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Q&A: Russell strategic review
Helping DB plans manage volatility and risks

Given the volatility created by recent pension regulation and accounting changes, effective management of DB plan risks, within the context of organizational risk management processes, is more critical than ever. How can Russell help clients cope with these new requirements?

We have been helping DB plan sponsors make sense of their financial challenges for decades. It's not surprising that many institutions are turning to us for strategic advice during the current period of rapid change.

Russell Strategic Review is designed to help plan sponsors set customized asset-allocation and funding strategies that best meet their objectives and manage key risk factors. It leverages analytical tools and sophisticated asset/liability modeling processes to facilitate ongoing, strategic conversations with Russell professionals—conversations designed to help clients work through tough decisions.

A consultative three-step process...


After the initial review process is completed, we continue to work with you, monitoring the results of strategy changes to ensure objectives are being met.

Is Russell Strategic Review available for clients with frozen plans?
Absolutely. The decision to freeze a plan is just the start of a long process. Your investment strategy needs to evolve over time, moving away from a return-seeking approach to a liability-matching approach. Russell's Strategic Review consultative process can help you monitor this process and make adjustments to your investment strategy as needed.





Contact James or Gerry today to see how our world-class strategic advice and investment solutions can help your organization:


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






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Related information
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