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Issued by Russell Investments Limited. Company No. 02086230 and Russell Investments Implementation Services Limited Company No. 3049880. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0)20 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London E20 1JN.
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All data as of 31 December 2022 unless otherwise noted.
1 Source: Russell Investments. For Illustrative purposes only. Any forecast, projection or target is indicative only and not guaranteed in any way. Impact from 31 December 1978 to 31 December 2020. Based on a typical U.S. multi-asset portfolio consisting of 2.5% total cash (1.5% U.S. equity, 2.0% International equity and 1.5% fund cash) vs. a pro-rated target of 40% Russell 3000, 20% MSCI ACWI ex-U.S., 40% Bloomberg U.S. Aggregate.
2 Risk reduction as measured by decrease in tracking error between the portfolio with and without the Overlay program relative to the Strategic asset allocation.
Source: Russell Investments. Based on a 10-year composite of Russell Investments’ policy implementation clients.