Powering adviser success – The value of advice

Our report looks holistically at what advisers do for their clients and the additional value they contribute to an investor’s portfolio.

This report is designed to quantify the contribution from the technical and emotional guidance a trusted human adviser can offer, in the following three key areas:

  • Helping clients avoid common behavioural mistakes
  • Providing clients with more tax aware investment approaches
  • Saving valuable time in creating and maintaining an appropriate financial plan and providing them peace of mind

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to receive a copy of the report and an additional article you can use with your clients.

Overview

Learn more about Russell Investments and access materials to help explain the benefits of award-winning multi-asset investing to your clients. Review product information and engage clients with a manager allocation tool to share manager allocations within a total portfolio.

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Awards and recognition


When you invest, it's good to know that you're among the best. Russell Investments has been recognised by independent research houses for our excellence in the investment industry.

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Tools

Investor profile questionnaire

An online questionnaire designed to determine the preferred balance in the portfolio between growth and defensive assets based on their risk/return profile.

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Manager allocator

Understanding the underlying manager allocations when using multi-asset funds can be time-consuming. This manager allocator tool helps to quickly distil the breakdown of managers with a portfolio. The report then clearly displays the underlying exposure for your client.

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Funds

Multi-asset funds

Our award winning, actively managed, multi-asset funds provide you with a diversified portfolio that delivers to the outcome you are seeking.

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Real returns funds

We follow a three-step process to create funds that generate a client’s chosen rate of return at a level of risk they can commit to.

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Sector funds

We are able to provide clients with select exposure to single sector strategies across an extensive range of traditional, alternative and opportunistic strategies.

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Exchange traded funds

Exchange traded funds can often be a simple way to create a diversified portfolio.

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