Institutional investors

Defined benefit plans Managing a pension program is more challenging than ever Pension reform, funding issues, accounting reform, manager selection — these all impact your plan and your organization's bottom line. Contributions are likely to rise as new funding thresholds are imposed. Achieving plan goals requires attention to funded status and total plan returns. You must understand the risks and set your investment strategy accordingly. We can help you decide what's right for your plan We've developed a holistic asset allocation approach for defined benefit plans. Russell Strategic Review is an ongoing process that links your investment strategy to your goals. If you're focused on liability-driven investing, we can offer strategies like immunization and duration matching. Maybe you have a renewed focus on seeking higher returns. If so, Russell offers a framework that relies less on traditional equity and fixed income securities and more on alternative investments and portfolio engineering techniques. We help you manage the details Are you bogged down tracking portfolios, monitoring money managers, overseeing administrative details, reviewing and implementing regulatory changes? We're here to help. Investment options Employ some of the world's best money managers, while eliminating the distractions, risk and expense of conducting searches and monitoring investment managers on your own. Comprehensive administrative services This service can help with your trust and custody, performance reporting, plan accounting and retiree services needs. We also provide an added layer of fiduciary support on plan governance issues. We help you improve results through better implementation Using innovative tools and techniques, we provide implementation services. Our techniques, including transition management, derivative overlays, currency management, and commission recapture are considered to be among the best practices of the industry. For more information about any of these services please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 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. 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. USI-8986			Related information Webcast replay The pension fund to do list featuring Don Ezra   Related research Investment outsourcing means insourcing pension management best practices Managing risks associated with retirement plan mergers (PDF) Liability-responsive asset allocation Market volatility highlights the value of defined benefit plans (PDF) Printer friendly version of this page