OREANDA-NEWS. Global asset manager Russell Investments was honored at the 12th annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards with a 2016 Strategist of the Year Award. Envestnet | PMC and Investment Advisor magazine partnered to choose the winners and presented the award on May 19 at the Envestnet Advisor Summit in Chicago. Russell Investments was specifically recognized for its deep capabilities in providing best in class advisor practice support, including industry-leading content, thought leadership and advisor best practices material. 

“Building solid, long-term relationships with firms and advisors is a priority,” said Sam Ushio, head of practice management for Russell Investments’ U.S. advisor-sold business. “Our practice management team focuses on helping advisors build successful, sustainable businesses and better embracing and managing through emerging market trends so that they can continue to be competitive in the marketplace and offer the utmost value to their clients.”  

Russell Investments’ robust advisor practice support includes: 

  • Several specialized curriculums, including “Sustainable Advisor” which addresses the new DOL fiduciary rule, as well as “Creating Capacity” and “Acceleration.” 
  • In-depth quarterly review tools to arm advisors for client updates, along with thought leadership in the form of white papers, Helping Advisors Blog posts and capital markets insights.
  • Model strategies – both core and tax-managed – which help advisors leverage Russell Investments’ expertise and theirs to better serve clients.
  • Tax-managed investing expertise to help meet the specialized needs of tax-sensitive investors and supporting resources, such as continuing education materials for CPAs and the new Russell Investments 2016 Advisor Handbook on After-Tax Wealth.

“We are proud to offer extensive national account and sales team coverage to Envestnet partners and advisors that includes not only practice management support, but also deep multi-asset investment expertise,” said Justin Greene, managing director, national accounts. “We’re committed to partnering deeply with clients by offering insights and tools that help them not only better serve their clients, but also grow the value of their businesses.” 

Russell Investments is the largest of 120 third-party strategists as ranked by AUM on the Envestnet platform. A full suite of Russell Investments products are currently available at Envestnet, including model strategies, individual funds and separate accounts.