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.
Disclosures
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.
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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.
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