In simplest terms, multi-asset investing is the process of gaining exposure to a globally diverse mix of asset classes and styles in a single investment portfolio. Multi-asset investing may combine traditional securities, such as equities and bonds, with non-traditional approaches, such as alternative investments.
The term, multi-asset, is relatively new to most companies. So the definitions vary widely. It is vital that investors carefully compare offerings. Some firms define multi-asset simply by the number of asset classes in a portfolio. Others by the types of asset classes, saying that alternatives, such as private equity and hedge funds, are a must. Still others might align multi-asset with fund-of-fund portfolios, or combinations of short-term and long-term approaches. Of course, all types of investments have their own inherent risks and risk levels of asset classes vary. Multi-asset investing does not assure a profit or protect against loss.
We believe you may achieve your highest likelihood of reaching your goals when you take a total-portfolio approach to investing. And we think there’s a definable list of capabilities required to help manage total portfolios successfully:
“At Russell, our focus is on the financial security of our clients, so we manage money to help our clients reach their desired outcomes. We take an open architecture view designed to build portfolios with the best strategies possible. And we take a tailored approach for many of our most demanding investors.
Let's face it, whether you're in institutional investor, a financial advisor, or someone saving for retirement, reaching your desired outcomes requires a series of decisions. Decisions that depend on the right expertise.
So at Russell, we've developed top-tier investment capabilities to provide solid answers at each one of those decision points. Our system is dynamic to continuously respond to changes in market conditions and client needs.
Our methods are time-tested with years of multi asset, multi manager expertise and a history of proven innovation. And no matter what kind of investor you are, we direct this total portfolio approach towards your unique needs and goals.
Working together, it's what we do at Russell because we believe a total portfolio view gives our clients the highest likelihood of achieving financial security and that is always our focus.”