Russell Investments' research analysts use an unmatched, proprietary database of qualitative and quantitative characteristics to identify managers most likely to outperform their benchmark indexes and their peers. Each manager we research provides us with regular details of their portfolio holdings, as well as other data such as performance. Once in the Russell database, this data allows our analysts to examine the managers’ portfolios from a variety of perspectives. For example, our analysts might want to assess a manager’s exposure to “high beta” stocks. Our analytical tools enable them to do this quickly, and to compare the manager with benchmark indices, other managers, or over multiple time periods. The tool kits also enable our analysts to correlate values on selected factors with good subsequent performance. The above chart illustrates some of the main quantitative tools and analysis our analysts perform when researching managers. Manager selection can rarely be successful based purely on looking at the numbers. But an understanding of the numbers is vital to helping our analysts:   confirm that what is being said by the managers during interviews is actually reflected in portfolios highlight areas for further investigation and research understanding how managers might fit together in a multi manager portfolio

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