We are an Insights as a Service (IaaS) company, serving Institutional Asset Managers and Asset Owners within the investment management industry.Our Mission: Empower people to make better-informed decisions and measure results.We have compiled a unique universe of public and private data and overlaid it with proprietary analytics. We augment our analytics with industry expertise, providing our clients with a management toolkit. The toolkit allows clients to: benchmark their organization against a universe and peers, uncover blind spots and "outliers", and research and engage in deep dives on priority topics and areas of interest.We are industry experts who have challenged industry norms, promoting enhanced standards for disclosure, transparency, and measurement. Our backgrounds span investment business management, controls functions, and trading. We believe this real-world experience – combined with data science – facilitates better-informed decisions with measurable results.

Full accountability and responsibility for the global growth, daily product delivery, risk management and associate management of the business, which consisted of 100 associates across Russell’s key offices in North America, the UK, Japan, and Australia. The services included exposure management (derivatives and currency overlay), specialty asset management (transition management, interim portfolio management), and execution management (global trading, commission management). Demonstrated record of success in strategy development, building relationships, and efficient allocation of firm resources. Extensive experience implementing investment ideas, which included developing and marketing strategies for institutional clients. Recognized for unique skill at combining deep and diverse technical knowledge with outstanding ability to communicate how the product or service can provide value to a client.• Led the global business to the top 5 record revenue years in its history, through ambitious goal setting and a tireless work ethic, even during three years of uncertainty due to two corporate ownership changes• Produced continued margin expansion through revenue growth while also prudently managing expense base, routinely performing at 2% - 4% below corporate expense budget • Acted as key conduit and relationship manager to one of the largest Implementation Services global clients, which drove an increase in the aggregate services consumed• Established and modeled standards of mutual trust and respect while engaging with legal, operations, compliance, risk, HR, technology, and finance, which enabled an efficient, productive, and risk-controlled business• Represented the firm as part of the Executive Committee to potential buyers during two corporate sale events, further positioning Implementation Services as a market differentiating business within Russell Investments• Served as subject matter expert during prospect visits, bolstering the sales close rate

Provided overall strategic direction and daily management of the global transition management business. Charged with implementing the most efficient, risk-adjusted transition strategies in the industry, this team served all of Russell’s multi-asset investment solutions, funds, separate client accounts, and third-party transition clients.• Directed strategic expansion of the team including the successful launch of new interim portfolio strategies and underlying infrastructure. These efforts differentiated Russell’s deliverable and positioned it for success• Responsible for revenue growth (2009 - 2012, +24% in 3rd party) and expansion of client relationships (2009: +9; 2010: +19; 2011: +32; 2Q2012: +23), by instilling a competitive nature and non-negotiable integrity across the team• Drove risk-managed growth in the volume of business from 2009 ($581B assets, 733events), 2010 ($620B assets, 758 events), 2011 ($664B assets, 738 events), thru 2Q2012 ($345B assets transitioned, 484 events)• Led the development and re-design of marketing materials, which reflected key strengths and differentiation of Russell’s transition management product• Key contact during routine regulatory examinations providing education of the daily processes of the team, leveraging deep technical knowledge and valuable subject matter expertise

Responsible for the daily delivery of top tier investment products. This was successfully achieved by building a world-class team of highly motivated and client-focused associates and developing state-of-the-art, scalable business systems spanning all asset classes. Through a results-oriented and nurturing leadership style, drove innovation spanning transition management, overlay services, technology, business line integration, and the quantitative strategies teams. • Acted as Executive sponsor for the implementation of the manager workbench and order management system, and its linkages to accounting and trading systems. This greatly increased scale and risk control across the business• Represented the Implementation business in both corporate and external consultant meetings during Russell’s ‘business optimization initiative’, which resulted in an all-encompassing restructure of the Russell enterprise• Worked directly with the RIS CEO to manage the revenue and expense budget for the global business, which positioned RIS as one of the highest margin units within Russell• Led team efforts of corporate headquarters move from Tacoma to Seattle, WA. This entailed new office layout, technology needs, and setup of operations, which resulted in 100% associate retention throughout the relocation

One of three founding members of the Transition Management team which expanded externally to serve institutional clients. Initially as a day to day individual contributor, grew this business globally, and ultimately took over leadership of the portfolio management, quantitative strategist, equity and fixed income trading, and operations teams.• Key contributor to hundreds of RFP and RFI responses to large institutional clients, which positioned Russell’s Transition Management product as a leading innovator in the industry• Spearheaded development of enhanced manager funding process, leveraging money manager relationships, systems knowledge and project management skills, to reduce cost, risk and improve investment outcomes • Managed the strategy development, day-to-day implementation, and client reporting of complex transition events, which lead to improved investment results for institutional clients• Performed daily cash management, derivatives trading, and ongoing analysis and monitoring of managers within Russell funds and separate client accounts