DEFINED BENEFIT (DB)
Your commitments, as our own.
Collaborating on DB plans to tackle funding and volatility issues, pension risk transfer strategies, and more.
Millions of people around the globe depend on DB pension plans to ensure a dignified retirement. As a fiduciary, it falls on you to fulfill your obligations, no matter what lies ahead. This is a weighty responsibility, and in these uncertain times, it may pose a substantial challenge. We can help.
Who we support
We support corporate, public, non-profit, and union DB pension plans of all sizes and levels of maturity.
How an ongoing asset/liability study maximized the funded status of a U.S. utility company.
Public Pension Plan
How a public pension plan evolved their program to enable real-time responses to market events, and lower fees.
Plan Termination Strategy
How a wood products company removed 40% of plan liabilities with limited impact on company financials.
Corporate Pension Outsourcing
How a corporate pension plan with $2 billion in assets reduced overall pension management costs by 50%.
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.
U.S. DB assets
As of 12/31/2022.
Ensuring you make informed decisions grounded in sound, evidence-based research and practical insight.Learn about consulting
Asset management and strategic guidance tailored to a level of discretion that suits you, so you can focus on what matters most.Learn about outsourced CIO
A suite of solutions to help your in-house team gain greater portfolio control, limit costs, reduce risk, and enhance returns.Learn about customized portfolio solutions
We are proud to be globally recognized for excellence in the investment industry.
Russell Investments was ranked as a top global manager of Defined Benefit outsourced assets, out of 47 firms, in CIO Magazine's "2023 Outsourced Chief Investments Officer (OCIO) Survey," based on the AUM from its fully discretionary clients (as of 12/31/2022).
Latest DB articles
Hear from our experts on the latest DB insights and research.