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Russell Investments Communiqué
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EXECUTIVE VIEW 3 The only thing that remains constant is change By: Kevin Turner, CFA, Managing Director, Global Head of Client Strategy & Research INVESTMENT FOCUS 4 Adaptive investing – better data makes better solutions By: Steve Murray, Ph.D., CFA, Head of DC Solutions, Global Client Strategy & Research Target date funds are have become one of the most popular vehicles for 401(k) plans because of their automatic shift into more conservative investments as retirement nears. Russell Investments takes the target date concept a step further by customizing an adaptive solution based on each participant’s situation. In this article, we look at four individual scenarios and the characteristics that drive the investment result. CLIENT FOCUS 8 The evolution of multi-asset By: Rob Balkema CFA, Senior Portfolio Manager and Leah Fuhlbrugge, CFA, Portfolio Analyst Multi-asset investing is the term “du jour” in our industry today, but when you look a little deeper, the term doesn’t mean the same thing to all investors. We share our beliefs on the evolution of multi-asset investing, the components of an effective investment process, and describe why this approach is becoming more mainstream with institutional investors. OPINION 11 Market disruptors By: Rachel Carroll, CFA, Managing Director, Consulting Demographic changes in the world’s population have definite implications for the investment landscape. The combination of declining birth rates in developed markets and the ever- increasing presence of emerging markets in the world’s population will drive the need for adaptation at both the company and country level in the coming decades. Q&A 12 Dynamic portfolio management With: Megan Roach, CFA, Portfolio Manager and Keith Brakebill, CFA, Senior Portfolio Manager In today’s low return environment, the ability to dynamically manage investments is more important than ever, even for those firms that have been managing money for several decades. What are the five primary inputs that guide these dynamic portfolio shifts? How does a portfolio manager know when the signals are meaningful? How are these positioning strategies implemented at Russell Investments? 14 GREAT MOMENTS IN FINANCIAL HISTORY Circa 1935: Marjorie Merriweather Post puts the “G” in ESG By: Leola Ross, Ph.D., CFA, Director, Capital Markets Research15
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