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Institutional research

Fiduciary Matters Blog Russell's Communique Newsletter Investment Handbooks for Fiduciaries


The date debate revisited

Russell coined the term "date debate" to describe whether glide paths should be "to" or "through". And evidence continues to support a flat glide path in retirement.

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Total portfolio management

This paper explains Russell's TPM approach that intelligently combines actvie management, passive management and smart beta strategies.

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DC retirement income solutions

This paper discusses the divide among plan sponsors' viewpoints on DC retirement income solutions, unique plan sponsors' perspectives, and methods to starting the conversation.

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Statistical factors and asset class substitutes in the global investment universe—Parts 1 and 2

These Russell Research papers examine the questions of constructing an efficient, diverse portfolio, the returns of the global investment universe, and the asset category behaviors of statistical factors.

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Hedge long first—An alternative approach to LDI

Hedge long first pays more attention to some liabilities than to others. Specifically, it concentrates on the longest-dated liablity cash flows. To illustrate the impact of this approach, our research contrasts it to an LDI approach which places equal weight on all liability cash flows, and which we will refer to as "liability-weighted" LDI.

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How would Russell do it?

How would Russell do it?

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The Tax Attack: Will the benefits of 401(k) plans survive?

The Tax Attack: Will the benefits of 401(k) plans survive?

A discussion of various government proposals aimed at raising revenue by changing tax treatment for DC participant contributions to employer-sponsored retirement plans.