Building Your Business 
Portfolio Strategy Desk
Leverage the power of Russell's Portfolio Strategy Desk to service and attract high-net-worth clients.
Russell's Portfolio
Strategy Desk
will
help you construct customized investment strategies
for clients with complex needs. You will receive a
detailed analysis and a comprehensive proposal
enabling you to deliver sophisticated recommendations
to high-net-worth investors.
Working with you, the Portfolio Strategy Desk can generate proposals that make a difference for sophisticated investors.
| Using proprietary software, consultants evaluate your client's current portfolio, goals and risk tolerance and provide insight regarding: | |
|---|---|
| Optimal portfolio construction | Implementation recommendations |
| Risk/return characteristics and diversification | Capital market forecasts |
| Portfolio tax efficiency | Wealth projections |
| Cash flow modeling | |
Click below for more information.
The process
If your clients would benefit from the services of the Portfolio Strategy
Desk, we will require a completed Investment
Policy Questionnaire (please
read the
Rules of Engagement) and
statements documenting investable assets. A Russell associate will review
your request in detail with the Portfolio Strategy Desk. You will receive
your completed proposal - an e-mailed PDF - within 5 to 7 business days.
If you would like the proposal bound and shipped to you, please allow for
two additional business days.
The proposal
Investors with $1.0 million and greater to invest.
| Inside the proposal | |
|---|---|
| Executive summary | Investor profile |
| Proposed asset allocation | Current portfolio analysis |
| Canadian equity analytics | Canadian fixed income analytics |
| Risk/return analysis | Historical risk return |
| Efficient frontier | Projected growth of the portfolio using Monte Carlo simulation |
| Implementation | |
Additional marketing content:
- Investment Philosophy
- Russell Overview
Optional:
- Capital Markets Review
- Advisor Overview
- Pool Descriptions
- Manager Profiles
How do I get started?
Please call your Russell Regional Director or download copies of the Investment
Policy Questionnaire and
the PSD
Rules of Engagement for more details about how to get started.
Your Portfolio Strategy Desk team
