Assets Under Management

$79.7B

Number of Clients

108

Number of Advisors

4

Average Client AUM

$737.8M

AUM per Advisor

$19.9B

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

RIIS, part of Russell Investments, offers investment advisory services to institutional clients like financial services companies, corporations, employee benefit plans, and not-for-profit organizations. Services include advisory implementation, transition management, and investment management, based on client-specific investment guidelines. RIIS uses various investment strategies and methods of analysis, including proprietary models, data, and analytical systems.

Fee Structure

Financial Planning:Investment management only

Fee arrangements vary by investment strategy, service, product type, account size, customization, and additional services. Fees are negotiated and specified in the written Investment Management Agreement (IMA). Advisory implementation fees include variable fees based on notional exposure for overlay services and performance-based fees for active positioning strategies. Currency services have flat volume-based fees for agency FX trading and annual management fees for currency management. Transition management fees are based on explicit brokerage or negotiated project/asset-based fees. Investment management fees for institutional separate accounts and third-party EPI services are determined through negotiation and expressed as a percentage of assets under management. Clients also bear other costs like custodial charges and brokerage fees.

Areas of Practice
Investment Management
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Location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

4 Advisors at this firm