Institutional funds and strategies
We work toward a single purpose: to improve people's financial security.
Put many of the world's leading managers to work for you, by accessing our comprehensive range of funds and strategies.
For investment solutions that are built to deliver your desired outcomes, access our innovative range of multi-asset products to address your portfolio needs.
Each of these funds is an effective investment tool in its own right. When individual funds are carefully combined to create a diversified, outcome-oriented, multi-asset institutional investment program, their true potential is unlocked.
U.S. equity funds typically invest in stocks of U.S. companies. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.
Global funds invest in stocks of companies in developed countries throughout the world. An international fund invests in stocks of companies in developed countries throughout the entire world excluding the home country of the investment manager.
Fixed income funds invest in debt instruments that provide a return in the form of fixed periodic payments and the eventual return of principal at maturity.
Our real assets funds are structured to give institutional investors exposure to core real assets through an actively managed portfolio.
Multi-asset investments offer a convenient way for investors to diversify a portfolio by combining funds and separate accounts investing in various combinations of U.S. and non-U.S. stocks, bonds, and real assets into one fund.
These are multi-manager funds aimed to provide investors with the potential to reduce DB pension funded status volatility through exposure to high quality, mostly corporate bonds which closely match those found in discount curves used to value U.S. pension liabilities.
Target Date Funds offer premixed portfolios designed to simplify the asset allocation process for retirement plan participants. Investors typically choose the target date fund with the year in the fund name that is closest to the year they plan to retiree (assumes retirement at age 65). Target Risk funds are balanced portfolios offering a well-diversified investment program in a single fund.
We apply decades of alternatives investing experience to help build, manage and implement our alternatives strategies.
We've been relentlessly researching many of the world's top money managers in the alternatives space for over 30 years. We work tirelessly to ensure we identify the most appropriate managers for the respective fund investment objective. We then combine them and use dynamic implementation techniques to effectively and efficiently manage targeted strategy exposures. Our approach provides flexibility and highly opportunistic portfolio management.
The strategic evaluation & use of alternative investments in defined benefit pension plans
How alternative investments can be used in defined benefit plans to address the myriad of challenges and issues facing plan sponsors today.
An array of alternatives fund strategies:
Real estate Infrastructure
Depending upon the size of your organization, we may be able to offer you a fully-customized approach. This includes your own dedicated Russell Investments portfolio manager, who will be there with you every step of the way and have access to a complete team of Russell Investments experts to lean on.
Our separate account solution is designed to benefit our clients. Russell Investments' multi-style, multi-manager investment process is continuously evolves as the markets change and technology develops.
Enhanced diversification and fiduciary oversight
Based upon one of the world's largest investment manager research efforts, our investment process delivers Russell Investment's best ideas in convenient solutions. This exhaustive manager research effort provides clients with a significant information advantage and also places them in an improved fiduciary position. By combining premier investment managers using different investment approaches, our investment process also provides additional risk management and diversification.
Professional investment staff providing strategic advice
Delivering investment results in line with long-term objectives requires constant attention to all of the details of investment implementation. Expertise and experience in specialized areas of fund management is imperative for success. Russell Investments will dedicate a team of investment professionals led by a portfolio manager as well as a dedicated client service team who are all focused on the management and optimization of your investment program.
Economies of scale managing total investment cost
A critical component of our expertise is the ability to manage the total cost of fund management and investment implementation. With our experience in managing client assets, we have built the infrastructure and expertise to manage portfolios in a cost-effective manner.
When it comes to helping you achieve your goals, we believe that smart decisions are driven by strong evidence. So we take an evidence-driven approach, regularly inspecting and analyzing the key factors affecting your desired outcomes, and creating opportunities and strategies to help reach them.
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