Active and Passive:

THE CASE FOR BOTH

WHEN IT COMES TO ACHIEVING OUTCOMES, THERE IS NO PURELY PASSIVE APPROACH.

WE’RE ALL ACTIVE INVESTORS.

We all make choices, saying yes to some exposures and strategies and no to others. That’s why, at Russell Investments, we believe in active AND passive investing. Decades of asset allocation expertise help us objectively recognise there are appropriate situations, market cycles, and circumstances for both.

We also believe savvy investors take advantage of the wide-and-deep toolkit that multi-asset investing provides. And we believe the best plan is not to follow trends, but to focus on proven, research-based strategies that give investors the highest likelihood of reaching their outcomes.

KEY FACTS

As of the end of December 2016, Russell Investments analysts held more than 2100 meetings to evaluate investment manager products. Meetings were held in-person, phone and video conference including multiple meetings with the same manager.

Active and Passive Investments Key Facts

 

For investors with a low tolerance for periods of active management under-performance, more passive exposure might make sense for them, even if that approach eliminates the possibility of outperforming passive benchmarks. For investors who believe in active out-performance, more active management might be the best approach. Of course, many investors will find their place somewhere along the spectrum. For illustration purposes only.