Interactive tools

Multi-Asset Portfolio Builder

The Multi-Asset Portfolio Builder (MAP Builder) is an easy-to-use web-based tool that brings together Russell Investments' proprietary capital market forecasts and Monte Carlo simulation, along with before- and after-tax assumptions, to quickly create a high-quality proposal for use with end-investors.




The Value of Tax Management

Highlight the potential opportunity afforded by paying attention to taxes when investing – specifically how tax efficient investing can impact an investor's ending wealth as well as their tax burden.




Funded Ratio Calculator

The Funded Ratio Calculator is a web-based tool that helps you answer the question you probably hear quite frequently from investors, "Do I have enough money to retire?". By entering information about the investor's portfolio assets, income streams, planned savings, and future spending needs the tool can provide a detailed funded ratio for the investor - much like a pension plan might compare its assets and liabilities to assess the health of its defined benefit plan.




Manager Asset Allocation Tool

Create a client-ready PDF using this tool that demonstrates the diversification inherent in Russell Investments Multi-Asset Portfolios across asset classes, underlying mutual funds, investment styles and manager products.




Value of Global Diversification

Create a client-ready PDF using this tool that demonstrates the diversification inherent in Russell Investments Multi-Asset Portfolios across asset classes, underlying mutual funds, investment styles and manager products.




Dashboards and forecasts

The following resources are intended to help clients understand the economy and the markets.

 
Economic Indicators Dashboard

Speak confidently about the economy and markets.

Check out the dashboard






Asset Class Dashboard

Help clients ground performance expectations in reality.

Get started






Business Cycle Index

Forecasts the strength of economic expansion or recession in the coming months.

Learn more about our economic forecasts

 

 

 

 

 

 

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