Russell Investments

Deep Dive | Personalized Managed Accounts: Offering a customized SMA investing approach tailored to unique client needs

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Sinopse

Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Kevin Knowles, Senior Director, Personalized Solutions at Russell Investments as they talk about personalizing and customizing investment portfolios for individual client goals, circumstances and preferences.DISCLOSURES:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio ma