Russell Investments

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Investor Newsletter: Summer 2021

July 2021
Inflation – How it erodes the value of your money

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 plan handbook serves as an illustrative guide for those who have already frozen or are considering freezing their pension plan.

Investor Newsletter: Spring 2021

April 2021
Understanding value and growth stocks

Investor Newsletter: Winter 2020

January 2021
Back to Investor Basics. Helping you make informed investing decisions

Investor Newsletter: Fall 2020

October 2020
The Balancing Act of Stocks and Bonds in Your Investment Portfolio

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

EPI: How was this impacted by COVID-19

July 2020
In this paper, we cover whether EPI can still deliver expected benefits despite market downturn - specifically discussing the impact of COVID-19.

Investor Newsletter: Summer 2020

July 2020
Four Strategies for Investing in a Recession

The non-profit investment outsourcing guide

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

A guide to managed account evaluation in practice

April 2019
What are managed accounts in DC plans and why are they on the rise? Learn more about our due diligence framework for managed accounts.

The shortsightedness of investing in silos

February 2019
Improve your chances of meeting your organization’s goals. Read why dynamic, holistic multi-asset investing matters and can help you survive and thrive in today’s uncertain, volatile markets.

Wellness is wellness: Successfully aligning financial and health wellness initiatives

November 2018
Financial wellness programs can be delivered through personalized, gamified actions that help knock down some of the barriers preventing people from taking that first step.

Research: Best practices for responsible investing

October 2018
Research paper that reviews our responsible investing beliefs, policy and practice.

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.

Advisors: Helping clients create a sustainable retirement plan

April 2016
Phill Rogerson explores a key challenge of retirement planning – balancing the needs of today with those of tomorrow – and offers possible ways advisors can help clients address goals.

LDI for DB plans with lump sum benefit payment options

July 2015
While offering lump sums adds an extra layer of complexity to an LDI strategy, this should not dissuade sponsors from pursuing LDI strategies for their plans. With a proper understanding and appropriate adjustments, LDI can reduce interest rate risk and help sponsors meet their objectives for their plans and the plan’s participants.

Sustainable income investment solutions

July 2015
This month Phill Rogerson, Managing Director with U.S. Advisor & Intermediary Solutions, discusses the growing need for sustainable income-generating investment solutions for financial advisors and their clients.

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.