Investor education

Shareable, client-ready content that advisors can use to educate investors

Types of Investments Volatility & Risk Investment Planning & Strategies Investor Guidance

When investors understand the fundamentals of investing, it can increase their confidence and bolster the relationship they have with their advisor. The resources featured below cover types of investments, retirement, volatility & risk, investment planning & strategies, as well as investor guidance—in-demand topics that investors want to learn more about.

Types of investments

There are many types of investments, including, bonds, stocks, mutual funds, exchange-traded funds, savings accounts, and more. Which investment type should an investor use in their portfolio? That depends on many factors and is a conversation we encourage investors to have with their financial advisors.

PDF

A primer on bonds

6 minute read

A bond is simply a loan you make to a corporation, municipality, or government agency. The borrower gets the cash it needs, while you, the lender, earn interest for the term of the loan. For the use of your money, the borrower promises to pay you a specific interest rate on a regular basis for a set period of time.

PDF

Understanding exchange traded funds (ETFs)

6 minute read

An ETF is an investment vehicle that combines characteristics of both mutual funds and individual securities. An ETF holds a basket of securities that can provide diversification, like a mutual fund. It can be bought and sold throughout the trading day on an exchange, like a stock.

PDF

10 reasons to invest in global infrastructure

8 minute read

Review 10 compelling reasons to invest in global infrastructure, ranging from enhanced yield and income potential, downside protection, and true global exposure.
Briefcase open navy

Related content: Types of Investments

Once you've developed an understanding of these types of investments, please explore our investment solutions, which embody many of these investment types.

Fixed income solutions

Real assets solutions

Volatility & risk

Volatility and risk are often key factors that influence investor behavior. However, an investor can more easily ride out these periods of uncertainty if they are armed with knowledge and an understanding of historical market performance.

PDF

Impact of staying invested

4 minute read

Staying the course during market volatility is often difficult for many investors. Some choose to move to cash investments, while others try to time the market. Unfortunately, these investors are often buying high and selling low—and miss the rallies that follow the challenging periods.

PDF

Keep calm and staying invested

8 minute read

It’s important to remember to stick to your long-term financial plan and avoid emotional, headline-driven decisions. To help ease some of the angst, consider these three guidelines to help you keep things in perspective, and stay calm and invested.

PDF

Bull versus bear market

4 minute read

We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.
Briefcase open navy

Related content: Volalility & risk

Market volatility is to be expected during your investment lifespan. And with volatility, often comes risk. However, there are ways we, at Russell Investments, work to ensure that the right risks are taken, with the highest likelihood of compensation.

Managing market volatility

Cycle of investor emotions

Investment planning & strategies

Investment planning and strategies can encourage investors to stick to their investment plan and overall objectives. These straight-forward approaches can be easily implemented and, with the help of an advisor, investors can reap the benefits.

PDF

The power of compounding

5 minute read

Compounding is the process by which an asset's earnings, from either capital gains or interest, are reinvested to generate additional earnings over time1. It’s this process that makes your money grow faster than simple interest.

1Source: Investopedia

PDF

Value of diversification

3 minute read

What style or asset class performs best in any given year? It depends. This color chart shows how large cap, small cap, value, growth, international, bonds, and real estate performed over the past number of years. It demonstrates how there is never an asset class guaranteed to be the best performing asset class year over year, which supports the value of diversification in a portfolio.

PDF

Dollar-cost averaging

4 minute read

Dollar-cost averaging (DCA) helps you deal with the unpredictable nature of the financial markets. The way it works is you invest equal amounts of money on a regular schedule, over a chosen time period. You decide how much you want to invest, how often and for how long.
Briefcase open navy

Related content: Investment planning & strategies

An advisor can work with investors to understand their financial goals and translate that understanding into an investment plan that fits the investor's risk tolerance. Our investment approach and solutions include careful evaluation as well as variety to better suit an investor's needs.

Our investment approach

Products

Investor guidance

Advisors play a critical role in steering investors, and their behavior, through the various market environments they may encounter over their lives—and through the various major life events they undergo. The content below can be helpful to advisors and investors, whether a relationship is just getting established, or is maturing over time.

PDF

Value of an advisor study

11 minute read

We at Russell Investments believe all investors should work with a financial advisor. Our study is based on a simple formula that shows the value that advisors add by helping investors gain financial security.

Interactive

Cycle of investor emotions

1-10 minute read

Emotions can be such a threat to an investor's financial health, it is important to know how to keep your head above water in the cycle of investor emotions.

PDF

How to avoid common behavioral biases

6 minute read

Why do investors react differently to the same market event? It depends on a number of factors, such as what the investor’s objectives are, what their beliefs are about where they are in the market cycle and what markets will do next within the investor’s time horizon. Some beliefs may lead to successful investment strategies and behaviors. However, other beliefs may lead to behavioral biases that jeopardize the likelihood of achieving an investor’s objectives.

This site uses cookies to offer you a better browsing experience. A cookie is a small text file that a website places on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences, so you do not have to keep re-entering them whenever you come back to or browse this site. Click here for a list of cookies and a description of how they’re used. The cookie-related information is not used to identify you personally. These cookies are not used for any purpose other than those described here.

Nothing in this publication is intended to constitute legal, tax securities or investment advice, nor an opinion regarding the appropriateness of any investment nor a solicitation of any type. This is a publication of Russell Investments Canada Limited and has been prepared solely for information purposes. It is made available on an "as is" basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information.

We will provide our publications in alternative formats, upon request, in a timely manner, depending upon document specifications (e.g. length of document, format required).

Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Products and services described on these websites are intended for Canadian residents only. Information on these sites should not be considered a solicitation to buy or an offer to sell a security to any person.

© Russell Investments Canada Limited 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

First used: January 2025. RETAIL-04344