INTERACT

Bring your client meetings to life.

Interactive tools

Built to support your conversations, understand client objectives and reinforce key insights into investing wisely.

Tools to engage your clients

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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.

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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.

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Request a tour

Reach out to request a demo of how to use these interactive tools, including insights to aid your client conversations.

Get in touch

EMOTIONS

Have you or your investors been riding
the wave of emotions in the market?
Gain perspective with our interactive
Cycle of Investor Emotions charts.

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Tools to understand client objectives

Multi Asset Growth Range

Multi-Asset Growth Range

This tool will help you review the different risk return options of the Multi-Asset Growth Range.

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Risk Rated Model Portfolios

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.

Classic Range: Get Started

Classic Plus Range: Get Started

Multi Asset Portfolios

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.

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Cashflow Forecasting

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.

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Ready to take the next step? We're here to help.

For questions, contact Anita:

Anita
Rennie
 
BUSINESS DEVELOPMENT
MANAGER

020 7024 6600

 

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We'd be honoured to work with you. Let us know what you'd like to discuss and we'll be happy to connect with you.



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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.

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