Russell Investments
Absolute return currency strategy
June 2023
Learn how this strategy may add value to diversified portfolios and designed to deliver alpha and lower total portfolio risk.
Investor Newsletter: Winter 2021
January 2022
Global diversification: Consider expanding your investment horizons
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:
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
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.
Defined Contribution plan re-enrollment: A fiduciary imperative? (Updated)
March 2016
This paper looks at the role re-enrollment can play in guiding DC participants to an appropriate asset allocation, potential roadblocks, solutions, and successful implementation.
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.