Russell Investments Enters Strategic Partnership with Hamilton Lane to Speed up Personal Marketplaces Abilities

SEATTLE & BALA CYNWYD, Pa.–(Business WIRE)–Russell Investments, a foremost outsourced CIO (OCIO) supplier and worldwide investment answers organization, and Hamilton Lane (NASDAQ:HLNE), a top non-public marketplaces financial commitment administration company, right now announced a strategic partnership that will give Russell Investments’ world purchasers with obtain to Hamilton Lane’s marketplace-main private markets investment decision remedies, facts-driven analysis, and progressive technological innovation applications.

Hamilton Lane’s detailed non-public marketplaces capabilities will more improve Russell Investments’ shopper benefit proposition by providing outstanding open up-architecture expenditure methods spanning the total asset class spectrum. Hamilton Lane’s $90 million investment in Russell Investments even further demonstrates its dedication to this strategic partnership.

“Given expanding market complexities and mounting needs all around financial protection, fiduciaries are hunting for partners that can seamlessly present tailor-made, differentiated financial commitment methods,” reported Michelle Seitz, Chairman and CEO of Russell Investments. “This partnership demonstrates our 85-year fiduciary motivation to provide detailed, leading-edge financial investment remedies and danger administration to our purchasers. The resulting one particular-quit accessibility to considerable non-public and public markets abilities is, I consider, unmatched in our field nowadays.”

In accordance to Seitz, institutional traders are significantly centered on their personal core company competencies and want extra extensive associations with strategic expense companions. The industry probable is big. McKinsey & Firm investigation experiences that 76% of asset owners with belongings up to $10 billion have not outsourced their financial commitment actionsⁱ. Boston Consulting Team also forecasts expenditure answers to be just one of the quickest rising segments of the asset management industry around the next five many yearsⁱⁱ.

Non-public marketplaces are an important part of trader portfolios, and this partnership will come at a time when both equally personal markets possibilities and allocations to the asset class carry on to mature. Given that 2008, money allotted to non-public marketplaces has tripled from $2.5 trillion to $7.7 trillionⁱⁱⁱ. The non-public markets asset course has ongoing to demonstrate its ability to deliver significant returns for investors. Information from Hamilton Lane illustrates that private fairness and private credit have just about every outperformed the MSCI Environment PME and the Credit history Suisse Leveraged Mortgage PME, respectively, in 19 of the past 20 classic yearsⁱⁱⁱⁱ.

“At Hamilton Lane, we are dedicated to giving non-public markets obtain to a broader group of traders around the globe, and this partnership is one more enjoyable advancement in help of that aim,” mentioned Mario Giannini, CEO of Hamilton Lane. “We think our expense capabilities and know-how, collectively with Russell Investments’ potent outsourced investment options, will enable improved and built-in accessibility to the international personal marketplaces for Russell Investments’ shoppers close to the entire world.”

Russell Investments’ clientele will advantage from entry to Hamilton Lane’s world expenditure system and deep knowledge across all private markets procedures and sectors, as perfectly as access to Hamilton Lane’s non-public markets possibility and portfolio development equipment. Improved by Hamilton Lane’s proprietary technological know-how abilities, Russell Investments’ Business Chance Management Process will let its clients to leverage the ability of an extensive open up–architecture general public and personal markets financial commitment platform to meet their specific objectives and targets.

For 85 many years, Russell Investments has centered on increasing people’s financial protection. That emphasis aligns with Hamilton Lane’s stated reason of furnishing improved fiscal properly-becoming for those people who count on them. The two businesses also share a dedication to giving remarkable customer services and providing tailored methods for their global clientele.

“Russell Investments and Hamilton Lane put our clients’ requirements at the centre of all the things we do,” explained Seitz. “We are focused to democratizing accessibility to the most complex expense capabilities and instruments in the field. This is about extending our institutional alternatives prowess, honed above decades operating with the greatest asset entrepreneurs in the earth, to extra middle-sector establishments and prosperity administration partners and their customers.”

About Russell Investments

Russell Investments is a main outsourced CIO (OCIO) lover and world wide expenditure methods organization offering a broad array of financial commitment abilities to institutional buyers, economical intermediaries, and personal buyers all-around the globe. Developing on an 85-calendar year legacy of constant innovation to supply excellent worth to customers, Russell Investments will work every working day to improve the economical security of its customers. The company is the world’s fifth-biggest expenditure adviser, with $2.5 trillion in belongings underneath advisement (as of 6/30/2020) and $323.7 billion in assets beneath management (as of 12/31/2020) for purchasers in 32 nations around the world. Headquartered in Seattle, Washington, Russell Investments has places of work in 19 towns all-around the globe, such as in New York, London, Tokyo, and Shanghai. For much more information, please go to www.russellinvestments.com.

About Hamilton Lane

Hamilton Lane (NASDAQ: HLNE) is a foremost private markets expense management organization supplying progressive answers to advanced investors about the earth. Devoted completely to non-public markets investing for 29 a long time, the agency now employs more than 440 specialists functioning in places of work through North The usa, Europe, Asia Pacific and the Middle East. Hamilton Lane has somewhere around $657 billion in assets beneath management and supervision, composed of somewhere around $76 billion in discretionary property and close to $581 billion in advisory belongings, as of December 31, 2020. Hamilton Lane specializes in creating versatile investment programs that provide clients accessibility to the comprehensive spectrum of private markets techniques, sectors and geographies. For extra data, you should stop by www.hamiltonlane.com or stick to Hamilton Lane on Twitter: @hamilton_lane.

Cautionary Note on Ahead-Wanting Statements

Some of the statements in this launch may well constitute “ahead-hunting statements” within the indicating of Segment 27A of the Securities Act of 1933, Part 21E of the Securities Trade Act of 1934 and the Non-public Securities Litigation Reform Act of 1995. Phrases these types of as “will,” “count on,” “think” and comparable expressions are used to detect these ahead-hunting statements. Ahead-wanting statements talk about present expectations and projections. All forward-hunting statements are topic to recognised and unidentified pitfalls, uncertainties and other crucial things that could result in actual outcomes to be materially unique. You must examine these ahead-hunting statements in the context of the dangers and uncertainties disclosed in Component I, Item 1A, beneath the heading “Danger Factors”, in Hamilton Lane’s Yearly Report on Sort 10-K for the fiscal year ended March 31, 2020 and in its subsequent reviews submitted from time to time with the Securities and Exchange Fee. The ahead-hunting statements integrated in this release are manufactured only as of the day hereof. We undertake no obligation to update or revise any forward-looking statement as a consequence of new details or potential situations, apart from as usually expected by legislation.

Previous efficiency is no promise of future outcomes.

i Source: McKinsey and Cerulli (2020)

ii Source: Boston Consulting Group (2020 World Asset Management report)

iii Source: Preqin.com (June 2020)

iiii Source: Hamilton Lane Details, Bloomberg (January 2021)