|
|
|
|
 |
|
Russell Road Map
Developing a custom investment solution for your plan
Your plan is unique. Why settle for a generic investment strategy?
The Russell Road Map recognizes that plan needs vary. For example, at one extreme well-funded plans may seek to match liabilities and reduce interest rate volatility, while at the other extreme—less well-funded plans with an aggressive appetite for growth may seek market returns.
We can work with you to review your current investment strategy and objectives in light of your plan liabilities, funded status, concerns about future funding needs and appetite for risk. Then, using the Russell Road Map we'll suggest customized investment solutions to help you reach those objectives.
For those at the return-seeking end of the spectrum, there's the Russell Model Portfolio. For those interested in liability matching strategies, we offer immunization and duration-matching solutions.
Smart investing is not a one-time process. Ongoing discussions during the Russell Strategic Review process address potential issues that may affect your plan. They involve periodic reviews of your investment objectives and strategy to help keep your plan on the road to success.
For questions about developing a custom investment solution for your organization, please contact:
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.
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. They do not typically grow at an even rate of return and may experience
negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase
return could, at certain times, unintentionally reduce returns.
USIRC2869
|
|
|
| |
Contact us |
|
|
|
|
