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Russell Enhanced Asset Allocation
A disciplined and strategic response to market conditions

When financial markets shift, how does your portfolio respond?

Investments should be built around a strategic and long-term approach. However, as markets fluctuate and risks and opportunities ebb and flow—sometimes dramatically—it makes sense to consider them when setting your asset allocation policy.


Russell Enhanced Asset Allocation helps investors to:

 
  • Identify significant, unsustainable movements in financial markets
  • Outline a path to potentially increase returns
  • Manage risks and liquidity
  • Maintain focus on overall strategic asset allocation

By working holistically, we'll aggressively look for return opportunities, while maintaining portfolio discipline.


Our Enhanced Asset Allocation is designed to work within a total portfolio management approach.




Contact James or Gerry to learn more about Russell Enhanced Asset Allocation and our other solutions for your organization:


  West Coast   East Coast
James Barrett
James Barrett
Managing Director
866-926-5934
Gerry Lillis
Gerry Lillis
Director
866-459-4128







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.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

USI-5055-09-11
 

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West Coast contact

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Available article
Research conducted by Steve Fox, Ph.D., Director - Forecasting and Erik Ristuben, Chief Investment Officer, North America, provides insight to our enhanced asset allocation philosophy.

Request the article
 

Related information
Read the press release
Liability-responsive asset allocation


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