Interactive tools

Our interactive tools can really bring client meetings to life.  They are built to support your conversations, helping to understand client objectives and reinforce key insights into investing wisely.


Engaging clients


Cycle of Market Emotions
Take a look at the impact the markets could have on our emotions.

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Value of Global Diversification
This tool shows how different asset classes have performed erratically year to year, demonstrating the benefits of a well-diversified, multi asset approach.

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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. Using weighted averages, it also demonstrates the difference in volatility and returns between lower risk and higher risk strategies.

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Understanding objectives


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
This tool shows 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.

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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
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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