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 Fiduciary Solutions provide you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.

• Large cap U.S. Equity funds

  U.S. large cap funds typically include 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.

  • Russell Large Cap Defensive Equity Fund

    The Russell Large Cap Defensive Equity Fund seeks to outperform the Russell 1000® Defensive Index®, while being less volatile than the large cap U.S. equity market (as measured by the standard deviation of returns of the Russell 1000® Index).

  • Russell Equity 1 Fund

    The Russell Equity I Fund seeks to outperform the Russell 1000® Index with above average consistency while taking risks consistent with its targeted tracking error.

  • Russell Large Cap U.S. Equity Fund

    The Russell Large Cap U.S. Equity Fund seeks to generate excess return over the Russell 1000® Index on an annualized basis over a full market cycle.

  • Russell Enhanced Index US Equity Fund

    The Russell Enhanced Index U.S. Equity Fund seeks to provide long-term capital growth by tracking stocks in the Russell 1000® Index, while aiming to modestly enhance those index returns. Excess return is sought through the use of stock index derivatives combined with active management of the underlying cash in short duration fixed income securities.

  • Russell 1000 Index Fund I

    The Russell 1000® Index Fund seeks large cap U.S. equity returns by replicating the risk and return characteristics of the Russell 1000® Index with minimum tracking error. The Russell 1000® Index Fund helps investors implement a program that integrates passive components with Russell's actively managed funds.

• Small cap U.S. Equity funds

  U.S. small cap funds typically include 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.

  • Russell Equity II Fund

    The Russell Equity II Fund seeks to outperform the Russell 2500® Index over a market cycle.

  • Russell Small Cap Fund

    The Russell Small Cap Fund seeks to outperform the Russell 2000® Index over a market cycle.

• International and global equity funds

  A global fund includes the entire world of companies, while an international fund includes the entire world excluding the investor's home country.

  • Russell International Fund

    The Russell International Fund seeks to outperform the Russell Developed ex-US Large Cap Index Net over a full market cycle.

  • Russell International Fund with Active Currency

    The Russell International Fund with Active Currency combines investment in the Russell International Fund with an overlay of active currency strategies. The objective of the fund is to provide a favorable total return and additional diversification through investment in non-U.S. equity securities and active currency management. The risk and return potential of this fund is higher than the Russell International Fund, due to the addition of active currency management.

  • Russell All International Markets Fund

    The Russell All International Markets Fund (AIM) seeks to outperform a blended benchmark (AIM Composite Index) comprised of 90 percent Russell Developed ex-US Large Cap Index Net and 10 percent Russell Emerging Markets Index Net, over a full market cycle.

  • Russell World Equity Fund

    The Russell World Equity Fund seeks to outperform the Russell Developed Large Cap Index Net* over a full market cycle.

  • Russell Emerging Markets Fund

    The Russell Emerging Markets Fund seeks to outperform the Russell Emerging Markets Index Net over a market cycle.

  • Russell Frontier Markets Equity Fund

    The Russell Frontier Markets Equity Fund seeks to outperform the Russell FrontierTM ex- GCC Index Net over a market cycle.

• Fixed income funds

  Fixed income investments provide a return in the form of fixed periodic payments and the eventual return of principal at maturity.

  • Russell Short Term Investment Fund

    The Russell Short-Term Investment Fund seeks to provide the preservation of principal and the maintenance of liquidity.

  • Russell Inflation Protected Securities Fund

    The Russell Inflation Protected Securities Fund seeks to provide investors with protection from inflation exposure by investing in U.S. Treasury inflationprotected securities (TIPS) of varying maturities. By investing in a representative portion of the Barclays U.S. TIPS Index (Series-L), the fund seeks to replicate the risk and return characteristics of the index with minimum tracking error.

  • Russell Investment Contract Fund

    The Russell Investment Contract Fund seeks to maintain stability of principal while providing a competitive yield.

  • Russell Fixed Income II Fund

    The Russell Fixed Income II Fund seeks to outperform the BofAML US Treasuries 1-3 Yr Index over an interest rate cycle.

  • Russell Quantitative Bond Fund

    The Russell Quantitative Bond Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

  • Russell Fixed Income I Fund

    The Russell Fixed Income I Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

  • Russell Multi-Manager Bond Fund

    The Russell Multi-Manager Bond Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

• Liability-driven investment funds

  These Russell funds are benchmarked to the Barclays-Russell LDI indexes and reflect various target durations to match an organization's LDI strategy. The provide a closer credit quality and cash flow match versus liabilities than can be achieved through a single long credit strategy.

