RUSSELL INVESTMENTS
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 329
- Registered since
- June 13, 2001
- Website
- russellinvestments.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
- Client types
- State / Municipal Government64.19%
- Pension & Profit Sharing Plans23.2%
- Charitable Organizations11.79%
- Pooled Investment Vehicles0.29%
- Other Investment Advisers0.29%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Russell Investments operates primarily as an institutional-focused investment manager and advisor with a broad mandate across pooled vehicles and institutional portfolios. The firm combines multi-asset portfolio management with active ESG integration and makes substantial use of derivatives as a core implementation tool. Its regulatory footprint includes broker-dealer and CPO/CTA activities, which supports both traditional portfolio management and the operation of pooled investment vehicles. Fee arrangements are varied — percentage-of-AUM, fixed fees, commissions, performance fees and other structures are all in use, reflecting work with large institutional mandates and bespoke program services. The firm’s manager allocation activity tilts toward a multi-manager/outsourced model. That shows up in a wide use of third-party alternative managers and an emphasis on constructing exposure through derivatives, overlays and segment-specific external managers. As an institutional allocator, Russell Investments appears focused on flexible exposure construction, liquidity management and specialist manager selection rather than a single-style or single-asset approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives76%
- Cash & Cash Equivalents9%
- Exchange Traded Equities7%
- US Government Bonds4%
- Public Funds/Mutual Funds3%
Owners & executives
3 of 8CARLOS ALVAREZ
Chief Compliance OfficerCRD 5689384
KATHERINE EL-HILLOW
Global Chief Investment OfficerCRD 4889284
ZACHARY BUCHWALD
Chairman & CEOCRD 2784769
Contacts
3 of 84BRANDON RASMUSSEN
Director, Head of Fixed IncomeCRD 5279185
JEFFREY SKOV
ManagerCRD 2649385
ELIZABETH Kaicher
Regional DirectorCRD 6728124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 401 Union St
- Time zone
- PT (UTC-8)
- Office locations
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