VALUE OF AN
ADVISOR

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2022 | A NEW HORIZON FOR THE VALUE OF YOUR ADVICE


Four ways you create value: A+B+C+T.

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.

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BUSINESS SOLUTIONS

We can help you transform and grow your business by focusing on what matters to your clients.

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OUR 1099 GUIDE SHOWS WHAT'S UNDER THE HOOD OF INVESTMENT TAX FORMS.

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1099 Guide example   Active tax-managed advantage

Tax Impact

Show your clients what they earn versus what they keep. See the tax drag of investment products instantly.

Try our tool  2021 actual capital gains distributions for our funds

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.

How we manage taxes

Blog post collection

Explore the many blog posts our experts have written on the tax-management topic.

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Our tax-managed products

Find one of our many tax-managed products that will work for your business.

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 2022
Global
Market
Outlook
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2022
Global
Market
Outlook

Dented, not derailed

Russia/Ukraine adds to near-term growth risks for the global economy and will keep inflation high for longer. Uncertainty is high, but equity markets are oversold and should recover if tensions ease in coming months.

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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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We are a leading global investment solutions partner, dedicated to improving people's financial security.

Our people

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Our clients

We proudly serve some of the world's most iconic investors.

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Awards

Take a look at the global recognition for excellence we've received.

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Insights

Up-to-date with insights from our experts on global markets and trends.

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Diversity

We proudly support equality and diversity in the workplace.


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Corporate responsibility

We embody a strong commitment to exceptional standards of corporate responsibility.

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Compliance with U.S. Executive Order 13959

On June 3, 2021 President Biden signed an Executive Order to further address the ongoing national emergency declared in E.O. 13959 “Addressing the Threat from Securities Investments that Finance Certain Companies of the People's Republic of China” and related FAQs. The E.O. addresses the threat posed by the military-industrial complex of the People's Republic of China (PRC) and its involvement in military, intelligence, and security research and development programs, and weapons and related equipment production under the PRC's Military-Civil Fusion strategy. The E.O of June 3, 2021 amends E.O 13959 and restricts the purchase or sale of any publicly traded securities, or any publicly traded securities that are derivative of such securities or are designed to provide investment exposure to such securities, of any person listed in the Annex to the order. We have taken steps as required to comply with the Order to the best of our knowledge and belief. We continue to monitor this matter to assess any potential impact or actions needed, as facts and circumstances continue to evolve.