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Russell Enhanced Asset Allocation
A disciplined and strategic response to market conditions

Our Enhanced Asset Allocation (EAA) seeks to improve returns by purposefully tilting a portfolio that takes advantage of our insights into the current relative valuation of asset classes while still managing risk and liquidity.

When financial markets shift, how does your portfolio respond?

Investments should be built around a strategic and long-term approach. However, as markets fluctuate and risks and opportunities ebb and flow—sometimes dramatically—it makes sense to consider them when setting your asset allocation policy.

Enhanced Asset Allocation overview video
Watch Erik Ristuben explain our holistic approach.


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.


Russell Enhanced Asset Allocation is designed to help investors to:

 
  • Identify significant, unsustainable movements in financial markets
  • Outline a path to potentially increase returns
  • Manage risks and liquidity
  • Maintain focus on overall strategic asset allocation

By working holistically, we'll aggressively look for return opportunities, while maintaining portfolio discipline.

Enhanced Asset Allocation pyramid

Our Enhanced Asset Allocation is designed to work within a total portfolio management approach.




Contact David or Gerry to learn more about Russell Enhanced Asset Allocation and our other solutions for your organization:


   

West Coast

David Rothenberg
David Rothenberg
Managing Director
866-926-5934

East Coast

Gerry Lillis
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.

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.

USI-5894-01-12


Email David Email Gerry

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Russell's Economic outlook and market expectations (PDF)
Our quarterly view on where the markets are going
 

Looking for more?
Research we have conducted provides insight to our enhanced asset allocation philosophy.

Request the research
 

Related information
Liability-responsive asset allocation


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Products and services described on this website are intended for United States residents only. 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 on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell's Worldwide site.