Fiduciary solutions 
  
Client service 
  
Research and commentary 
  
About Russell 
  
Contact us 
Russell Investments   Institutional home   Contact us   Newsroom   Careers     

Institutional investors

 
Russell Investments Home



Fiduciary solutions
Real solutions. Better approach.

Contact Joe


It's not just about manager selection and a 60/40 allocation any more.
A holistic approach is the key to success today.



Today's ongoing market volatility and market complexity demands a dynamic approach to managing your investment assets. The days of quarterly meetings are over. Investments need to be monitored daily to look at opportunities that may not be here in a month. Our holistic asset management approach starts with an understanding of your organization's current situation — what's your current funding status? Is your plan open, closed or frozen? How are your liabilities affecting your corporate balance sheet or your ability to accomplish your mission?


There's no "one size fits all approach" when it comes to setting the course for your organization's investment program. Your risk appetite, your ability to make contributions, and many other aspects of your unique situation come into play. It's only after we have a complete understanding of your objectives and program status that we craft a highly-customized, integrated strategy to provide a clearly defined plan.


From here, we take action — providing professional guidance and management of your entire investment portfolio. Depending upon the size of your organization, we will shape a program that either provides the diversification benefits of our multi-manager funds or offer the customization of separate accounts with a dedicated Russell portfolio manager advising your team every step of the way. Regardless of the asset size, you can rest assured all of our comprehensive investment strategies integrate our real-time implementation processes. Our innovation tools and dynamic techniques, such as overlays and portfolio tilts, are enacted to help capture the potential upside benefit of a new strategy or to help take risk off the table.

 

What makes us the ultimate choice:

  • Your needs will come before ours,
  • We will focus on your total portfolio performance – not just the assets side of the equation,
  • We will share 40 years of consulting experience with you and your team,
  • You will learn from our experiences working with some of the world's most sophisticated investors,
  • There are about 1,750 Russell professionals located all over the world working hard on investment problems like yours,
  • We'll take care of all the plan administration details so you can focus on your core business,
  • You can expect a competitive price from us


Related information

View our representative client list

Non-profit organizations - Further your mission. Empower your investments. (PDF)



Research: Investment outsourcing means insourcing
pension management best practices
(PDF)

 

 

 





To learn more about what our fiduciary solutions can do for you, please contact Joe:

 

Joseph Gelly

Joe Gelly

Managing Director, Fiduciary Solutions
866-687-1216






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.

USI-12286-01-13


WWW.RUSSELL.COM     INDIVIDUAL INVESTORS     FINANCIAL PROFESSIONALS     INDEXES     SITE MAP

© Russell Investments 2012. All rights reserved.
Legal Information.    Privacy Statement.    Disclosures.

Products and services described on this website are intended for United States residents only. 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 on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell's Worldwide site.