Institutional investors

It's not just about the return target: Mature multi-employer plans should consider their cash needs August 2010 Brian Frick ASA, EA, Investment Strategist Multi-employer plan trustees have historically been concerned about setting a long-term investment strategy based on an asset allocation expected to produce returns equal to the plan's funding interest rate. But is this the right approach? In this brief article, Brian Frick outlines important considerations, such as: Plan maturity, Liquidity needs, and Funded status Request this research A note about our research Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, we welcome you to request this research piece. We only require your contact information on a short request form. For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 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 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. Date of first use: August 2010 USI-7476-08-12			Related information Taft-Hartley plans Printer friendly version of this page