  • Russell 6-Year LDI Fixed Income Fund

    The Russell 6-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 6-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell 8-Year LDI Fixed Income Fund

    The Russell 8-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 8-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell 10-Year LDI Fixed Income Fund

    The Russell 10-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 10-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell 12-Year LDI Fixed Income Fund

    The Russell 12-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 12-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell 14-Year LDI Fixed Income Fund

    The Russell 14-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 14-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell 16-Year LDI Fixed Income Fund

    The Russell 16-Year LDI Fixed Income Fund seeks to provide high quality, mostly corporate bond based exposure to fixed income securities which closely match those found in discount curves used to value U.S. pension liabilities. As one of the Target Duration LDI Funds it is designed to be used in combination with other Russell fixed income funds as a part of an overall LDI program. It also aims to achieve modest outperformance versus the Barclays- Russell 16-Year LDI Index by combining diversified advisor styles and strategies over a full market cycle.

  • Russell Long Duration Fixed Income Fund

    The Russell Long Duration Fixed Income Fund seeks to outperform the Barclays U.S. Long Government/Credit Bond Index by combining diversified advisor styles and strategies over various phases of an investment cycle.

  • Russell 28 to 29-Year STRIPS Fixed Income Fund

    This Russell 28 to 29-Year STRIPS Fixed Income Fund seeks to provide duration exposure through investments in U.S. Treasury STRIPS¹ with a maturity between 27-30 years.

    ¹Separate Trading of Registered Interest and Principal of Securities

  • Russell 10-Year STRIPS Fixed Income Fund

    This Russell 10-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 Barclays U.S. Treasury STRIPS¹ 10-11 year Index.

    ¹Separate Trading of Registered Interest and Principal of Securities

  • Russell 15-Year STRIPS Fixed Income Fund

    This Russell 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 Barclays U.S. Treasury STRIPS¹ 15-16 year Index.

    ¹Separate Trading of Registered Interest and Principal of Securities

• Real asset funds

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

  • Russell Global Real Estate Securities Fund

    The Russell 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 with above-average consistency.

  • Russell Global Listed Infrastructure Fund

    The Russell Global Listed Infrastructure Fund seeks to outperform its benchmark with above-average consistency and with lower tracking error relative to other funds.

  • Russell Commodities Fund

    The Russell Commodities Fund seeks to provide exposure to the commodities markets and provide returns that outperform the Dow Jones - UBS Commodity Total Return Index.

  • Russell Real Asset Fund

    The Russell Real Asset Fund seeks to outperform a blended benchmark (Real Asset Composite Index) over a market cycle.

  • Russell Marketable Real Asset Fund

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

• Private real estate

  The objective of private core real estate investments is to provide stable and high levels of current income supported by strong property occupancy.

  • Russell Real Estate Equity Fund

    The Russell Real Estate Equity Fund (REEF) seeks to outperform the NCREIF Fund Index Open-End Diversified Core Equity Equal Weight (NFI-ODCE-EQ) plus 50 basis points over a full market cycle.

• Multi-asset funds

  The objective of multi-asset investments is to 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, global commodities and global real estate into one fund.

  • Russell Multi-Asset Core Fund

    The Russell Multi-Asset Core Fund (the "Fund") is a multi-asset portfolio designed to give defined benefit (DB) and defined contribution (DC) investors exposure to a broadly diversified portfolio of return seeking assets including global equities, real assets, and global fixed income. This fund uses a combination of existing RTC single asset class funds, separate accounts, and completion portfolios, including risk factor plugs.

Your goal as a DC plan sponsor is to help improve the financial security for the participants in your defined contribution plan. That's our mission, too. We're dedicated to helping you employ the best practices in plan design, investments and implementation. Our commitment to research compels us to look deeply into the most complex problems. And our unmatched experience providing governance and risk management insight informs every step we take as your fiduciary solutions provider. We have a deep understanding of what works, what doesn't and where to focus.

• Large cap - U.S. Equity

  U.S. large cap funds typically include 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.

  • Russell Large Cap Defensive Equity Fund

    The Russell Large Cap Defensive Equity Fund seeks to outperform the Russell 1000® Defensive Index®, while being less volatile than the large cap U.S. equity market (as measured by the standard deviation of returns of the Russell 1000® Index).

  • Russell Equity I Fund

    The Russell Equity I Fund seeks to outperform the Russell 1000® Index with above average consistency while taking risks consistent with its targeted tracking error.

