About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Russell Investments Makes Key Appointment for Index Business

Subscribe to our newsletter

Russell Investments has appointed Shelton (Shellie) Unger as director of plan sponsor sales for Russell Indexes. Unger, who has more than thirty years of financial services experience, will lead a focused initiative to introduce the full depth and breadth of Russell Indexes’ product and service offering to the plan sponsor community in the U.S., including foundations, endowments and consultants. She joined Russell on July 18th, is based in the firm’s New York office and reports to Kevin Lohman, managing director of sales for Russell Indexes.

“With the significant challenges plan sponsors face today such as increasing market volatility, decreasing funding ratios and the uncertain market and investment climate, retirement plan sponsors need access to high quality benchmarking tools to make well informed asset allocation decisions,” said Lohman. “Shellie brings incredible insight into the needs of the plan sponsor community with a proven track record of building and motivating world class service teams to address these needs.”

Prior to joining Russell, Unger spent twenty-five years with Vanguard where she helped build a variety of successful business teams serving different aspects of the institutional retirement market. Her assignments at Vanguard included client service, operations, strategic planning, institutional sales and marketing, participant education, online strategy, international and nonprofit sales and global consultant relations. At Russell, she will lead the effort to grow awareness and expand partnerships among existing and new plan sponsor clients in the U.S., encouraging them to utilize the full depth and breadth of Russell Indexes’ benchmarking capabilities.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Client lifecycle management: faster Onboarding, KYC, AML and GDPR processing

Are your client lifecycle management processes – including client onboarding, Know Your Customer (KYC), Anti-Money Laundering (AML) and most recently General Data Protection Regulation (GDPR) – up to the right standard for today’s pressing regulatory challenges? Early iterations of KYC and AML applications may no longer be effective from either a compliance or competitive perspective,...

BLOG

Juniper Square Seeks to Democratise Private Markets with Data

Juniper Square has, from a virtual standing start, become one of the fastest-growing providers of data and investor services to private-market participants. Earlier in the summer it received a US$130 million series D capital injection that underscored its prospects and valued the company within unicorn territory. That’s unsurprising for a company whose platform has, since...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

The Global LEI System – A Solution for Entity Data?

The Global LEI System – or GLEIS – has been in development since the middle of last year. Development has been patchy at times, but much has been done, leaving fewer outstanding issues, but also raising new questions. What’s emerging is a structure for the GLEIS going forward, complete with a mechanism for registering and...