Bring your client meetings to life.
INTERACT
Interactive tools
Built to support your conversations, understand client objectives and reinforce key insights into investing wisely.
Tools to engage your clients
Value of staying invested
Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested.
Value of global diversification
See how different asset classes have performed erratically year to year, demonstrating the benefits of a well-diversified, multi asset approach.
Request a tour
Reach out to request a demo of how to use these interactive tools, including insights to aid your client conversations.
Tools to understand client objectives
Model Portfolio Tools
Risk Rated Model Portfolios
These tools show the inter-link between risk and return. Using modelling techniques, it predicts the best and worst return you could expect from each of the portfolios in the Russell Investments Model Portfolio range.
Manager breakdown
Use this tool to see the underlying holdings in your portfolio at a manager level, demonstrating the diversification built-in to our multi-asset, multi-manager funds.
Cashflow Forecasting
Help your clients plan for retirement with cashflow forecasting. This tool takes into account the client’s assets, future contributions and income needs to create a projection of future wealth over the lifespan of the client.
Multi-Asset Growth Tools
Multi-Asset Growth Range
This tool will help you review the different risk return options of the Multi-Asset Growth Range.
Multi Asset Portfolios
Providing a deep dive into the Multi Asset Growth III fund, this tool shows the diversification built-in to our multi-asset, multi-manager funds.
Manager breakdown
Use this tool to see the underlying holdings in your portfolio at a manager level, demonstrating the diversification built-in to our multi-asset, multi-manager funds.
Ready to take the next step? We're here to help.
For questions, contact Jacob:
Jacob
Rowe
/ ASSOCIATE REGIONAL DIRECTOR
UK DISTRIBUTION AND PARTNERSHIPS
Potential investors in Emerging Markets should be aware that investment in these markets can involve a higher degree of risk.
Applications for shares in the fund are subject to the terms and conditions set out in the fund’s prospectus, Key Investor Information Document (KIID), memorandum and articles of association. Investors and potential investors are advised to read these documents (and in particular the risk warnings), as well as the further information contained in the annual and half-yearly reports before making an investment.
Please refer to the prospectus of the relevant [UCITS or AIF or EuSEF or EuVECA] and/or Information document of the relevant [AIF/EuSEF/EuVECA], and (where relevant) to the [KIID/KID] before making any final investment decisions.