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New Report Spotlights Russell Investments' Multi-Asset Investing Approach

Nov. 02, 2017 12:39 AM ET
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Russell Investments

We're pleased to share that Clear Path Analysis, a leading publisher in the financial services and investments sector, features commentary from two members of our multi-asset solutions team in its latest report, Multi-Asset Strategies North America 2017.

In the first interview, Brian Meath, chief investment officer, multi-asset solutions, weighs in on the features of a multi-asset investing strategy for institutional investors and explains how it differs from a traditional siloed approach. Aspects of a multi-asset approach, Meath says, can include:

  • "In-between" asset classes, such as more extended types of fixed income; instruments that have characteristics of both equities and bonds; or derivative-based strategies
  • Measuring performance by outcome-oriented objectives (versus beating a benchmark)
  • Improved transition and implementation costs
  • A tailored approach to meet the specific needs of clients

In the second interview, Rob Balkema, portfolio manager, multi-asset solutions, discusses how a multi-asset strategy can function as a portfolio management tool. Among the offerings that enables it to work this way, Balkema says, are:

  • The ability to customize how risks are handled
  • Added diversification-beyond the traditional 60/40 equity/bond split
  • Overlays and derivatives that can help quickly change asset allocation exposures
  • Flexibility in the use of passive management in some areas and active management in others

The report also includes interviews of several other industry experts on how multi-asset strategies can be applied to:

  • Manager selection
  • Multi-strategy credit
  • Increased pension plan funding
  • Defined contribution plans
  • A new benchmarking index

You can read the complete interviews with Brian and Rob below and the full report from Clear Path Analysis here.


These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.

Investing involves risk and principal loss is possible.

Past performance does not

This article was written by

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Russell Investments is a leading global investment solutions firm with $326.9 billion in assets under management (as of 3/31/2021) and $2.8 trillion in assets under advisement (as of 12/31/2020) for clients in 32 countries, The firm provides a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 85-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve people’s financial security. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including in New York, London, Tokyo, and Shanghai.  Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

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