Superannuation
fund mergers
Climate change policy
Russell Investments' policy is to research, measure, report and consider climate change risk and opportunities as integral parts of our investing practice, our active ownership, and our business operations. Our measures, reported metrics, and consideration of climate risk and opportunities are integrated into our sub-advisor research and selection, portfolio management, advice, proxy voting and shareholder engagement, and day-to-day business.
Solutions to help you achieve your climate goals
We offer a range of climate-focused solutions tailored to align with your priorities and investment goals.
- Solution development
- Decarb
- Net Zero Funds
- Climate and Environment Active Ownership
- Scenario analysis
- Climate Reporting
How Russell Investments as transition manager added value by providing transparency on costs and minimised out-of-market risk when liquidating two European small cap equity portfolios.
Climate Change Policy
Liquidating illiquid
equity portfolios
Investment Stewardship
As a premier investment solutions partner with multi-asset and multi-manager capabilities, we leverage a broad set of relationships to exert influence and enable multiple levels of engagement. These connections also provide information sharing and serve as an important feedback loop into our active ownership processes.
Minimising cost and risk is always important, but when over 15 different parties are involved in a complex merger of two pension schemes, a robust project management platform and complete transparency can be of equal importance.
Russell Investments' policy is to incorporate responsible investing into our investment manager evaluation process, our portfolio management, our advisory services, and through implementing proprietary solutions as desired by clients.
How a manager with broad implementation skills across transition management, interim asset management, overlay services and foreign exchange can act as an extension to a client team, improving risk management, and facilitating the client focusing on investment issues and less on onerous day-to-day operational tasks.
Engagement policy
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Engagement policy
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Responsible investing policy
Sustainability risk policy
Russell Investments integrates all financially material information—including Environmental, Social, and Governance (ESG) factors—into our investment process, using active ownership to enhance long-term returns. These considerations shape our manager evaluations, portfolio management, advisory services, and proprietary solutions, balancing risk and reward while upholding our fiduciary duty. For clients seeking tailored sustainability strategies, we offer customized mandates, closely monitoring and aligning outcomes with their long-term objectives.
Our approach to responsible investing considers the following:
•Materiality - We analyze ESG factors’ impact on securities across companies, industries, and regions over time.
•Integration - We incorporate financially relevant ESG information into investment decisions to enhance returns while upholding our fiduciary duty.
•Transparency - We demand robust ESG disclosures from investee companies to support informed decision-making.
•Stewardship - We actively engage with companies to mitigate risks, strengthen market integrity, and improve investment outcomes.
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Russell Investments' policy is to integrate sustainability risk management in our investment solutions by identifying, evaluating and managing relevant risks in our investment manager review process, portfolio management and through implementing proprietary solutions. We believe sustainability risks are most relevant to investment outcomes when they exhibit financial materiality, and, like all investment risks, are incorporated by balancing expected risk with expected reward.
In managing investment solutions, we consider financially-material sustainability risks in the context of expected rewards using a blend of inputs from sources including, but not limited to, investment managers, third-party data sources and Russell Investments propriety analysis. Furthermore, we incorporate bespoke sustainability risk management based on clients' requirements for customised mandates. As well, we seek to collaborate with our advisory clients to consider, monitor and manage sustainability risk priorities in their portfolios.
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