Russell Investments partners with Distribution Technology

Russell Investments has announced it is partnering with Distribution Technology to provide independent risk profiling for 16 of its funds and model portfolios.

The profiling will examine factors such as volatility, performance, and strategic and tactical asset allocations, to assess the risk level of funds for investors. Risk profiles will be reviewed on a quarterly basis.

Nick Rosenblatt, head of Strategic Partnerships at Russell Investments said: “Managing risk is a key concern for investors and their advisers as they look to construct a portfolio that achieves their desired outcomes in line with their appetite for risk. Our range of models has been designed to deliver incremental return with incremental risk. Launched three years ago, they now have a track record that demonstrates this. Partnering with Distribution Technology to risk profile our fund range will allow advisers to work with their clients to build portfolios aligned to the needs of the individual investor.”

Phil Morse, director of Asset Management Clients at Distribution Technology said: “As one of the largest investment groups, we look forward to working with Russell to provide a risk profiling solution for their funds and model portfolios. Russell’s funds and models map to profiles 2 to 8 which represents broader coverage than many of the other funds groups we work with.”

Fund risk profiles will be developed for the following funds:

Russell Defensive Assets Fund

Secure Model Portfolio

Cautious Model Portfolio
Conservative Model Portfolio
Russell Multi Asset Income Fund
Moderate Model Portfolio
Balanced Model Portfolio
Russell Multi Asset Growth Fund
Russell Real Assets Fund
Progressive Model Portfolio
Adventurous Model Portfolio 
Growth Model Portfolio 
Aggressive Model Portfolio
Aggressive Plus Model Portfolio
Russell International Growth Assets Fund
Russell UK Growth Assets Fund


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