Institutional investors

Non-profit organizations   HELPING YOU ALIGN YOUR INVESTMENT PROGRAM WITH YOUR MISSION For more than 30 years Russell has provided investment advice and management services to non-profit organizations. Our collaborative experience with clients gives us a solid understanding of, and appreciation for the challenges you face in balancing your public interest activities with the preservation and distribution of assets. Heather Myers is featured in a podcast from February 17, 2012 on Foundation & Endowment Intelligence on inflationary expectations and inflation hedging strategies as they pertain to non-profits. The podcast was taped following Heather's appearance at the NACUBO 2012 Endowment Management Forum, where she spoke at a session entitled "Inflation: How Do We Best Respond." View Podcast »   We offer a wide range of services and products: Investment solutions Our influence over large pools of capital provides access to some of the best money managers in the world and ensures that we have the information we need to thoroughly evaluate a manager's people, processes and performance. We blend high-ranked managers with complementary styles into competitively priced, broadly diversified portfolios. Our traditional fixed income and equity offerings include a variety of institutional funds. We can also review managers' business, operational and compliance risks. Alternative investments If you are looking for broader portfolio diversification, we also offer real estate, private equity and infrastructure investments. Administration services Our program administration team can help you manage complex and time-consuming accounting and administrative tasks, including transaction processing, cash management, securities gift processing, and donor recordkeeping services. Investment services To help with manager transitions, overlay services, currency management and commission recapture. View our available research for non-profit organizations: The case for tactical trading for nonprofits (PDF) By Mark Raskopf, CFA and Darren Spencer Non-profit spending rules (PDF) By Steve Murray, Ph.D., CFA Elements of a clearly defined investment policy statement for nonprofits (PDF) By Greg Coffey, CFA Investment outsourcing means insourcing investment management best practices (PDF) By Heather Myers and Joseph Gelly Endowments, foundations and the inflation challenge By Steve Murray, Ph.D., CFA and Leola Ross, Ph.D. Are 5% distributions an achievable hurdle for foundations? Were they ever? By Steve Murray, Ph.D., CFA Responsible Investment: Five Tests of an SRI/ESG Policy (PDF) By Bob Collie, FIA and Heather Myers For more information about our solutions for non-profit organizations contact: West Coast East Coast Joe Mulford Director, Non-profits 866-572-7492 Crissie Fortmeyer Director, Non-profits 866-616-8927 USI-12533 Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.