Four ugly truths you need to know before capital gains season arrives
Helping advisors with:
INVESTMENT SOLUTIONS
Globally, we work to source investment ideas to help deliver real value, manage risk and gain new sources of return.
BUSINESS SOLUTIONS
We can help you transform and grow your business by focusing on what matters to your clients.
Advisor resources for navigating uncertain times
Client reviews
Conducting effective client reviews is especially important during periods of market uncertainty.
Client conversations
Consider these best practices and resources to navigate the current environment toward deeper relationships with your clients.
Staying invested
We’re here to help you and your investors navigate through market volatility and focus on the long term.
Opportunity
Use market volatility to lower—possibly even eliminate—a client's tax bill.
Tax-managed investing
Because it's not what you earn that counts, it's what you keep
Crash course on tax-management
Read up on Russell Investments' approach to tax-managed investing.
Blog post collection
Explore the many blog posts our experts have written on the tax-management topic.
Our tax-managed products
Find one of our many tax-managed products that will work for your business.
Recent blog posts
Hear from our experts on the issues our clients care about
Global Market Outlook
Q3 update: The Great Reopening
Markets have rallied on hopes for an economic recovery as coronavirus-imposed lockdowns are eased across the globe. The rebound has been helped by oversold investor sentiment, but with sentiment back to neutral, so too is our strategists' market outlook.
Recognition
We rise to the call of serving our clients.
Thought Leadership / Education – 2019 Value of an Advisor Study1
Excellence and innovation in wholesaling practices2.
1Russell Investments won 2019 MMI/Barron’s Industry Award for Thought Leadership/Education honoring new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions. For additional details on the 2019 MMI/Barron’s Industry Awards including how nominations are evaluated, please refer to: https://www.mminst.org/2019-mmibarron%E2%80%99s-industry-awards-nomination-guidelines-and-frequently-asked-questions
2Source: MMIBarron's: Russell Investments was named as the winner of 2018 MMI/Barron’s Industry Award for Field Sales Distribution – honoring firms that exemplify excellence and innovation in wholesaling practices.
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Insights
Up-to-date with insights from our experts on global markets and trends.
Corporate responsibility
We embody a strong commitment to exceptional standards of corporate responsibility.