Institutional investors

Non-profit organizations   HELPING YOU ALIGN YOUR INVESTMENT PROGRAM WITH YOUR MISSION For more than 30 years Russell has provided investment advice and management services to non-profit organizations. Our collaborative experience with clients gives us a solid understanding of, and appreciation for the challenges you face in balancing your public interest activities with the preservation and distribution of assets. We offer a wide range of services and products: Investment solutions Our influence over large pools of capital provides access to some of the best money managers in the world and ensures that we have the information we need to thoroughly evaluate a manager's people, processes and performance. We blend high-ranked managers with complementary styles into competitively priced, broadly diversified portfolios. Our traditional fixed income and equity offerings include a variety of institutional funds. We can also review managers' business, operational and compliance risks. Alternative investments If you are looking for broader portfolio diversification, we also offer real estate, private equity and infrastructure investments. Administration services Our program administration team can help you manage complex and time-consuming accounting and administrative tasks, including transaction processing, cash management, securities gift processing, and donor recordkeeping services. Investment services To help with manager transitions, overlay services, currency management and commission recapture. View our available research Non-profit spending rules (PDF) By Steve Murray, Ph.D., CFA Elements of a clearly defined investment policy statement for nonprofits (PDF) By Greg Coffey, CFA Investment outsourcing means insourcing investment management best practices (PDF) By Heather Myers and Joseph Gelly Endowments, foundations and the inflation challenge By Steve Murray, Ph.D., CFA and Leola Ross, Ph.D. Are 5% distributions an achievable hurdle for foundations? Were they ever? By Steve Murray, Ph.D., CFA Responsible Investment: Five Tests of an SRI/ESG Policy (PDF) By Bob Collie, FIA and Heather Myers For more information about our solutions for non-profit organizations contact: West Coast East Coast Joe Mulford Director, Non-profits 866-572-7492 Crissie Fortmeyer Director, Non-profits 866-616-8927 USI-8988 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. * 2006-2007 Chatham Partners Client Satisfaction survey. When evaluating investment managers, a rating of 85% or greater corresponds to a "best in class" rating.