HELPING YOU MEET PENSION PLAN OBLIGATIONS

Delivering innovative investment solutions for your defined benefit plan.

We can help your Defined Benefit (DB) plan seek to enhance returns, mitigate risk and manage costs.

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Defined benefit plan solutions

We've developed a holistic approach for defined benefit plans. Our investment outsourcing solution provides you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.

 

Defined benefit investment outsourcing

Maybe you have a renewed focus on seeking higher returns. If so, Russell Investments offers an investment outsourcing framework that relies less on traditional equity and fixed income securities and more on alternative investments and portfolio engineering techniques.

If you're focused on liability-driven investing, we can offer strategies like immunization and duration matching.

Pension risk management with liability-driven investing

Our solution is designed to improve your total portfolio outcome

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Explore liability-driven investing

Investment options

Employ some of the world's best money managers, while eliminating the distractions, risk and expense of conducting searches and monitoring investment managers on your own.

We help you improve results through better implementation

Using innovative tools and techniques, we provide implementation services. Our techniques, including transition management, derivative overlays, currency management, and execution services are considered to be among the best practices of the industry.

We help you manage the details

Are you bogged down with:

  • Tracking portfolios?
  • Monitoring money managers?
  • Overseeing administrative details?
  • Reviewing and implementing regulatory changes?

We're here to help. You have unique, complex challenges. A dedicated partner can take them on as if they are their own. This is what we do every day.

Comprehensive administrative services

This service can help with your trust and custody, performance reporting, plan accounting and retiree services needs. We also provide an added layer of fiduciary support on plan governance issues.

Aligning your DB & DC plans

We can help you avoid missed opportunities for savings and improve operational efficiencies by aligning your plans.

Learn about taking a consistent approach

CLIENT STORIES

What does our liability-driven investing approach look like?

There’s no one-size-fits all approach to LDI. The following are real-world examples we’ve implemented for these clients:


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A bespoke de-risking glidepath helped this plan improve funded status by 52%

Read the story and results

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A custom LDI-based approach helped improve client funded status over 5%

Find out how we helped improve funded status

Manage the risk that your pension plan will not be able to fulfill the pension promise made to employees and pensioners. Let us design a custom LDI solution to help lower funded status volatility and reduce the risk the plan places on company financials.

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The challenge of efficiently managing a pension plan continues to grow, and simple, practical guidance is more valuable than ever. Our updated fourth edition addresses significant new developments.

Receive yours today    Explore more guides

We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways.

Outsourced Chief Investment Officer (OCIO)

By reducing your operational burden, you're free to focus on what matters most to you.


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Customized Portfolio
Solutions

Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.

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Funds and
Strategies

For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio.

Funds and strategies

We are a globally recognized leader of institutional investment outsourcing.

Our experience and performance have placed us in good company.

When you invest, it's good to know you're among the best. Russell Investments has been globally recognized for excellence in the investment industry.

Outsourcing awards

We have a proven track record in investment outsourcing, with scale, client satisfaction, innovative solutions, and decades of experience.

View our outsourcing awards

 

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