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Archive for May, 2012


Austerity versus growth becomes a common theme in Europe

Austerity versus growth Europe

There’s never a dull moment in Europe these days. Whether it’s France, Greece, Spain or the Netherlands, Europe continues to make headlines daily, and investors want to know what it all means. At the moment, many Europeans are having second-thoughts about the austerity measures their leaders have agreed to. France is a perfect example of

May 31, 2012 Categories: Economic Insights
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Selecting the right strategy: Evaluating the manager’s manager

As part of a series of posts evaluating packaged product investment options, I’ve shared a framework advisors can use to identify a third party offering that fits with how each  manages their book of business and drives successful client relationships. Having explored asset allocation and product implementation, one quintessential question remains: how do asset allocation

May 29, 2012 Categories: Portfolio Corner

Just say, “No”

My wife, whom I dearly cherish but who also has the ability to see right through me, tells me that I tend to be a people pleaser. Not wishy-washy or fickle, just excessively accommodating to others. As hard as it is to admit, when evaluating her claim, I think she is spot on; I don’t

May 24, 2012 Categories: The Science of Advising
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Selecting the right strategy: The impact of asset allocation and product implementation

I wrote earlier about how packaged product programs enable advisors to focus their time on building client relationships. Indeed, the advent of multiple strategy packaged product programs can offer advisors with increased flexibility and institutional grade investment regimens for the management of their client accounts. Selecting the right asset allocation strategist is critical to an advisor’s

May 22, 2012 Categories: Portfolio Corner
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More thoughts on the non-profit space

Many smaller non-profits suffer from a lack of adequate investment resources, and can benefit greatly from the expertise of a financial advisor. I continued my conversation with Heather Myers, managing director, non-profits for Russell Investments, about trends she’s seeing in the large non-profit space. Let us know if these trends get you thinking about ideas you

May 17, 2012 Categories: Portfolio Corner
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Selecting the right strategy: introducing a framework

To meet advisor demand for choice and flexibility, advisory firms have been rapidly adding “packaged product programs” – programs that combine asset allocation strategies with investment products – to their fee-based platforms. These programs come in all shapes and sizes and include a wide range of product strategies and approaches. In a lot of ways

May 16, 2012 Categories: Portfolio Corner

Inflation in check

With the first quarter spike in oil and gasoline prices, many investors are asking about inflation. Clients often become concerned about inflation when food and energy prices rise.  At Russell, we still believe inflation will remain benign into 2013 for a number of reasons. First, energy and food only make up a portion of the inflation calculation. 

May 10, 2012 Categories: Economic Insights

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