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Russell Investments Launches New Fixed Income & Multi-Asset SMAs
Slice of Finance Team
20 Jun
Key Highlights:
Eight new fixed income and multi-asset SMAs launched to diversify investment options.
Four fixed income portfolios include Municipal and Treasury ladders.
Four multi-asset options feature direct indexing and mixed allocations.
Available on major custodial platforms like Fidelity SAN and SMArtX Advisory Solutions.
Personalization includes tax management, factor tilts, and charitable giving.
Source (Business Wire)
Notable Quote
“Our expanded suite of PMA solutions is designed to help advisors advance their clients’ wealth-building strategy based on our full range of capabilities in portfolio construction, risk management, trading and execution, as well as tax-advantaged income management. Investors are looking for complete solutions and more robust customization, and we’re happy to deliver a full package of timely solutions to exceed their expectations.”
Our Take:
Russell Investments’ expansion of their Personalized Managed Accounts suite with eight new fixed income and multi-asset SMAs demonstrates a strategic move to cater to diverse investor needs amid evolving market conditions. The introduction of Municipal and Treasury ladders alongside direct indexing options enhances the personalization capabilities, providing advisors with robust tools to tailor portfolios. The availability on prominent custodial platforms underscores the accessibility and practical integration of these solutions. As investors increasingly seek bespoke investment strategies, Russell Investments’ expanded offerings position them well to meet these demands with a comprehensive, tax-efficient approach.