Enhanced asset allocation (EAA)

When financial markets shift, how does your portfolio respond?

A disciplined and strategic response to market conditions

Investments should be built around a strategic and long-term approach. However, as markets fluctuate and risks and opportunities ebb and flow—sometimes dramatically—it makes sense to consider them when setting your asset allocation policy.

Russell Investments Enhanced Asset Allocation is designed to help investors to:

  • Identify significant, unsustainable movements in financial markets
  • Outline a path to potentially increase returns
  • Manage risks and liquidity
  • Maintain focus on overall strategic asset allocation

By working holistically, we'll aggressively look for return opportunities, while maintaining portfolio discipline.

Enhanced Asset Allocation diagram

Our Enhanced Asset Allocation is designed to work within a total portfolio management approach.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.