Russell Group

The Russell Group offers investment planning services and diversified portfolios to individual and institutional investors in more than 30 countries.

Russell serves approximately 600 organizations and thousands of individuals through its investment management business. Founded in 1936, Russell pioneered the field of investment consulting by focusing on investment management rather than investment products. Russell also maintains 21 U.S. stock indexes, including the widely used Russell 2000.

Russell Strategic Allocation Strategy

This is a strategic asset allocation strategy that uses a long-term approach to investing that mixes fundamental asset classes into a target portfolio. Because the Russell portfolios are constructed for long-term investors, short- and intermediate-term conditions are not a dominant factor in determining the allocations. The Russell portfolios are rebalanced on a semi-annual basis (typically March and September) to maintain the original balance

Investment Philosophy and Approach

The Russell investment philosophy is rooted in the belief that financial markets reward knowledgeable, disciplined investors. Based on a philosophy that over a long period of time active managers can add value, Russell selects teams of money managers to help meet clients' investment goals. Russell aims to reduce risk and provide benchmark-beating returns both collectively and over time. Russell diversifies its portfolios at three levels.

Multi Asset — Each of the major fields of investment can be included in a portfolio.
Multi Style — Russell portfolios have representative managers from each style category. No matter which style is in favor at a time, this blending of styles can help reduce risk and work toward more consistent returns.
Multi Manager — Within manager styles, Russell uses a manager-of-managers approach, selecting and monitoring some of the most talented money managers in the world.

Who may be suited for this strategy?

This approach should appeal to investors who:

Have long-term financial goals and hope to benefit from long-term market growth
Are interested in the Russell multi-manager approach
Want to select and maintain a relatively stable asset allocation approach