Russell Investments is a leading global investment solutions partner, dedicated to improving people’s financial security. With a history of innovation since 1936, they offer a comprehensive range of services, including holistic outsourcing solutions and a diverse array of funds and strategies. They serve institutions, financial advisers, and the individuals they represent, managing AU$472.1 billion in assets and advising on AU$1.4 trillion. Their commitment to excellence has earned us recognition as the #4 global OCIO provider and the #12 consultant worldwide.
AGE 65
TRADITIONAL SPLIT
$100,000
AGE 30
AGE 65
WITH PRIVATE EQUITY
$1,240,000
$2,300,000
AGE 30
$100,000
AGE 65
TRADITIONAL SPLIT
$1,240,000
AGE 65
WITH PRIVATE EQUITY
$2,300,000
*Value of hypothetical portfolio in nominal terms based on historical data, with returns averaged across all private equity and an allocation of 20% to private equity. Past performance is not indicative of future performance
Institutions turn to private market funds to find better return potential, with improved diversification & lower return volatility.
Look at the difference between a traditional retail portfolio and
a typical institutional portfolio.