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Press Releases by Date   |   Press Releases by Company Name


View More Press Releases by Russell Investments

Press Release

Russell Investments Delivers New Income Model Portfolio Strategies via Envestnet, Baird & TD Ameritrade

Issued by Russell Investments

Nov. 14, 2018

  • Income model strategies rely on multi-asset toolkit with active and passive investment solutions
  • Designed to deliver yield-based income in challenging environment at an attractive cost
SEATTLE, November 14, 2018 -- Global asset manager Russell Investments announced today that financial advisors and their clients now have access to the firm's two new income model portfolio strategies - the Target Income Model Strategy and the Target Income Plus Model Strategy - through Envestnet's third-party fund strategist platform. This follows other recent launches on both Robert W. Baird & Co.'s platform for financial advisors and TD Ameritrade's Institutional Model Market Center(tm).

"We see significant potential and demand from advisors for these new multi-asset solutions as attractive sources of yield-based income amid today's challenging capital markets landscape," said Mark Spina, head of North America Advisor & Intermediary Solutions at Russell Investments. "These new income model strategies are another example of our ongoing efforts to help advisors gain efficiency and scale in their practice, so they can help clients meet investment goals while building sustainable businesses. Our model portfolios help advisors to streamline the amount of time required for product research, trading, rebalancing and preparation for client reviews."

Russell Investments' income model strategies are designed to deliver yield-based income at an attractive cost to income-seeking investors. The portfolios are comprised of active and passive investment vehicles including Russell Investments' funds, third-party mutual funds and ETFs, all strategically assembled to offer global, multi-asset diversification that includes exposure to equities, fixed income and alternatives.

The Target Income Model Strategy targets an after-fee yield of approximately 4%, while the Target Income Plus Model Strategy targets an after-fee yield of approximately 4.5%. The weighted average net expense ratio for the model portfolios ranges from 0.67% to 0.73% for Class S shares.

"Yield-seeking investors have faced a challenging environment and increased risk for some time now," said Rob Balkema, senior portfolio manager on the multi-asset solutions team at Russell Investments. "Such an environment requires constant vigilance and the ability to react quickly. We're on the lookout for new opportunities -- whether it's asset classes, managers or strategies -- and ready to nimbly integrate them into our income model strategies as appropriate."

The new income model strategies join Russell Investments' suite of multi-asset model portfolios, which includes core model strategies, hybrid model strategies and tax-managed model strategies. More information about Russell Investments' income model strategies is available here and a factsheet can be found here.

About Russell Investments
With more than 80 years of experience, Russell Investments is a global investment solutions provider, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries, manages more than US$287 billion in assets (as of Sept. 30, 2018) and provides consulting services on $2.4 trillion in assets (as of June 30, 2018). Russell Investments specializes in multi-asset solutions and investment and implementation services with a goal of delivering the best investment strategies, managers and asset classes to its clients around the world.

Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world's major financial centers such as New York, London, Tokyo and Shanghai. For more information about how Russell Investments helps to improve financial security for people, visit russellinvestments.com or follow @Russell_Invest.

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View More Press Releases by Russell Investments


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