- Russell Investments bolsters Sustainable Managed Portfolio range, adding Conservative, Diversified 50 and High Growth options
- Expanded range mirrors Russell Investments’ core Multi-Asset offering
- Broadens advisers’ ability to benefit from managed account efficiencies
Leading global investment manager and solutions partner, Russell Investments today extends its range of Sustainable Managed Portfolios, meeting growing adviser demand for sustainable investment solutions.
The expanded range mirrors Russell Investments’ core range of Multi-Asset Managed Portfolios, adding Conservative, Diversified 50 and High Growth options.
The three new options enable advisers to maintain alignment with clients’ sustainability values, for all levels of risk appetite, while benefiting from the advantages of a managed account structure.
Neil Rogan, Russell Investments Head of Adviser & Intermediary Solutions in Australia said:
“Demand for sustainable investment solutions continues to grow among advisers and their clients. By broadening the investment options available through our Sustainable Managed Portfolios, Russell Investments is catering to those investors and advisers who wish to invest according to their values.”
Constructed as multi-asset managed portfolios, the new options give retail and wholesale investors access to some of the world’s leading investment managers and strategies seeking a positive sustainable outcome.
The Sustainable Managed Portfolios are designed to target lower carbon emissions and enhanced ESG outcomes compared to the relevant benchmark[1]. The portfolios blend exposures to listed securities, managed funds and exchange traded funds with the aim of meeting both investment and sustainability objectives.
Russell Investments’ Sustainable Managed Portfolios are accessible through multiple investment platforms. In addition to the Sustainable Managed Portfolios, Russell Investments’ core range of Multi-Asset Managed Portfolios will also be available through other platforms later this year.
Today’s announcement demonstrates Russell Investments’ commitment to offering investors broad responsible investing solutions, including the Russell Investments Australian Responsible Investment ETF (ASX: RARI). Established in 2015, RARI has total net assets of more than $313 million. Russell Investments has been a signatory to the United Nations Principles for Responsible Investment since 2009, and the firm manages more than A$55 billion in ESG assets globally[2]. In 2023, Russell Investments plans to expand its sustainable investing offering across a broad range of product categories, including ETFs.
About Russell Investments
Russell Investments is a leading global investment solutions firm with A$407 billion in assets under management (as of 31 December 2022) for clients in 31 countries. The firm provides a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve people’s financial security. Headquartered in Seattle, Washington, Russell Investments has offices in 16 cities around the world, including in New York, London, Tokyo, and Shanghai. For more information, please visit www.russellinvestments.com.au.
Important information
Issued by Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM). This document provides factual information only about the Russell Investments Managed Portfolios. The Managed Portfolios do not constitute financial products. This document provides general information only and has not been prepared having regard to any investor’s objectives, financial situation or needs. Before making an investment decision, an investor must obtain advice from a financial adviser and consider whether that advice is appropriate to their objectives, financial situation and needs. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor also should consider the latest financial product disclosure statement in respect of the Managed Portfolios (‘‘Disclosure Document’’) in deciding whether to make, or continue to hold, an investment in the Managed Portfolios. The Disclosure Document can be obtained by contacting a financial adviser or the relevant platform operator(s).
RIM is part of Russell Investments. Russell Investments or its associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles including broker or adviser, and may receive fees, brokerage or commissions for acting in these capacities. In addition, Russell Investments or its associates, officers or employees may buy or sell the financial products as principal or agent. Neither RIM, Russell Investments or its associates, officers or employees guarantees the repayment of capital, the performance of any Russell Investments products or any rate of return referred to in this document.
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[1] The portfolios have exposure to predominantly managers and strategies that seek to have positive sustainable outcomes compared to the portfolio’s benchmark.
Refer to the Product Disclosure Statement (PDS) for more information about the benchmark and ESG considerations for the portfolios. A PDS can be obtained by
contacting the relevant platform operator(s).
[2] As at March 2023
