Custom investment proposals
The Russell Investments’ Proposal Generator is a tool optimized to quickly create custom investment proposals for a variety of different client outcomes. The output is a sophisticated proposal that brings together Russell Investments’ proprietary capital market forecasts and Monte Carlo simulation, along with before- and after-tax analysis.
Contact your Russell Investments Sales Team about proposals that incorporate portfolios, pools, or a custom solution.Request a proposal
Russell Investments' Automatic Rebalancing provides the option for clients to authorize automatic rebalancing in order to maintain their agreed upon target asset allocation for their Russell investments Pool.
This not only saves you time, but introduces a higher level of portfolio discipline and risk management to your clients' portfolios.
Tax illustration tool
The Tax Illustration Tool is intended to show a comparison of the growth potential of a primary product investment versus a comparison product investment over a 30 year period and the difference in after-tax income from the distribution, withdrawal and/or systematic withdrawal of a primary product investment versus a comparison product investment.Download tool
Request a custom investment proposal
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