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A-Team Insight Blogs

Russell Expands Investment Discipline Indexes

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.

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