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REVIEW

Welcome to the Client Review Center.
Your go-to resource as you prepare for your quarterly client reviews.

REVIEW

Welcome to the Client Review Center.
Your go-to resource as you prepare for your quarterly client reviews.

Documents

Helpful materials to complement your conversations with clients

Quarterly reviews

These consolidated quarterly reports can be used when conducting reviews with your clients.

Core Model Strategies



 

Tax-Managed Model Strategies


Hybrid Model Strategies



LifePoints© Funds - Target Portfolio Series


Multi-Strategy Income Fund - Quarterly Commentary

Multi-Asset Growth Strategy Fund - Quarterly Commentary

Quarterly Fund Review


Other documents

More materials for you to use with clients

Investor Newsletter

This quarterly newsletter explores timely investment topics and retirement strategies for investors.

Client Quarterly Review Letter

Send these materials to your clients with this ready-to-use, FINRA-reviewed email template.

NEW! Special 1Q2020 Client Quarterly Letter

A special edition quarterly letter from Brad Jung, Managing Director, Head of North America Sales, to share with your investors which puts 1Q performance in context along with key questions investors may be asking now.

Insights from Russell Investments' experts

Economic and market commentary that provides context and perspective 

Insights to help you with client conversations

You're invited to tune in for one or all of the upcoming events, designed to help provide you with timely information to help inform your client conversations. Some events may not be available at your firm; check with your compliance department for questions.

Economic and Market Outlook

Financial Professionals Only
All webinars take place at 1:00 pm PT / 4:00 pm ET on the following dates:

Please join Russell Investments’ for a conversation on the latest forward-looking insights from our experts as they discuss where they believe markets are headed, what is driving them and the factors you may want to consider when working with clients. Our experts will also answer your questions during the open Q&A session.

Global Market Outlook

Each quarter our investment teams summarize their economic outlook for you to read and share.

Read the outlook

Market Week In Review

Each Friday our investment professionals produce a concise look back at important market drivers and events of the past week

Go to review

Asset Class Dashboard

We've identified key economic and market indicators to assess the current economic health and trends.

View dashboard

 

More resources

Consider ways to elevate your client reviews & stay up-to-date on product and manager changes

Elevate client experience

Your ability to institute WOW impressions is the best way to increase loyalty and turn clients into a marketing resource.

Evolve your practice

Product changes

Stay up-to-date on the latest changes to our investment solutions.


Get product updates

Manager updates

Access recent notices as well as archives of money manager and strategy changes for Russell Investment Company Funds.

Get manager changes

 

Advisors, ready to take the next step? We're here to help.

Ask a question

You have unique challenges. If you have questions, please share them here. We can help—you decide how.


Ask a question

 

Request a meeting

We'd be honored to work with you. Let us know how you want to meet and we will connect with you.

Create a proposal

Moving to a tax-managed portfolio can be complicated. Our Multi-Asset Portfolio Builder tool can help.

Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.

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