Russell Inv Global Equity A
Russell Investment Company1301 Second Avenue SeattleTacoma WA 98101
Jon Eggins,Lead Manager since February 12, 2015
Jon Eggins is a portfolio manager for Russell Investments, with primary responsibility for Russell’s small capitalization U.S. equity funds. Jon is responsible for all aspects of the portfolio management process including manager selection, portfolio construction and continuous monitoring. Jon assumed this role in 2011.
Prior this appointment, Jon was a senior research analyst in the investment process and risk group within Russell’s investment division. In this capacity Jon was a key architect of many enhancements to Russell’s portfolio management practice globally. This included designing and leading the investment content and debate in Russell’s asset class strategy forums and portfolio manager sounding boards, and further integrating Russell’s strategist inputs into the portfolio management process. During this time Jon enhanced Russell’s analytical tool kit, including developing a proprietary multi-manager risk analysis tool (ROADMAP) that is now used by all Russell equity portfolio managers and many consulting clients.
Jon joined Russell in 2003 as a research associate in the firm’s Sydney office. While there Jon performed a variety of roles including manager research, portfolio management support and capital markets research. These roles spanned multiple asset classes including large and small cap equities, fixed income and real estate investment trusts. Jon wrote several foundational research papers on Russell’s investment proposition, and regularly presented his findings to clients and industry conferences.
In 2008 Jon relocated to Russell’s U.S. headquarters as a research analyst. In this role Jon covered U.S. market-oriented equity managers and global tactical asset allocation strategies., which involved researching, interviewing, evaluating and recommending investment managers to consulting clients and Russell portfolio managers. He is a subject matter expert on quantitative equity managers and quantitative techniques for evaluating managers and constructing multi-manager portfolios.
Jon remains actively involved with academia, having tutored courses in economics and econometrics at the University of New South Wales. He has worked with academics in Australia, Austria and Switzerland on a series of papers relating to stock-market index construction and investment manager performance evaluation. His research has been published in practitioner and academic journals such as the Journal of Applied Finance. Jon has also lectured in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was named the Outstanding Lecturer in a NSW Post-graduate Program at the Annual Practitioner Awards for 2007.
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