Glowing earth
COMPLETE

Funds and strategies

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 and services to complete 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.

A liability-driven investment strategy - matching assets to liabilities - is an efficient means to manage the risk of not meeting those obligations.

Explore liability-driven investing strategies

Managing a pension program is more challenging than ever. Pension reform, funding issues, accounting reform, manager selection—these all impact your plan and your organization's bottom line. Contributions are likely to rise as new funding thresholds are imposed. Achieving plan goals requires attention to funded status and total plan returns. You must understand the risks and set your investment strategy accordingly. We can help you decide what's right for your plan. We've developed a holistic approach for defined benefit plans. Our investment outsourcing solutions provide you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.

U.S. large cap funds typically invest in stocks of U.S. companies with a market capitalization value of more than $10 billion. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

  • Large Cap Defensive Equity Fund

    The Fund seeks to outperform its benchmark on a risk-adjusted basis, the Russell 1000® Index (the "Index"), via comparable returns over a full market cycle while exhibiting less volatility than the large cap U.S. equity markets (as measured by the standard deviation of returns) and downside protection in periods when broad market absolute returns are negative.

  • Equity I Fund

    Seeks to outperform the Russell 1000® Index with above-average consistency relative to other single investment manager solutions. The Fund is designed to achieve this by combining strategies with different payoffs over different phases of an economic cycle. The relative weight of each strategy can be shifted over time based on market conditions.

  • Enhanced Index U.S. Equity Fund

    Seeks to outperform the Russell 1000® Index with above-average consistency relative to other single investment manager solutions. The Fund is designed to achieve this by combining strategies with different payoffs over different phases of an economic cycle. The relative weight of each strategy can be shifted over time based on market conditions.

  • Large Cap U.S. Equity Fund

    Seeks to outperform the Russell 1000® Index with above average consistency over a full market cycle.

  • Russell Investments Russell 1000® Index Fund

    Seeks to mirror the returns of the Russell 1000® Index as closely as possible before the deduction of Fund expenses.

  • Russell Investments Russell 2000® Index Fund

    Seeks to mirror match the returns of the Russell 2000® Index as closely as possible before the deduction of Fund expenses.

U.S. small cap funds typically invest in stocks of U.S. companies with a market capitalization value of between $300 million and $2 billion. Market capitalization is calculated by multiplying the number of a company's shares outstanding by its stock price per share.

  • Equity II Fund

    Seeks to provide a favorable total return primarily through capital appreciation. Aims to outperform the Russell 2500™ Index with above-average consistency while managing volatility and maintaining diversification similar to the Index over a full market cycle.

  • Small Cap Fund

    Seeks to provide long-term capital appreciation. Aims to outperform the Russell 2000® Index while managing volatility and maintaining diversification similar to the Index over a full market cycle.

A global fund invests 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.

  • International Fund

    Seeks to provide long-term growth of capital. Aims to outperform the MSCI World ex USA Index Net (the "Index") while managing volatility and maintaining diversification similar to the index over a full market cycle.

  • International Index Fund

    Seeks to mirror the returns of the MSCI EAFE Index (net), as closely as possible before the deduction of Fund expenses.

  • All International Markets Fund

    Seeks to provide long-term growth of capital. Seeks to outperform the MSCI ACWI ex USA Index Net (the "Index") while managing risks that might otherwise result in higher volatility and scenario dependency.

  • World Equity Fund

    Seeks to provide long-term capital appreciation. Aims to outperform the MSCI World Index Net over a full market cycle.

  • Emerging Markets Fund

    Seeks to provide the potential for long-term growth of capital. Aims to outperform the MSCI Emerging Markets Index Net over a full market cycle.

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.

  • Short Term Investment Fund

    Seeks to provide current income and preservation of capital with a focus on short duration securities..

  • Inflation Protected Securities Fund

    Seeks to provide investors with protection from inflation exposure by investing in U.S. Treasury inflation-protected securities (TIPS) of varying maturities. The Fund seeks to replicate the risk and return characteristics of Bloomberg Barclays Capital U.S. TIPS Index (Series-L).

  • Investment Contract Fund

    Seeks to provide safety of principal and a favorable rate of return.

  • Fixed Income II Fund

    The investment objective of the Fixed Income II Fund is to provide current income and capital preservation with a focus on short duration securities. The Fund’s benchmark index is the ICE BofA 1-3 Year U.S. Treasury Index, which is representative of coupon-bearing U.S. Treasury debt with terms to maturity of at least one year.

  • Inflation Protected Bond Fund

    Seeks to provide investors with protection from inflation exposure by investing in U.S. Treasury inflation-protected securities (TIPS) of varying maturities. The Fund seeks to replicate the risk and return characteristics of Bloomberg Barclays Capital U.S. TIPS Index (Series-L).

  • Fixed Income I Fund

    Designed to provide current income and capital appreciation through a variety of diversified strategies. Seeks favorable returns comparable to the broad fixed income market, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index.

  • Multi-Manager Bond Fund

    Designed to provide current income, and as a secondary objective, capital appreciation through a variety of diversified strategies. It seeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index over an interest rate cycle.

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. They provide a closer credit quality and cash flow match versus liabilities than can be achieved through a single long credit strategy.

  • 10-15 Year STRIPS Fixed Income Fund

    Seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS 10-15 Years Index¹.

