What is your risk tolerance?
Learn how this strategy may add value to diversified portfolios and designed to deliver alpha and lower total portfolio risk.
Managing Market Volatility
Global diversification: Consider expanding your investment horizons
Past performance is no guarantee of future results.
Inflation – How it erodes the value of your money
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!
This Frozen Plan Handbook serves as an illustrative guide for those who have already frozen or are considering freezing their pension plan.
Understanding value and growth stocks
This paper discusses two tax efficient approaches to transition an equity portfolio to a new strategy:
Priority list of 8 ideas and actions to help retirement plan sponsors guide participants toward better decision making as they save for retirement.
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.
If you're considering outsourcing your investment program, we have a great resource for you.
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.
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.
Many factors can cause a portfolio to deviate from strategic asset allocation (SAA). The paper discusses incrementing the SAA using an overlay program.
Yin and yang; risk management and return enhancement. See how three overlay strategies can be used to potentially balance your portfolio.
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.
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.
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.