  • Russell Large Cap U.S. Equity Fund

    The Russell Large Cap U.S. Equity Fund seeks to generate excess return over the Russell 1000® Index on an annualized basis over a full market cycle.

  • Russell Enhanced Index US Equity Fund

    The Russell Enhanced Index U.S. Equity Fund seeks to provide long-term capital growth by tracking stocks in the Russell 1000® Index, while aiming to modestly enhance those index returns. Excess return is sought through the use of stock index derivatives combined with active management of the underlying cash in short duration fixed income securities.

  • Russell 1000 Index Fund

    The Russell 1000® Index Fund seeks large cap U.S. equity returns by replicating the risk and return characteristics of the Russell 1000® Index with minimum tracking error. The Russell 1000® Index Fund helps investors implement a program that integrates passive components with Russell's actively managed funds.

• Small cap - U.S. Equity

  U.S. small cap funds typically include 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.

  • Russell Equity II Fund

    The Russell Equity II Fund seeks to outperform the Russell 2500® Index over a market cycle.

  • Russell Small Cap Fund

    The Russell Equity II Fund seeks to outperform the Russell 2500® Index over a market cycle.

• International & Global Equity

  A global fund includes the entire world of companies, while an international fund includes the entire world excluding the investor's home country.

  • Russell International Fund

    The Russell International Fund seeks to outperform the Russell Developed ex-US Large Cap Index Net over a full market cycle.

  • Russell International Fund with Active Currency

    The Russell International Fund with Active Currency combines investment in the Russell International Fund with an overlay of active currency strategies. The objective of the fund is to provide a favorable total return and additional diversification through investment in non-U.S. equity securities and active currency management. The risk and return potential of this fund is higher than the Russell International Fund, due to the addition of active currency management.

  • Russell International Index Fund

    The Russell International Index Fund seeks large cap, non-U.S. equity returns by replicating the risk and return characteristics of the MSCI EAFE Index (net) with minimum tracking error. The Russell International Index Fund helps investors implement a program that integrates passive components with Russell's actively managed funds.

  • Russell All International Markets Fund

    The Russell All International Markets Fund (AIM) seeks to outperform a blended benchmark (AIM Composite Index) comprised of 90 percent Russell Developed ex-US Large Cap Index Net and 10 percent Russell Emerging Markets Index Net, over a full market cycle.

  • Russell World Equity Fund

    The Russell World Equity Fund seeks to outperform the Russell Developed Large Cap Index Net* over a full market cycle.

  • Russell Emerging Markets Fund

    The Russell Emerging Markets Fund seeks to outperform the Russell Emerging Markets Index Net over a market cycle.

• Fixed Income

  Fixed income investments provide a return in the form of fixed periodic payments and the eventual return of principal at maturity.

  • Russell Short Term Investment Fund

    The Russell Short-Term Investment Fund seeks to provide the preservation of principal and the maintenance of liquidity.

  • Russell Inflation Protected Securities Fund

    The Russell Inflation Protected Securities Fund seeks to provide investors with protection from inflation exposure by investing in U.S. Treasury inflationprotected securities (TIPS) of varying maturities. By investing in a representative portion of the Barclays U.S. TIPS Index (Series-L), the fund seeks to replicate the risk and return characteristics of the index with minimum tracking error.

  • Russell Investment Contract Fund

    The Russell Investment Contract Fund seeks to maintain stability of principal while providing a competitive yield.

  • Russell Fixed Income II Fund

    The Russell Fixed Income II Fund seeks to outperform the BofAML US Treasuries 1-3 Yr Index over an interest rate cycle.

  • Russell Quantitative Bond Fund

    The Russell Quantitative Bond Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

  • Russell Fixed Income I Fund

    The Russell Fixed Income I Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

  • Russell Multi-Manager Bond Fund

    The Russell Multi-Manager Bond Fund seeks to outperform the Barclays U.S. Aggregate Bond Index over a market cycle.

• Real Asset

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

  • Russell Global Real Estate Securities Fund

    The Russell 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 with above-average consistency.

  • Russell Global Listed Infrastructure Fund

    The Russell Global Listed Infrastructure Fund seeks to outperform its benchmark with above-average consistency and with lower tracking error relative to other funds.

  • Russell Commodities Fund

    The Russell Commodities Fund seeks to provide exposure to the commodities markets and provide returns that outperform the Dow Jones - UBS Commodity Total Return Index.

  • Russell Real Asset Fund

    The Russell Real Asset Fund seeks to outperform a blended benchmark (Real Asset Composite Index) over a market cycle.

