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Russell Model Portfolio
Portfolio strategy for return-seeking investors
The Russell Model Portfolio is designed to provide a structure for return-seeking plans. Here's a general example:
Moving beyond traditional equity and fixed income
The Russell Model Portfolio relies less on traditional equity and fixed income markets for its return and more on other sources, including:
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- Alternative investments, such as real estate and private equity
- Opportunistic investments characterized as "go generate return wherever you can find it" strategies
- Active management
- Portable alpha
- Portfolio engineering techniques such as 120/20 (long/short) investing.
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To learn more, view the 12 Insights Behind the Russell Model Portfolio.
Recommendations plus flexibility
We provide recommendations for target asset allocation. But the Russell Model Portfolio is flexible—you choose the underlying investments that make sense for your organization.
Investment programs tied to your objectives
The Russell Model Portfolio is one tool that helps us create investment programs tied to your investment objectives. We also offer:
Contact us to learn more about the Russell Model Portfolio and our other solutions for your organization:
Please remember that all investments carry some level of risk, including the potential loss of
principal invested. They do not typically grow at an even rate of return and may experience
negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase
return could, at certain times, unintentionally reduce returns.
Diversification and strategic asset allocation do not assure profit or protect against loss in
declining markets.
Stock/Equity investors should carefully consider risks such as market risk when investing. There
are no guarantees when it comes to individual stocks. Any stock may go bankrupt, in which case
your investment may be worth nothing.
Bond investors should carefully consider risks such as interest rate risk, credit risk, securities
lending, repurchase and reverse repurchase transaction risk. Greater risk is inherent in portfolios
that invest primarily in high yield bonds. They are subject to additional risks, such as limited
liquidity and increased volatility.
In general, alternative investments involve a high degree of risk, including potential loss of
principal; can be highly illiquid and can charge higher fees than other investments. Hedge
strategies and private equity investments are not subject to the same regulatory requirements as
registered investment products. Hedge strategies often engage in leveraging and other
speculative investment practices that may increase the risk of investment loss.
Specific sector investing can be subject to different and greater risks than more diversified
investments.
The strategies listed above represent general investment options and are not meant to represent any actual investment.
USIRC2869
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