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Form ADV Part 2B Brochure Supplement Russell Investments Implementation Services, LLC A Russell Investments company Form ADV Part 2B Brochure Supplement Item 1 – Cover Page 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877 WWW.RUSSELLINVESTMENTS.COM July 16, 2021 This Brochure Supplement provides information about supervised persons providing investment advisory services to Russell Investments Implementation Services, LLC (“RIIS”) clients and supplements the RIM Brochure. If you have any questions about the contents of this Brochure Supplement, please contact us at 206.505.4466 or [email protected]. The information in this Brochure Supplement has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. RIIS is an investment adviser registered with the SEC. Registration as an investment adviser does not imply any level of skill or training. Additional information about RIIS is also available on the SEC’s website at www.adviserinfo.sec.gov. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877 FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Travis Bagley that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement. Travis Bagley, CFA Director Transition Management Russell Investments Educational Background and Business Experience: Year of Birth: 1970 Education and Designations: B.S., Finance and Economics, Central Washington University CFA Charterholder, CFA Institute1 Licensed Registered Representative, FINRA Series 7, 6, 66 Business Background (past five years): 2015 to Present - Director, Transition Management Biography: Travis Bagley is a Director and leads the communication and strategic positioning of Russell Investments’ transition management offering in the Americas. Travis focuses on helping asset managers and plan sponsors develop customized solutions for the transition management market. Travis’s current duties included transition strategy development, planning and implementation, operational process oversight, process development, and implementation transaction cost analysis. Travis joined Russell Investments in 2000. Disciplinary Information: There are no legal and / or disciplinary events to report for Travis. Other Business Activities: There are no outside business activities to report for Travis. Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management. Supervision: Michael Hall is responsible for the supervision and oversight of Travis. Michael is head of Defined Benefit Solutions and oversees the advice Travis provides to help ensure those investments are suitable for the particular client and consistent with their investment needs, goals, objectives and risk tolerance, as well as any restrictions previously requested by the client. Michael can be reached at 206.505.4466. 1 The Chartered Financial Analyst (CFA) designation is an international professional designation offered by CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing their professional conduct. Russell Investments Implementation Services, LLC 1301 Second Avenue, 18th Floor Seattle, WA 98101 206.505.7877 FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Jonathan Baily that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement. Jonathan Baily Portfolio Manager Overlay Services Russell Investments Educational Background and Business Experience: Year of Birth: 1985 Education and Designations: B.A., Finance, University of Washington Business Background (past five years): 2015 to Present - Portfolio Manager Biography: Jonathan Baily is a Portfolio Manager on the Overlay Services Team for Russell Investments. Jonathan’s primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash securitization, synthetic rebalancing, liquidity management, currency overlays, liability-based solutions, portable alpha, downside protection, non-delta one options, and client- directed hedges. Jonathan joined Russell Investments in 2007. Disciplinary Information: There are no legal and / or disciplinary events to report for Jonathan. Other Business Activities: There are no outside business activities to report for Jonathan. Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management. Supervision: Brian Causey is responsible for the supervision and oversight of Jonathan. Brian is the Director of Overlay Portfolio Management for Russell Investments Implementation Services and is responsible for helping to ensure Jonathan adheres to policies and procedures designed to assure that advice is consistent with our clients' agreed upon investment objectives and guidelines and the firm's fiduciary obligations. Brian can be reached at 206.505.4466. Russell Investments Implementation Services, LLC Rex House, 10 Regent Street, London, SW1Y 4PE, England 44.207.024.6000 FORM ADV PART 2B – BROCHURE SUPPLEMENT This Brochure Supplement provides information about Igor Bosnjak that supplements the Russell Investments Implementation Services, LLC (“RIIS”) Brochure. You should have received a copy of that Brochure. Please contact 206.505.4466 or [email protected] if you did not receive the Brochure or if you have any questions about the contents of this supplement. Igor Bosnjak Director, Head of Portfolio Implementation Global Portfolio Management Russell Investments Educational Background and Business Experience: Year of Birth: 1975 Education and Designations: B.S., Business Administration, Central Washington University Licensed Registered Representative, FINRA Series 7, 55, 66 Business Background (past five years): March 2020 to Present - Director, Head of Portfolio Implementation May 2018 to February 2020 - Head of Portfolio Implementation November 2013 to April 2018 - Senior Implementation Manager Biography: Igor Bosnjak a Director and Head of Portfolio Implementation for Russell Investments. Igor leads the global team that is responsible for the formulation and implementation of strategies across Russell Investments' Funds and Separate Accounts, ensuring efficient and risk- controlled plans for implementing investment process. Igor and his team are also responsible for manager changes, account restructures and fund launches for Russell Investments' funds globally. Portfolio managers, clients, transition managers, operations teams and local custodians coordinate transition activities through Igor and his team. Igor joined Russell Investments in 2005. Disciplinary Information: There are no legal and / or disciplinary events to report for Igor. Other Business Activities: There are no outside business activities to report for Igor. Additional Compensation: Russell Investments’ Supervised Persons remuneration is comprised of base salary (fixed pay) and discretionary incentive (variable pay). Base salary is specific to the role and determined by market pay ranges and internal budget. Discretionary incentive is an annual bonus awarded based on individual, firm, and business unit performance. Additionally, Russell Investments provides equity awards to Supervised Persons in senior positions. Remuneration is not affected by an increase in fund or client assets under management. Supervision: Brian Meath is responsible for the supervision and oversight of Igor. Brian is Managing Director and Head of Portfolio Management for the Investment Division and is responsible for helping to ensure Igor adheres to policies and procedures designed to assure that advice is consistent with our clients’ agreed upon investment objectives and guidelines as it relates to portfolio
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