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Author Archive for Leola Ross


Managing success: How do active managers handle increasing AUM?

Some larger AUM managers can produce strong returns — but how? Director of investment strategy research, Leola Ross, explores possible reasons and shares our preferences for evaluating managers with increasing AUM. In part one of this series, we noted that active managers demonstrated the potential to generate strong performance, even with large AUM, across several

January 10, 2018 Categories: Investment Strategy, Multi-asset

Problems of plenty: Can active managers manage their AUM?

It’s no secret that Russell Investments expects active managers with relatively low assets under management to have better average performance. But as Director of Investment Strategy and Research, Leola Ross explains, increasing assets under management is not necessarily the kiss of death.   We’ve been talking a great deal recently about the debate between active

Active Share: The truth about core-satellite investing

In this post, we continue the active share1 conversation by tackling core-satellite investing. We also address the misperception that limiting active management to a small portion of the portfolio is an efficient way of achieving high active share and capturing excess returns with low fees. Jon: Leola, will you start by defining core-satellite? Leola: The

Jul 28, 2016 Categories: Investment

Active share and multi-manager funds: The labradoodle effect

Labradoodles combine the friendly temperament of the Labrador retriever with the dander-free hair of a poodle—a win-win for dog-lovers who have allergies! Russell Investments sees multi-manager investing in a similar way. By combining skilled, often concentrated, managers, it is possible to capture the benefit of excess returns while reducing deviations from market returns that cause

May 13, 2016 Categories: Investment

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