Advisors say their top challenges in serving clients near or in retirement are “setting reasonable spending expectations” (52 percent), “maintaining sustainable plans” (44 percent), and “determining sustainable spending policy” (33 percent), according to the Financial Professional Outlook (FPO) , a quarterly survey of U.S. financial advisors from global asset manager Russell Investments.
November 12, 2014
Ingham Retirement Group re-enrolls its DC plan participants into Russell Adaptive Retirement Accounts
Plan sponsor Ingham Retirement Group has re-enrolled its employees into Russell Adaptive Retirement Accounts developed by global asset manager Russell Investments. Russell Adaptive Retirement Accounts use the Russell Adaptive Investing™ methodology to create customized retirement portfolios from a defined contribution (DC) plan’s existing investment menu.
October 20, 2014
Russell Investments’ strategists issue quarterly global outlook: Aging bull market offers slim pickings
Russell Investments released its Strategists’ 2014 Global Outlook – Fourth Quarter Update today, reflecting the most recent guidance from Russell's global team of investment strategists.
September 3, 2014
Russell Investments makes strategic investment in NextCapital
Global asset manager Russell Investments is one of the lead investors in a $6 million strategic investment in NextCapital (formerly Business Logic), a Chicago-based digital adviser and the technology provider behind the delivery of the Russell Adaptive Investing™ methodology to individual participants in defined contribution (DC) plans.
July 21, 2014
Russell Investments Strategists’ Outlook: The “great re-moderation” defines mid-year 2014 global market
Russell Investments released today its Strategists’ 2014 Global Outlook – Third Quarter Update, which provides the most recent guidance for the firm’s multi-asset portfolios and services from Russell’s global team of investment strategists.
June 27, 2014
Russell completes 2014 index reconstitution, celebrating 30 years of indexes
At the close of the U.S. markets today, Russell Investments completed its annual index reconstitution, the complete realignment of its family of global equity market indexes to reflect market changes in the past year.
June 26, 2014
Proposed acquisition of Frank Russell Company and fully underwritten rights issue
London Stock Exchange Group plc announces the proposed acquisition of the entire issued share capital of Frank Russell Company from Northwestern Mutual and other minority shareholders of Russell.
June 13, 2014
Russell announces preliminary lists of U.S. and global index additions for its annual reconstitution and celebrates 30 years of index innovation
Indexes reach new record highs as global equity markets expand, while Russell's U.S. core and style indexes highlight shift in U.S. equity market leadership to large-cap value-oriented stocks.
May 12, 2014
New Russell handbook advocates imperative DC plan best practices
A Defined Contribution Retirement Plan Handbook gives practical advice for plan sponsors about how to create "best in class" plans aimed at improving retirement outcomes for participants, while also meeting fiduciary obligations amid a rapidly changing environment.
May 1, 2014
Russell introduces new High Efficiency Factor Index (HEFI) Series
Russell Investments today announces the new Russell High Efficiency™ Factor Index (HEFI) Series, a set of comprehensive index tools designed to help institutional investors effectively manage factor exposures in investment portfolios.
April 30, 2014
Russell Investments and Russell Wilson team up to donate $75k for Seattle-area charities
"Invested with Russell" program supports JDRF, City Year and Treehouse to benefit youth in need. Charitable program to continue in 2014 season with $3,000 donated by Russell Investments for every Seahawks touchdown that Russell Wilson scores during the regular and post-season.
April 29, 2014
Russell survey: Advisors say tax-aware investment strategies not top-of-mind for investors, despite their strong desire for lower taxes
Only 18 percent of advisors say that clients proactively want to discuss tax implications of investment strategies, according to the Financial Professional Outlook (FPO), a quarterly survey of U.S. financial advisors from global asset manager Russell Investments.
April 28, 2014
Russell survey finds institutional investor smart beta adoption, drivers underpin latest step in evolution of investment management
Asset owners may debate what to call alternatively weighted or factor-based indexes, but adoption among the largest institutional investors is clearly strong, growing and broad-based according to Russell Investments.
April 16, 2014
Russell Investments Strategists’ Outlook - Second Quarter Update: Economies thaw from a cold winter and valuations heat up
We expect the next few months will reveal moderately stronger growth in the U.S., a Japanese economy that proves resilient to the consumption tax hike, and a Chinese economy that begins to stabilize.
March 25, 2014
Russell Investments conducts inaugural small cap summit as Russell 2000® Index approaches thirtieth anniversary
Global asset manager assembles team of small cap experts to analyze and discuss the current state of the U.S. small cap market.
March 4, 2014
Russell's annual index reconstitution process to reclassify Egypt from Emerging Market to Frontier status
Change announced as firm unveils 2014 reconstitution schedule.
March 3, 2014
Improved funded status transforms outlook for biggest U.S. corporate pension plans in 2014
Rising assets and falling liabilities pave way for large asset allocation changes for $20 billion club members in 2014, according to new Russell Investments research.
February 12, 2014
Majority of women investors would stay with financial advisor upon death of a spouse or partner, according to Russell Investments study
Advisors can do more to engage women investors in long-term financial planning conversations; possible benefits include increased client satisfaction, consolidated assets and new referrals.
January 14, 2014
Russell Investments makes strategic asset allocation changes across several Russell LifePoints® Funds and Russell Model Strategies
Effective in January, several multi-asset portfolio reallocations will be made to reflect Russell's research and capital market forecasts.
January 8, 2014
Russell Investments increases donation to $3K for each postseason touchdown Seahawks quarterback Russell Wilson scores
"Invested with Russell" program to build on $54,000 regular season donation.