Bring your client meetings to life.
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.
Volatility and investing
Whilst there can be panic amongst volatility, this dynamic chart illustrates why staying calm (and staying invested) is crucial.
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.
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.
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? Get in touch.
Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.