Institutional investors

Investment framework Russell Model Portfolio framework provides strategies for return-seeking investors The Russell Model Portfolio is an investment framework that provides a flexible structure for investors. 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:   Public equities Marketable "real" assets, including commodities, REITs and infrastructure Fixed income Private investments, including equity, real estate and infrastructure Alpha-driven strategies, where primary value is associated with implementation methodology 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:   Asset allocation process Liability-driven investing Investment solutions Online client tools Contact us to learn more about the Russell Model Portfolio and our other solutions for your organization:   West Coast   East Coast James Barrett Managing Director 866-926-5934 Gerry Lillis Director 866-459-4128 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, credit, repurchase and reverse repurchase transaction risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield ("junk") bonds or mortgage backed securities, especially mortgage backed securities with exposure to sub-prime mortgages. 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. USI-3459			Contact us West Coast contact James Barrett Managing Director 866-926-5934 East Coast contact Gerry Lillis Director 866-459-4128   Related information Liability driven investing Printer friendly version of this page