Russell Investments Tax-Aware Unified Models seek to offer affluent investors a sophisticated tax-sensitive solution for the core of their portfolio

Russell Investments Tax-Aware Unified Models combine Russell Investments’ separately managed accounts and mutual funds in strategic asset-allocated portfolios designed to address investors’ unique risk, return and tax-management needs over the long term.

Six diverse strategically asset-allocated models covering the risk spectrum

The above allocations were effective May 16, 2023.

Key features and potential benefits of Tax-Aware Unified Models

Russell Investments incorporates in-depth manager research to identify managers and strategies with specialized expertise, seeking to harness the capabilities of each manager within well-diversified separately managed accounts and mutual funds. Using the Tax-Aware Unified Models, you and your clients can access a sophisticated multi-asset investment approach backed by a rich heritage of providing strategic advice and investment products to institutions, advisors and the individuals they represent.

The key features and potential benefits include:

Diversified, tax-aware, multi-asset portfolios implemented through Russell Investments’ separately managed accounts and mutual funds
Six models aligned for the conservative to aggressive investor
Objective evaluation, selection and oversight of institutional money managers
Optimized multi-manager combinations by portfolio