    ¹ Separate Trading of Registered Interest and Principal of Securities

  • 14-Year LDI Fixed Income Fund

    The 14-Year LDI Fixed Income Fund seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

  • 15-20 Year STRIPS Fixed Income Fund

    Seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS 15-20 Years Index¹.

    ¹ Separate Trading of Registered Interest and Principal of Securities

  • 25+ Year STRIPS Fixed Income Fund

    Seeks to provide duration and Treasury exposure by investing in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg Barclays U.S. Treasury STRIPS 25+ Years Index¹.

    ¹ Separate Trading of Registered Interest and Principal of Securities

  • Long Duration Fixed Income Fund

    Seeks to provide current income and capital appreciation. Aims to outperform the Bloomberg Barclays U.S. Long Government/Credit Bond Index over a full market cycle.

  • 8-Year LDI Fixed Income Fund

    Seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

Our real asset funds are structured to give institutional investors exposure to core real assets through an actively managed portfolio.

  • Global Real Estate Securities Fund

    Seeks to provide current income and long-term capital growth. It strives to outperform the FTSE EPRA/NAREIT Developed Real Estate Index Net TRI with above-average consistency over a full market cycle.

  • Global Listed Infrastructure Fund

    Seeks to provide the potential for excess return streams, stable income potential, and a possible hedge against inflation. It seeks to outperform the S&P Infrastructure Index over a full market cycle.

  • Commodities Fund

    Designed to provide the potential for long-term growth of capital and income. It seeks to outperform the Bloomberg Commodity Index Total Return with above-average consistency over a full market cycle.

  • Real Asset Fund

    Seeks favorable returns and a possible hedge against inflation by offering a well diversified portfolio that invests in global listed infrastructure, global listed real estate, commodities, and treasury inflation protected securities ("TIPS").

  • Marketable Real Asset Fund

    Seeks favorable returns by offering a well-diversified real asset portfolio that invests in global listed infrastructure, global real estate securities and commodities.

Multi-manager fund invests primarily in private core real estate designed to provide stable and high levels of current income supported by strong property occupancy.

  • Real Estate Equity Fund

    Seeks to outperform the NCREIF Fund Index – Open-End Diversified Core Equity (NFI-ODCE) - RITC* over a full market cycle.

    *NFI-ODCE is an equally-weighted, gross of fee, time-weighted return index of open-end (infinite life) funds that are diversified by property type and geographic region, and that invest primarily in core private equity real estate. All funds are held in a fiduciary environment and are composed of income-producing, institutional-quality real properties managed by banks, insurance companies and independent advisors.

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.

  • Multi-Asset Core Fund

    Seeks to provide long-term capital growth by offering a diversified portfolio of funds and separate accounts investing in U.S. and non-U.S. stocks, global real assets, and bonds. Aims to outperform its benchmark over a full market cycle.

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.


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.

Explore our solutions

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

Russell Investments Trust Company (RITC) funds are collective or commingled funds for which Russell Investments Trust Company serves as Trustee and investment manager. They are not funds of Russell Investments Company, nor a mutual fund registered under the Investment Company Act of 1940.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.

The trademarks, service marks and copyrights related to the Russell indexes and other materials as noted are the property of their respective owners.

Large capitalization (large cap) investments involve stocks of companies generally having a market capitalization between $10 billion and $200 billion. The value of securities will rise and fall in response to the activities of the company that issued them, general market conditions and/or economic conditions.

Small capitalization (small cap) investments involve stocks of companies with smaller levels of market capitalization (generally less than $2 billion) than larger company stocks (large cap). Small cap investments are subject to considerable price fluctuations and are more volatile than large company stocks. Investors should consider the additional risks involved in small cap investments.

Global equity involves risk associated with investments primarily in equity securities of companies located around the world, including the United States. International securities can involve risks relating to political and economic instability or regulatory conditions. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and to political systems which have less stability than those of more developed countries.

Bond investors should carefully consider risks such as interest rate, credit, repurchase and reverse repurchase transaction risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield ("junk") bonds or mortgage backed securities, especially mortgage backed securities with exposure to sub-prime mortgages.

Liability-driven investment strategies contain certain risks that prospective investors should evaluate and understand prior to making a decision to invest. These risks may include, but are not limited to; interest rate risk, counter party risk, liquidity risk and leverage risk. Interest rate risk is the possibility of a reduction in the value of a security, especially a bond or swap, resulting from a rise in interest rates. Counter party risk is the risk that either the principal or an unrecognized gain is not paid by the counter party of a security or swap. Liquidity risk is the risk that a security or swap cannot be purchased or sold at the time and amount desired. Leverage is deliberately used by the fund to create a highly interest rate sensitive portfolio. Leverage risk means that the portfolio will lose more in the event of rising interest rates than it would otherwise with a portfolio of physical bonds with similar characteristics.

Specific sector investing such as real estate can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Fund investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.

Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal.

Target date fund investing involves risk, principal loss is possible. The principal value of the fund is not guaranteed at any time, including the target date. The target date is the approximate date when investors plan to retire and would likely stop making new investments in the fund.

 

Looking for more information? We're here to help.

Ask a question

You have unique challenges. If you have questions, please ask them here.

Ask a question now

Build an RFP

Access sample RFP (request for proposal) questions to help simplify your life.

Build an RFP now