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What are advisors thinking?

Posted: March 21, 2013

Find out how your thoughts on your practice and your clients compare to those of other advisors.

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This quarter, Russell collected the opinions of 479 financial advisors working for 115 national, regional and independent advisory firms nationwide on topics like market sentiment, advisor/investor conversations and investor behavior as it relates to advisor guidance and investment policy.

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The information contained herein has been obtained from sources that we believe to be reliable, but its accuracy and completeness cannot be guaranteed. The information, analysis, and opinions expressed herein result from surveys of persons outside Russell Investments and may not represent the opinion of Russell Investments, its affiliates, or subsidiaries. This report is provided for general information only and is not intended to provide specific advice or recommendations for any individual or entity.

This is not an offer, solicitation, or recommendation to purchase any security or the services of any organization.

Russell 1000® Index: measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell 3000® Index and includes approximately 1000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 represents approximately 92% of the U.S. market.

Russell 3000® Index: Index measures the performance of the largest 3000 U.S. companies representing approximately 98% of the investable U.S. equity market.

Indexes and/or benchmarks are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

Russell Global excluding US Index: Index measures the performance of the world's largest investable securities, based on market capitalization, excluding securities in the Russell 3000®. The index includes approximately 7,000 securities and covers 61% of the investable global market.

Please note, advisors surveyed do not necessarily use Russell products.

Russell Financial Professional Outlook is a product of Russell Investments, produced independently of Russell investment and manager research services.

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Performance quoted represents past performance and should not be viewed as a representation of future results.

Russell Investment Group, a Washington USA corporation, operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

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First used March 2010
Revised March 2013
RFS 10408