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Our research
Our research is designed to answer your questions that may not have been posed before. Below you can access some of our latest publications on topics that interest you.
Research available to download Russell's model portfolio framework for endowments and foundations
Building the right investment structure for an endowment or a foundation is a complex challenge. Russell uses a model portfolio framework that helps institutional investors such as endowments and foundations address the choices systematically, and create well-structured portfolios that take into account their specific objectives resources and circumstances.
Responsible Investment: Five Tests of an SRI/ESG Policy
For a number of reasons - legislation, organized lobbying or simply the desire to do the right thing - responsible investment is growing and becoming harder for many institutional investors to ignore. In this paper we describe a framework - built around five key areas of consideration - for assessing a responsible investment policy within the context of established investment best practices and the broader investment program.
The defined benefit plan of 2017
It's an environment of change for DB plans. How might changes in regulations, accounting standards and sentiment impact the DB plan of the future?
Q: Will a 6% real return be available to non-profit investors in the future? A: Not Always.
Although a real return close to 6% has historically been available from capital markets over the long-term, there is no guarantee that the future will be as rewarding. This paper explores this thought.
An introduction to Russell Global Style Indexes
Russell is extending its global index family to include style indexes for each regional and country index within each market cap tier (large, mid, small). Learn about the principles behind the construction of these global style indexes.
Q: Has a 6% real return been available to non-profit investors in the past? A: Kinda sorta
This paper explores the level of investment returns that have historically been available to non-profit investors.
Twelve Observations On Target Date Funds
In the industry today, plan sponsors will find a wide selection of target date funds to choose from. Josh Cohen, a senior consultant who has worked with plan sponsors to help select and implement target date fund solutions, believes these funds require a different type of analysis than what plan sponsors are used to. His 12 observations provide some insight into various target date fund constructions and strategies.
 Russell Retirement Report 2008
The Russell Retirement Report 2008 provides information and perspectives to help you evaluate your key objectives in context of the broader investment environment.
Price pressure at Russell Index reconstitution
This paper reports the results of our study of the temporary price-pressure effect on the Russell 1000® and 2000® Index returns around our annual reconstitution event.
Is LDI consistent with ERISA diversification requirements?
Liability-driven investments (LDI) often require extensive bond exposure. Is that exposure consistent with the diversification requirements of ERISA?
Research available to request
Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, please feel free to request an article from the list below.
To find out more about our research contact Bill or Gerry:
USI-0131 (USIRC2811)
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