Russell Investments

Healthcare fiduciary's guidebook

November 2021
A practical overview for non-profit hospitals and healthcare systems

Fiduciary roadmap for non-profit organizations

August 2021
Learn about the steps a prudent investor should take in managing their investment program.

Responsible investing roadmap

July 2021
A guide to developing a responsible investing framework for your organization. Read five key steps on overarching best practices and take the first one today!

The investment and management of frozen pension plans

May 2021
This Frozen Pension Plan Handbook serves as an illustrative guide for those who have already frozen or are considering freezing their pension plan.

Mitigating taxes while transitioning to a new strategy

March 2021
This paper discusses two tax efficient approaches to transition an equity portfolio to a new strategy:

Excess returns or excess expectations?

December 2020
A review of the active manager recession and "recovery." Read our findings.

A corporate pension finance handbook

October 2020

A practical overview for Treasurers, CFOs, CIOs, board and committee members

Defined Contribution Retirement Plan Handbook

October 2020
For DC investment committees, CFOs, and HR employee benefits professionals

Benefits of private assets in multi-asset portfolios

September 2020
Stability, diversification and strong cash distribution: Evidence private assets can provide liquidity. See our findings.

The non-profit investment outsourcing guide

November 2019
If you're considering outsourcing your investment program, we have a great resource for you.

Active and Passive: The case for both

March 2017
At Russell Investments, we believe in active and passive investing. And we believe the best plan is not to follow trends, but to focus on proven, research-based strategies that give investors the highest likelihood of reaching their outcomes.

Strategy Spotlight: Incrementing — intra-month target weights to reflect reality

December 2016
Many factors can cause a portfolio to deviate from strategic asset allocation (SAA). The paper discusses incrementing the SAA using an overlay program.

Using overlays to balance the yin and yang of your Non-profit portfolio

December 2016
Yin and yang; risk management and return enhancement. See how three overlay strategies can be used to potentially balance your portfolio.

Value? Growth? Or Both?

April 2014
Using both growth and value investments allows investors to allocate assets both strategically and tactically, based on their individual objectives, while maintaining exposure to the potential benefits of diversification across styles.