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About Bob Collie

Fiduciary Matters blog

Insights for institutional investors

September 25, 2014By

Motorola’s pension buyout reminds us that risk transfer is “when” not “if”

Motorola recently announced the largest pension risk transfer transaction since 2012, and the third-largest ever, trumped only by GM’s and Verizon’s blockbuster deals. It’s unlikely to be the last big deal of the year.

Categories: Category: Defined benefit strategy
By September 24, 2014

Active share’s popularity is growing, but there are pitfalls

Over the past five years, active share has become a popular way to gauge just how active an equity manager is in running a portfolio. It’s a useful measure, but it has its pitfalls.

Categories: Category: Equities
By September 17, 2014

Whatever happened to globalization?

We’ve been hearing for years about the closer integration of the world’s economies and markets. Companies operate seamlessly across borders; location of headquarters and stock listing are increasingly matters of choice; investors think globally. Yet some features of individual markets remain. Last week, James Barber (Russell’s Chief Investment Officer – Equities) was presenting to the

Categories: Category: Equities
By September 10, 2014

The two flavors of mean reversion

Most investors are familiar with mean reversion, the idea that extremes tend not to persist, and that outstandingly good (or bad) performance tends back toward the average in time.

Categories: Category: General
By September 2, 2014

What if ERISA had applied to public plans too?

I have a rule: I never require myself to answer hypothetical questions. At the end of the day, they’re just hypothetical and the answers don’t count for a thing.

Categories: Category: Defined benefit strategy
By August 25, 2014

Forecasting interest rate movements is never easy—and it’s especially tough right now

Most readers of this blog are, I hope, familiar with the concept of the forward curve . The forward curve is the bond market’s version of the principle that what matters when you take an investment position is not so much what you expect to happen, but rather what you expect to happen relative to what is already priced in to the market.

Categories: Category: Fixed income, Liability driven investing
By August 20, 2014

The Supreme Court weighs in on stock drop cases (and on the efficiency of markets)

For fiduciaries of Employee Stock Ownership Plans (ESOPs) – or of 401(k) plans that offer a company stock option – stock drop lawsuits have been a source of worry for years.