  • Russell Marketable Real Asset Fund

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

• Multi-Asset

  The objective of multi-asset investments is to 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, global commodities and global real estate into one fund.

  • Russell Multi-Asset Core Fund

    The Russell Multi-Asset Core Fund (the "Fund") is a multi-asset portfolio designed to give defined benefit (DB) and defined contribution (DC) investors exposure to a broadly diversified portfolio of return seeking assets including global equities, real assets, and global fixed income. This fund uses a combination of existing RTC single asset class funds, separate accounts, and completion portfolios, including risk factor plugs.

• Russell Target Risk Funds

  Russell Balanced Funds offer premixed portfolios with fixed allocations, designed to simplify the asset allocation process for investors. By combining Russell funds into portfolios with various levels of risk and return, Russell Balanced Funds offer an efficient approach to investing. Each balanced strategy is designed to help investors reach their goals by seeking long-term, consistent performance.

  • Russell Balanced Funds

    Russell Balanced Funds offer premixed portfolios with fixed allocations, designed to simplify the asset allocation process for investors. By combining Russell funds into portfolios with various levels of risk and return, Russell Balanced Funds offer an efficient approach to investing. Each balanced strategy is designed to help investors reach their goals by seeking long-term, consistent performance.

  • Russell Conservative Balanced Funds

    The Russell Conservative Balanced Fund seeks favorable returns by offering a conservative investor a well-diversified portfolio that invests in U.S. and non-U.S. equities, bonds, global infrastructure, global commodities and global real estate.

  • Russell Global Balanced Funds

    The Russell Global Balanced Fund seeks favorable returns by offering a moderate investor a well-diversified portfolio that invests in U.S. and non-U.S. equities, bonds, global infrastructure, global commodities and global real estate.

  • Russell Aggressive Balanced Funds

    The Russell Aggressive Balanced Fund seeks favorable returns by offering an aggressive investor a well-diversified portfolio that invests in U.S. and non-U.S. equities, bonds, global infrastructure, global commodities and global real estate.

• Russell Target Date Funds

  Russell Target Date Funds offer premixed portfolios designed to simplify the asset allocation process for investors. Investors typically choose the target date fund with the year in the fund name that is closest to the year they plan to retire (assumes retirement at age 65). The funds approach to blending active and passive funds provides investors with a cost-effective approach to portfolio diversification. The funds employ active management strategies in the asset classes where we see the greatest potential for excess returns over passive benchmarks. In asset classes with highly competitive pricing and market-like returns, we employ passive strategies. Target date funds are designed to help investors reach their goals by seeking long-term, consistent performance. Russell Target Date Fund allocations align with U.S. Department of Labor Qualified Default Investment Alternatives requirements for defined contribution plans.

  • Russell Retirement Fund

    The Russell Retirement Fund seeks to provide participants who have retired with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2020 Strategy Fund

    The Russell 2020 Strategy Fund seeks to provide participants planning to retire between 2018 and 2022 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2025 Strategy Fund

    The Russell 2025 Strategy Fund seeks to provide participants planning to retire between a well-diversified portfolio of global equity, real assets them achieve their retirement income objectives.

  • Russell 2030 Strategy Fund

    The Russell 2030 Strategy Fund seeks to provide participants planning to retire between 2028 and 2032 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2035 Strategy Fund

    The Russell 2035 Strategy Fund seeks to provide participants planning to retire between 2033 and 2037 with a well-diversified portfolio of stocks, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2040 Strategy Fund

    The Russell 2040 Strategy Fund seeks to provide participants planning to retire between 2038 and 2042 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2045 Strategy Fund

    The Russell 2045 Strategy Fund seeks to provide participants planning to retire between 2043 and 2047 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2050 Strategy Fund

    The Russell 2050 Strategy Fund seeks to provide participants planning to retire between 2048 and 2052 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2055 Strategy Fund

    The Russell 2055 Strategy Fund seeks to provide participants planning to retire between 2053 and 2057 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

  • Russell 2060 Strategy Fund

    The Russell 2060 Strategy Fund seeks to provide participants planning to retire between 2058 and 2062 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.

Russell offers a variety of investment strategies for non-profit organizations, which includes traditional return seeking and diversifying asset classes such as large and small cap equity, U.S., Non-U.S., and Global Equity, and Fixed Income. Additionally, we offer strategies for investors interested in alternative investments, including private real estate, private capital, marketable real assets, and hedge funds.

To discuss the full list of the strategies available to qualified non-profit investors, please call Eric Macy at 866-687-1216 or Email Eric. A partial list of strategies available to non-profit investors can be found here.