Fund Complex: Russell Investments
Management Company: Russell Investment Management, LLC; Sub-advisers: Coho Partners, Ltd., Mar Vista Investment Partners, LLC and Jacobs Levy Equity Management, Inc.
Funds Affected: Russell Sustainable Equity Fund
Sustainable Investing Strategies: ESG integration
Summary:
The fund pursues a “sustainable” investment strategy that takes into account environmental, social and governance (ESG) considerations. In particular, the fund’s investment strategy seeks to tilt the portfolio toward companies that are expected to contribute to, and benefit from, a transition to a low carbon emission producing economy and away from companies with the greatest exposure to potential negative impacts of such a transition.
Note: ESG strategy effective March 1, 2019. Prior to January 1, 2019, fund’s name was U.S. Defensive Equity Fund
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