This paper discusses two tax efficient approaches to transition an equity portfolio to a new strategy:
1. The Timeline approach which moves the existing portfolio to the new strategy over a set number of years.
2. The Tax-Budget approach which moves the existing portfolio to a new strategy while limiting taxes or capital gains per year.
Back to Investor Basics. Helping you make informed investing decisions
The Balancing Act of Stocks and Bonds in Your Investment Portfolio
A practical overview for Treasurers, CFOs, CIOs, board and committee members
For DC investment committees, CFOs, and HR employee benefits professionals
In this paper, we cover whether EPI can still deliver expected benefits despite market downturn - specifically discussing the impact of COVID-19.
Four Strategies for Investing in a Recession
If you're considering outsourcing your investment program, we have a great resource for you.
What are managed accounts in DC plans and why are they on the rise? Learn more about our due diligence framework for managed accounts.
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.
Stand out and attract support for your causes. Take a look at the ways Form 990 can be used to best reflect your organization.
In today’s adverse investing environment, learn how teaming with an investment partner skilled in implementation could help you improve your organization’s finances.
“Do I know the outcomes I need to achieve in this late-stage market cycle?” Read our response and four additional Q&A for 2019.
This paper explores the structure of a listed infrastructure portfolio, including - rationale for inclusion in a portfolio and its distinction from other asset classes, liquidity, cash flow, and insights on model weights within the asset class, analysis about active management potential and common strategies.
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 paper that reviews our responsible investing beliefs, policy and practice.
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.
Find out what multi-asset strategy means to investors’ portfolios and their desired outcome.
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.
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.
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.
As investment outsourcing gains speed, plan sponsors may benefit from a “who does what” worksheet and sample RFP questions as they consider outsourced CIO (OCIO) providers.
This Russell Investments Viewpoint explores the relationship between environmental, social, and corporate governance (ESG) tilts and adding value through active security selection.
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.