The Integration of ESG issues

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Godwin Ramsey
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1 The Integration of ESG issues Some brief observations on Russell s approach to incorporating ESG criteria into our asset manager research process Helma Verkouw, associate director Benelux & Germany and Nordics Amsterdam, 11 November 2009

2 Russell Investments - recent steps Signs United Nations Principles for Responsible Investment Established new Global Sustainability Council 1. Sustainable Business Practices 2. Enhancement of our Product and Service Offerings 3. Thought Leadership on Sustainability in Investments 4. Sustainable Work Practices 2

3 Russell Investments - ESG integration Product research - opportunities created by impact of ESG issues Information gathering How are managers processes starting to tackle ESG issues? Will develop our insights of manager portfolios using ESG metrics Manager Research integration of ESG perspective Integration of ESG research skills within research function More explicit analysis of ESG effects developing guide to best practice 3

4 Russell Investments Limited Disclaimer This material does not constitute an offer or invitation to anyone in any jurisdiction to invest in any Russell product or use any Russell services where such offer or invitation is not lawful, or in which the person making such offer or invitation is not qualified to do so; or to anyone to whom it is unlawful to make such offer or invitation, and has not been prepared in connection with any such offer or invitation. This material is not intended for distribution to retail clients. Unless otherwise specified, Russell is the source of all data. Unless otherwise specified, all information contained in this material is current at the time of issue and to the best of our knowledge all information presented is accurate, however this cannot be guaranteed. Any opinions expressed are those of Russell Investments Limited and not a statement of fact and they do not constitute investment advice and are subject to change. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. There is no guarantee that any target or projected figures will be met and this information is for illustrative purposes only. Any simulated figures and estimated figures are for illustrative purposes only. Any past performance figures are not necessarily a guide to future performance. Any reference to returns linked to currencies may increase or decrease as a result of currency fluctuations. Any references to tax treatments depend on the circumstances of the individual client and may be subject to change in the future. Copyright Russell Investments Limited Issued by Russell Investments Limited. Company No Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. Some data used in the preparation of this presentation was provided by Morningstar, MSCI/Barra, and Merrill Lynch. Datasource Morningstar, Inc All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. 'Barra, Inc.'s analytics and data ( were used in the preparation of this report. Copyright (2005) Barra, inc. All rights reserved.' such data may not be copied or distributed in any manner. The data is provided "as is" exclusive of any warranty whatsoever, including, but not limited to, any implied warranties arising under the laws of any jurisdiction. Barra's provision of data shall not be deemed to be investment management or advisory services. Any use of the data for analyzing, managing or trading financial instruments is at your sole risk. Accuracy and completeness of the Barra data are not guaranteed. Neither Barra nor any of its third party vendors shall be liable for any damages, including direct, indirect, incidental, special or consequential damages, or damages for loss of profits, revenue, data or use, incurred by you or any third party. 4

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