New Report Spotlights Russell Investments’ Multi-Asset Investing Approach

We’re pleased to share that Clear Path Analysis, a leading publisher in the financial services and investments sector, features commentary from two members of our multi-asset solutions team in its latest report, Multi-Asset Strategies North America 2017.

In the first interview, Brian Meath, chief investment officer, multi-asset solutions, weighs in on the features of a multi-asset investing strategy for institutional investors and explains how it differs from a traditional siloed approach. Aspects of a multi-asset approach, Meath says, can include:

  • “In-between” asset classes, such as more extended types of fixed income; instruments that have characteristics of both equities and bonds; or derivative-based strategies
  • Measuring performance by outcome-oriented objectives (versus beating a benchmark)
  • Improved transition and implementation costs
  • A tailored approach to meet the specific needs of clients

In the second interview, Rob Balkema, portfolio manager, multi-asset solutions, discusses how a multi-asset strategy can function as a portfolio management tool. Among the offerings that enables it to work this way, Balkema says, are:

  • The ability to customize how risks are handled
  • Added diversification—beyond the traditional 60/40 equity/bond split
  • Overlays and derivatives that can help quickly change asset allocation exposures
  • Flexibility in the use of passive management in some areas and active management in others

The report also includes interviews of several other industry experts on how multi-asset strategies can be applied to:

  • Manager selection
  • Multi-strategy credit
  • Increased pension plan funding
  • Defined contribution plans
  • A new benchmarking index

You can read the complete interview with Brian here, the complete interview with Rob here and the full report from Clear Path Analysis here.


These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.

Investing involves risk and principal loss is possible.

Past performance does not guarantee future performance.

Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.

This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.

Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no 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.

Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.

Indexes are unmanaged and cannot be invested in directly.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments' management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Copyright © Russell Investments Group LLC 2017. All rights reserved.

This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.


© Russell Investments

Read more commentaries by Russell Investments