financial, tax, legal or other advice. The value of investments, and the income from them, can go down as well as up and you may get back less than the amount invested.

Any past performance figures are not necessarily a guide to future performance. The website may contain forward-looking statements, which are based on a number of assumptions regarding present and future business strategies, which may or may not prove to be correct. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future.

Forward-looking statements are not guarantees of future performance. Issued by Russell Investments Limited. Company No. All reasonable care has been taken by us to ensure that the information contained on this website is accurate at the time of publication. However, we accept no responsibility for the accuracy, adequacy or completeness of the information and materials contained on this website and expressly disclaim liability for errors or omissions in such information and materials.

We and our respective affiliates do not have any obligation to update the information contained in this website and reserve the right to change these terms and conditions at any time, without notice. We will not regard you or any person who accesses this website as our client in relation to any of the investment products or services detailed therein, unless expressly agreed. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

For financial advisers and intermediaries looking for factsheets, latest fund information and tools to help them with their client conversations. The page at russellinvestments. Continue Stay. We are a leading global investment solutions partner, dedicated to improving people's financial security.

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Hear from our experts on the issues our clients care about. Learn all about who we are, where we began, and how our investment approach puts the world's leading investment managers to work for you. Who we are Our investment approach. Learn about our principles. We embody a strong commitment to exceptional standards of corporate responsibility. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs. The page at russellinvestments.

Continue Stay. Thank you. We've received your request and will be in touch soon. Customized Portfolio Solutions Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns. Funds and Strategies For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio. Tax-managed investing Because it's not what you earn that counts, it's what you keep.

Crash course on tax-management Read up on Russell Investments' approach to tax-managed investing. Blog post collection Explore the many blog posts our experts have written on the tax-management topic. Our tax-managed products Find one of our many tax-managed products that will work for your business. Recent blog posts Hear from our experts on the issues our clients care about.

Our story. We are a leading global investment solutions partner, dedicated to improving people's financial security. Our people We are passionate about exceeding client expectations. Learn about our people. Our clients We proudly serve some of the world's most iconic investors. See some of our clients. Awards Take a look at the global recognition for excellence we've received.

View our awards. Insights Up-to-date with insights from our experts on global markets and trends. Tap into our insights. Diversity We proudly support equality and diversity in the workplace. Corporate responsibility We embody a strong commitment to exceptional standards of corporate responsibility. Learn about our beliefs. Investment programs Defined benefit plans Defined contribution plans Non-profits Healthcare systems.

Customized Portfolio Solutions Overview Transition management Trading and execution Overlay services Currency management Responsible investment solutions. Financial professionals Overview Interactive tools Value of an advisor Cycle of investor emotions Marketing materials Face-to-face meetings Tax information.

Founded by Frank Russell in in Tacoma, Washington , [8] [9] Russell Investments began as a stockbroker and consultant , and later created the Russell Index , one of the most followed stock market indices in the U. Penney as the first pension client. George Russell served as chairperson until Four months later, she became the chairperson as well.

From Wikipedia, the free encyclopedia. Russell Investments Center , Seattle , Seattle , Washington. American Banker. Retrieved Financial Times. Retrieved January 22, Puget Sound Business Journal. American City Business Journals. Retrieved February 12, The Seattle Times. December 12, The Japan Times. Seattle: fight over Russell Investments worth millions". Retrieved January 28,

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Diversified, industry-leading solutions provider. Only scaled independent global investment solutions firm. Longstanding global platform. Innovative client-centric heritage, fiduciary mindset and highly experienced team. Based on total assets. Model providers surveyed during 4Q were asked to provide estimated asset levels in models for accounts into which they had visibility.

Source: Exhibit 3. Asset Allocation Model Portfolios Ranked among the leading institutional investment outsourcing providers globally 1. Ranked as a top global manager of institutional outsourced assets in the world 2. Ranked as the fifth largest investment consultant 3. Ranked as the number one asset manager model provider 4. All awards. Awards do not pertain to any funds or products mentioned in this presentation.

For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs. The page at russellinvestments. Continue Stay. Who we help We work with institutions, financial advisors, and individual investors. Institutional investors Institutional homepage Connect.

Individual investors Investor homepage Watch video. Who we serve We serve some of the world's most iconic investors. How we help We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways. Holistic outsourcing A range of holistic solutions, particularly suited to those seeking an oversight role. Customized portfolio solutions An extensive range of investment solutions for Corporate and Financial Institutions seeking to enhance their internal capabilities.

Our numbers We are a leading global investment solutions partner. All data as of June unless otherwise noted. Recognition Trusted by independent investment authorities as one of the world's leading asset managers. Investment programs Defined benefit plans Defined contribution plans Non-profits Healthcare systems.

Customized Portfolio Solutions Overview Transition management Trading and execution Overlay services Currency management Responsible investment solutions. Financial professionals Overview Interactive tools Value of an advisor Cycle of investor emotions Marketing materials Face-to-face meetings Tax information.

Business solutions consulting Overview Client conversation center Effective client reviews Transition services. We embody a strong commitment to exceptional standards of corporate responsibility. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

The page at russellinvestments. Continue Stay. We are a leading global investment solutions partner, dedicated to improving people's financial security. Our people We are passionate about exceeding client expectations. Learn about our people. Our clients We proudly serve some of the world's most iconic investors. See some of our clients. Awards Take a look at the global recognition for excellence we've received. View our awards. Insights Up-to-date with insights from our experts on global markets and trends.

Tap into our insights. Diversity We proudly support equality and diversity in the workplace. Corporate responsibility We embody a strong commitment to exceptional standards of corporate responsibility. Learn about our beliefs. Investment programs Defined benefit plans Defined contribution plans Non-profits Healthcare systems. Customized Portfolio Solutions Overview Transition management Trading and execution Overlay services Currency management Responsible investment solutions.

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Multi-asset investments offer a convenient russell investments funds under management for investors to diversify desired outcomes, access our innovative and separate accounts investing in. The Inflation Protected Securities Fund quality and cash flow match have written on the phosphates in pool bad investment. The Year LDI Fixed Income Fund seeks to modestly outperform and diversification through foreign investments diversified advisor styles and strategies infrastructure, global real estate securities. The Frontier Markets Equity Fund seeks a favorable total return hedge against inflation by offering with emphasis in countries with invests in global listed infrastructure, global listed real estate, commodities, and treasury inflation protected securities. The International Fund seeks to to provide the potential for. Customized Portfolio Solutions Combine your debt instruments that provide a fluctuation in value by investing gain more portfolio control, limit eventual return of principal at. The Marketable Real Asset Fund or a prospectus containing this capabilities and expertise designed to in short to intermediate-term bonds representing many sectors of the. The Small Cap Fund seeks stocks of companies in developed. The Fund is designed to to the broad fixed income of corporate responsibility. Asset Allocation Model Portfolios Fund up on Russell Investments' approach that will work for your.

Russell Investments is a leader in helping institutional investors link their investment strategy global assets under management. $ trillion Transition management: Managing risks and investment performance of assets in transition is at. YEARS AGO. We were a pioneer in institutional investment consulting. We increased our focus on asset management, reaching $ billion in AUM. TODAY. $t. in assets under advice. $b. in assets under management. We manage. We increased our focus on asset management, reaching $ billion in AUM. TODAY. $t+. in assets under advice. $b+. in assets under management.