Russell Separate Accounts
Tax-efficiency and customization in a single brokerage account
Russell Separate Accounts enable affluent investors to leverage strategic tax management at the core of their portfolio.
When you work with your financial advisor to invest in Russell Separate Accounts, you gain access to an experienced mix of institutional money managers within a single, simple-to-follow brokerage account mapped to your long-term objectives.
An uncommon level of access
Beyond the traditional customization and tax-efficiency benefits of separate accounts, Russell Separate Accounts incorporate in-depth manager research to select some of the world's best institutional investment managers.
Whereas other separate account products offer investors a selection of managers typically filtered based on brand name and recent performance, Russell Separate Accounts go beyond delivering a "recommended" list to package complementary managers intentionally chosen to provide broad coverage of specific asset classes.
Objective manager oversight
Russell's objective approach to evaluating and selecting money managers is designed to be clear and uncompromised at all times. Selected money managers are not Russell employees. They are hired and replaced as appropriate to create optimal manager combinations in pursuit of a particular investment's objective.
With Russell Separate Accounts, you get:
- Money managers who have made it through Russell's rigorous research filter
Broad Cap Mix
Large Cap Mix
Large Cap Growth Mix
Large Cap Value Mix
Small Cap Mix
- Direct security ownership
- Ability to transfer securities in-kind
- Individual security reporting
- Tax efficiency (loss harvesting, wash sale management)
- Customization/restrictions (work around concentrated positions or personal preferences)
- A packaged solution to quality portfolio construction
Five Russell Separate Accounts
- Broad Cap, Large Cap, Small Cap, Large Cap Growth, Large Cap Value
- 2 to 6 managers per account
- Minimum investments from $300,000 to $750,000
Implementing Separate Accounts within
Russell Unified Managed Accounts
Russell Unified Managed Accounts (UMA) represent strategically allocated portfolios designed to address your needs in terms of investment style and diversification. The UMA utilizes a distinct overlay portfolio manager, and may enable better implementation of your overall investment solution by coordinating the investment activity across multiple products.
All you need to do is work with your financial professional to choose the most appropriate option based on your investment objectives.
This illustration demonstrates how the Russell Separate Accounts Large Cap Mix and its four specialist money managers are combined with six Russell Mutual Funds to create a Unified Managed Account.
Two series of Russell Unified Managed Accounts
- Asset-allocated combinations of separate accounts and mutual funds addressing your core investment needs
- Transactions and account activity managed tax-efficiently within a single brokerage account by the overlay portfolio manager
Consult your financial advisor or contact Russell today at
866-676-7680 for a referral to one in your area.
Submit this request form to find financial advisors in your area who are familiar with Russell.
Mutual funds used as part of the the Unified Managed Accounts have
Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.
Copyright © Russell Investments 2012. All rights reserved.
Russell Separate Accounts is a product of Russell Investment Management Company (RIMCo). RIMCo provides no investment management services. The implementation of Russell Separate Accounts in investors’ portfolios and related investment advice are provided through investment advisers and other financial intermediaries that are independent of RIMCo and its affiliates. Investment in one or more mixes is not a complete investment program.
An investment in any one or more of the Russell Separate Accounts does not comprise a complete investment program.
Russell Unified Managed Accounts is a product of Russell Investment Management Company (RIMCo). RIMCo provides no investment management services. The implementation of Russell Unified Managed Accounts in investors' portfolios and related investment advice are provided through investment advisers and other financial intermediaries that are independent of RIMCo and its affiliates.
The investor's returns in a Russell Separate Account or Russell Unified Managed Account will be reduced by the investment advisory fees and by any other management expenses the investor's account(s) may incur. See your investment advisor for a Disclosure Brochure with specific information about advisory fees that you would incur.
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.
Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets.Please remember that all investments carry some level of risk including the potential loss of principal invested.
There are no assurances that the objectives stated in this material will be met.
First used: July 2009
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