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Russell Expands Investment Discipline Indexes


Small cap indexing pioneer adds four prevalent small cap investment disciplines to series; expands investment discipline offering beyond the large-cap arena

Seattle, WA — — Russell Investments announced today that it will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes. Specifically, four new Investment Discipline Indexes will be added to Russell’s lineup, each reflecting a particular approach to small cap security selection commonly practiced by professional money managers.

“We are very excited to expand our line of investment discipline indexes into the small cap arena, where we believe our clients can particularly benefit from high quality tools. These indexes draw from Russell’s strength in researching professional money managers and our pioneering history in indexing, particularly in small cap stocks,” said Rolf Agather, managing director of index research and innovation at Russell Investments. “Over time, Russell analysts have identified common characteristics and preferences among investors seeking attractive investment opportunities across capitalizations. Our new small cap investment discipline indexes provide additional tools for small-cap investors to gain exposure to these strategies.”

To expand the Russell Investment Discipline Indexes to the small cap arena, Russell analysts defined the four most widely practiced approaches of professional investment managers of small cap and categorized them into individual investment disciplines. The new Investment Discipline Indexes include the Russell U.S. Small Cap Aggressive Growth Index, Russell U.S. Small Cap Consistent Growth Index, Russell U.S. Small Cap Low P/E Index and Russell U.S. Small Cap Contrarian Index.

Russell Investments, a leader in U.S. equity indexes, introduced the concept of small-cap equity indexes in 1984. Today, the Russell Indexes currently have U.S. $3.9* trillion in assets benchmarked to them. The new small cap Investment Discipline Indexes build on the original methodology behind Russell’s six U.S. large cap investment discipline indexes, introduced in May of this year.

To learn more about the Russell Investment Discipline Index® Series and to view a full list of indexes available please go to the Investment Discipline Index Series on the Russell website.
About Russell Investments

Russell Investments is an independent, global financial services firm that provides strategic advice, investment solutions, implementation services and global performance benchmarks that are customized to meet the unique needs of institutional investors, financial advisors and individuals.

Celebrating its 75th anniversary in 2011, 25 years in Sydney and Tokyo and 15 years in the Netherlands, Russell has pioneered innovations that have come to define many of the practices that are standard in the investment world today, and has four decades of experience researching and selecting money managers globally.

Russell has about $163 billion in assets under management (as of 6/30/11) and works with 2,300 institutional clients, 530 independent distribution partners and millions of individual investors globally. As a consultant to some of the largest pools of capital in the world, Russell has $2 trillion in assets under advisement (as of 12/31/2010) and traded $1.4 trillion last year through its implementation services business. The Russell Global Indexes calculate over 50,000 benchmarks daily covering 85 countries and more than 10,000 securities.

Founded in 1936, Russell is headquartered in Seattle, Washington, USA and has offices in Amsterdam, Auckland, Chicago, London, Melbourne, Milan, New York, Paris, San Francisco, Seoul, Singapore, Sydney, Tokyo and Toronto. For more information about how Russell helps to improve financial security for people, visit

*As of 12/31/2010. 201 Russell U.S. Equity Indexes: Institutional Benchmark Survey.

Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

Russell Investments is the owner of the trademarks, service marks and copyrights related to the Russell Indexes.

Indexes are unmanaged and cannot be invested in directly.

This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.

Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.



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