Ronald J. Bundy

Managing Director, Morningstar Indexes at Morningstar, Inc.

Ronald J. Bundy

Ronald J. Bundy

Managing Director, Morningstar Indexes at Morningstar, Inc.

Biography

Ron Bundy, is CEO of Russell Index Group of Russell Investments of Seattle, addressed the winter commencement ceremony at Western Washington University on Saturday, March 19, in Carver Gymnasium. The Russell Index Group develops benchmarks used by millions to measure the performance of their investments. In addition to helping the Russell Index Group grow into a global leader in investment benchmarking, Bundy also spent two years in Tokyo as CEO of Russell Investments Japan.

Bundy, who earned a bachelor’s degree from Western in Business Administration-Marketing, got some early public speaking experience as president of a large student business club on Western’s (Western Washington University) campus.

Overview
Career Highlights

Russell Indexes

RelSci Relationships

1036

Number of Boards

3

Relationships
RelSci Relationships are individuals Ronald J. Bundy likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Legal Officer & Secretary at Russell Investments Implementation Services LLC

Relationship likelihood: Strong

Head of North America Operations at Russell Investment Management LLC

Relationship likelihood: Strong

Chief Executive Officer, Private Client Services at Russell Investment Management LLC

Relationship likelihood: Strong

Global Chief Investment Officer for Russell Investments at Russell Investments Implementation Services LLC

Relationship likelihood: Strong

Chairman at Russell Investment Management LLC

Relationship likelihood: Strong

Director & Chief Executive Officer at Morningstar, Inc.

Relationship likelihood: Strong

Former Trustee/Interim Prgm President at Greater Seattle Chamber of Commerce

Relationship likelihood: Strong

Founder & Chief Executive Officer at HelloWallet LLC

Relationship likelihood: Strong

Deputy Mayor & Chief of Staff at City of Seattle (Washington)

Relationship likelihood: Strong

Managing Director, Global Head of Client Strategy & Research for Russell Investments at Russell Investments Implementation Services LLC

Relationship likelihood: Strong

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Ronald J. Bundy
Managing Director, Morningstar Indexes at Morningstar, Inc.
Career History
Chief Executive Officer
Prior
Chief Executive Officer of Indexes
Prior

RIM's client assets are primarily invested using a multi-style, multi-manager diversification approach. They offer investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities or other assets. RIM researches investment advisors for different asset classes and investment styles. They invest in pooled investment vehicles and/or manages funds to either fully or closely replicate indexes (some of which may be affiliated). In certain cases, they may create custom baskets of index and benchmark securities based on multiple risk factors specific to client portfolios utilizing automated model databases. RIM directly manages funds that are managed to money market guidelines and other fixed-income accounts. The portfolio manager focuses on diversification of risks including credit risk, interest rate risk and redemption risk. The firm's investment services involve managing third party managers who are responsible for discrete portions of the portfolios of RIM's clients.

Managing Director, Morningstar Indexes
2019 - Current

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

Boards & Committees
Director
2009 - Prior

RIJ is an active multimanager which invests in global debt and equity across all sectors and market caps.

Director
2008 - ?

RIM's client assets are primarily invested using a multi-style, multi-manager diversification approach. They offer investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities or other assets. RIM researches investment advisors for different asset classes and investment styles. They invest in pooled investment vehicles and/or manages funds to either fully or closely replicate indexes (some of which may be affiliated). In certain cases, they may create custom baskets of index and benchmark securities based on multiple risk factors specific to client portfolios utilizing automated model databases. RIM directly manages funds that are managed to money market guidelines and other fixed-income accounts. The portfolio manager focuses on diversification of risks including credit risk, interest rate risk and redemption risk. The firm's investment services involve managing third party managers who are responsible for discrete portions of the portfolios of RIM's clients.

Member, Board of Trustees
Current

The Seattle Metropolitan Chamber of Commerce is the largest and most diverse business association in the Puget Sound region. Founded in 1882 by local business leaders, the Chamber today is an independent organization representing 2,200 companies and a regional workforce of approximately 700,000.

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