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.

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.

Pension risk management with liability-driven investing

Our solution is designed to improve your total portfolio outcome

Managing risk with LDI

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.

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

Explore more with these
related links:

DB overview at-a-glance

Client case study: Strategic advice - Focus on funded status to improve results

Client case study: Corporate pension outsourcing

Client case study: Public pension

Client case study: Plan termination

Client case study: Asset/liability study

Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.

A corporate pension
finance handbook

Cover to the Corporate pension finance handbook

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.

Outsourced Chief Investment Officer (OCIO)

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

Explore OCIO

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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