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Client reporting
Your client report will be as unique as your relationship is with us and we make them available to you any time, day or night, via our online client tools:Investment management
As a client invested in our funds, you receive a personalized quarterly investment strategy report containing detailed information on how your portfolio is working for you to meet your organization's investment strategy.
Consulting
Our quarterly consulting client universe report compares your portfolio and its returns to corresponding data from our other clients. We also have manager evaluation reports, which rank your current managers and provides your team with detailed research on managers of interest.
Commission recapture
Every commission recapture client receives a detailed report summarizing the activities for each account, the amount of savings by manager, and the payment details.
Transition management
With all transitions, we provide a pre-transition analysis report where we estimate the implementation shortfall and a range of outcomes for you. Our T Standard-compliant estimates include all expected costs. We also provide a post-transition report where we provide you with a comprehensive written summary with transition performance, risk reduction analysis, transition matrix and transaction cost summary.
Overlay services
We provide an asset summary and performance detail report. The asset summary report provides details on physical exposures, futures exposures and policy weights of each of your portfolios. The monthly performance detail report includes portfolio gain/loss, average cash and market values, portfolio return, and deviation from benchmark return.
Foreign exchange
Depending on your needs, we will provide monthly or quarterly reports that detail our trading performance and identify each trade within the performance period. Another report describes our currency overlay performance and related statistics.
For more information on what we can do for you, contact Bill or Gerry:
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.
USIRC2869
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