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TheStreet Open House

Russell Launches Series Of 10 “Factor” ETFs

“The Russell-Axioma Factor Indexes use a formal risk modeling process to help neutralize other factor exposures in order to manage turnover in the portfolio,” said Greg Friedman, managing director of Russell’s global ETF product group. “Axioma has quickly become a highly respected name in risk management, and coupling their empirical research with Russell’s tradition of innovation in portfolio construction and index creation has resulted in these unique investable products. Russell Factor ETFs can play an important role in helping sophisticated investors strategically reach their investment goals.”

The Russell ETFs business has assembled a growing team of ETF veterans who recognized an opportunity to expand Russell Investments’ presence in the marketplace as a sponsor of ETFs that offer a differentiated set of market exposures.

”Exposures to individual risk factors have not been readily accessible to many investment professionals in the past,” said Russell ETFs Director of Institutional and RIA Sales Mike Scanlon. “Russell Factor ETFs give these investors new ways to help manage the risk exposures within their portfolios.”

The following chart provides a summary of each new Russell Factor ETF:

Russell Large Cap Factor ETFs     Ticker     Focused Exposure
Russell 1000® High Beta     HBTA     Large cap stocks with the highest predicted beta, or sensitivity to price changes of the broad market, over the next three to six months
Russell 1000® Low Beta     LBTA     Large cap stocks with the lowest predicted beta, or sensitivity to price changes of the broad market, over the next three to six months
Russell 1000® High Volatility     HVOL     Large cap stocks that have exhibited the highest total return variability over the previous 60 trading days
Russell 1000® Low Volatility     LVOL     Large cap stocks that have exhibited the lowest total return variability over the previous 60 trading days
Russell 1000® High Momentum     HMTM     Large cap stocks that have the highest cumulative returns over the previous 250 trading days, excluding the last 20 trading days
Russell Small Cap Factor ETFs     Ticker     Focused Exposure
Russell 2000® High Beta     SHBT     Small cap stocks with the highest predicted beta, or sensitivity to price changes of the broad market, over the next three to six months
Russell 2000® Low Beta     SLBT     Small cap stocks with the lowest predicted beta, or sensitivity to price changes of the broad market, over the next three to six months
Russell 2000® High Volatility     SHVY     Small cap stocks that have exhibited the highest total return variability over the previous 60 trading days
Russell 2000® Low Volatility     SLVY     Small cap stocks that have exhibited the lowest total return variability over the previous 60 trading days
Russell 2000® High Momentum     SHMO     Small cap stocks that have the highest cumulative returns over the previous 250 trading days, excluding the last 20 trading days

About Russell ETFs

Russell ETFs were created to deliver a wide range of clearly differentiated market exposures that are designed to help investors meet their investment goals. With Russell ETFs, sophisticated investors gain access to unique exposures ranging from investment disciplines to risk factors and to broadly targeted exposures using an ETF of ETFs format. As a result, these investors now have a whole new set of exposures for constructing portfolios and managing risk. For more information, go to www.russelletfs.com.

About Russell Investments

Founded in 1936, Russell Investments is a global financial services firm that serves institutional investors, financial advisers and individuals in more than 40 countries. Over the course of its history, Russell’s innovations have come to define many of the practices that are standard in the investment world today, and have earned the company a reputation for excellence and leadership. The firm had over $161 billion in assets under management, as of March 31, 2011.

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