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Russell. It's about time
When it comes to your business, are you spending time? Or investing it?
Want to focus on your clients? Our time-tested money manager research and intelligent portfolio design can help.
Right now you may be using a variety of tools and processes to evaluate mutual funds and money managers, trying to find the best fit for asset class, style and capitalization categories.
And for many reasons, you may need to repeat the process:
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- When a particular fund closes to new investors
- When a manager or critical analyst leaves
- When performance lags long-term expectations
- When a manager or fund drifts from its stated style or approach
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On top of these fund and manager research tasks, you still need to communicate to your clients why you recommend switching funds (which may have taxable consequences) and different expense charges.
When you're performing these investment-centered tasks, you're spending time on non-revenue-generating activity.
Invest your time instead. Perform client-centered tasks that demonstrate value-added services and attention to your client base. Provide the proactive planning and trusted advice that's more valued than fund-specific details and investment minutiae.
Treat client service as a revenue-generating opportunity rather than a cost—which investment research is. It may bring a new perspective that allows you to grow your business by gaining attention for distinguished service.
Client-centered advisors who invest time with clients may be able to build business quickly and better demonstrate their value to satisfy clients in down markets. That's when investment-focused advisors, spending time trying to find bright spots, are only evaluated by performance. In that down market, they'll struggle to demonstrate value.
Trust our manager research and portfolio construction. And you can take the first step toward being a client-centered advisor.
Add Russell's strength to your team
Get started with Russell
Interesting in working with Russell to help you build a more valuable business? Complete this form to help our team understand your specific needs.
When you trust us to evaluate, select, monitor and replace money managers within a complete portfolio framework, you take advantage of our globally renowned strength. Our core competency has been tested by some of the most demanding institutional investors in the world for nearly 40 years. It's supported by a research and implementation team of nearly 500 experts around the globe.
While we manage market-based risk within a diversified set of funds and Model Strategies, you're free to manage client-based risk, navigating your clients around common pitfalls that can threaten their financial security.
Build your business with the Russell difference
Some of the world's most demanding institutional investors have trusted our diversified approach for decades. This same approach, packaged as retirement-focused investments for individual investors, can help you strengthen your business.
You can build your business by using our diversified investment options which blend some of the world's top investment managers into complementary mixes. While this diversification doesn't assure profit or protect against loss in declining markets, the specialties of these managers work in synch to pursue above-average long-term returns. This proprietary process can reduce the total risk of a portfolio compared with mixing single-manager mutual funds that aren't specifically intended to work together.
No matter which asset class or style is in favor at any given time, this deliberate combination of investment managers can help provide more consistent returns through all kinds of market environments. The smoother the ride, the easier it is for your clients to maintain discipline and stay invested over the long term.
Let Russell help you reach your business vision
Take the first step toward investing time in your client relationships instead of spending time researching funds, managers and markets by contacting us today.
Your Russell regional sales team can help you determine how to best fit LifePoints® Funds and Mutual Fund Model Strategies into your practice.
When you trust us to be your in-house manager research and portfolio implementation team, you not only expand the power behind your offering, you can invest your time in serving your clients and be recognized for addressing their needs.
Experience outstanding sales support
Our outside wholesaler team is ranked No. 1 in overall satisfaction in Financial Research Corporation's 2007 Wholesaler Effectiveness survey of 2,200 advisors and branch managers.*
In addition to the No. 1 overall ranking, our external wholesalers ranked first in seven other categories — product knowledge, honesty, investment process knowledge, value of face-to-face meetings, understanding of advisor businesses, value-added programs (practice management) and assistance with clients.
Fund objectives, risks, charges and expenses should be carefully considered before investing. For a prospectus containing this and other important information call Russell at 1-866-676-7680 or go to the prospectus and reports page to download one. Please read the prospectus carefully before investing.

*Source: 2007 Horsesmouth/FRC Advisor Insight Series — Wholesaler Effectiveness
Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. Please remember that all investments carry some level of risk including the potential loss of principal invested.
The LifePoints® Funds are a series of fund of funds which expose an investor to the risks of the underlying funds proportionate to their allocation. Investment in LifePoints Funds involves direct expenses of each fund and indirect expenses of the underlying funds, which together can be higher than those incurred when investing directly in an underlying fund.
Model Strategies represent target allocations of Russell funds; these models are not managed and cannot be invested in directly. Model Strategies are exposed to the specific risks of the underlying funds directly proportionate to the underlying fund allocation.
Copyright © Russell Investments 2007. All rights reserved.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company. The Russell logo is a registered trademark of Russell Investments.
Securities products and services offered through Russell Financial Services, Inc. (formerly Russell Fund Distributors, Inc.), member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.
First used October 2007. RFD 07-7113

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