Russell Investments is one of the world's leading investment services firms offering a full range of tailored solutions. As a global leader of multi-manager advice and investments, premier organizations and multi-million-dollar clients seek Russell's opinion on evaluating and selecting talented money managers. Russell provides consulting services to these firms, guiding investments totaling about $2 trillion. Many more organizations, large and small, take advantage of Russell's innovative investment management skills, investing more than $230 billion in Russell's investment programs.

Understand Your Goals

At ScotiaMcLeod, we start by listening to you. Your advisor will work closely with you to gather information about your specific objectives and financial position. They will then develop a personalized investment profile that will help you determine the most appropriate way to move forward.

Create A Plan

Using your investor profile as a guide, your advisor will use Russell's sophisticated asset allocation software to develop a portfolio strategy designed to meet your unique needs. They will explain the benefits of the different options so you clearly understand the differences and refine the options to develop a diversified portfolio that is most comfortable and appropriate for you.

Execute Your Strategy

Once you've defined your investment strategy, your advisor will implement it using Russell 3D. This sophisticated and time-tested approach was developed by Russell Investments over 30 years ago for some of the world's largest pension plans. Through Russell's multi-dimensional investment process, your portfolio advances beyond typical diversification strategies. Layer upon layer of diversification is built into your portfolio.

Stay on Course

Over time, your personal financial situation and your goals will change. In addition, the market's movements may create a need for occasional rebalancing. Your advisor may choose to rebalance for you on a selected date, or you may choose to use the Sovereign automatic rebalancing feature, which rebalances your portfolio when it shifts above or below 2.5% from the selected target asset allocation. That's why it's important to review your plan to make sure it is up to date. Your advisor will contact you to review your objectives, plan and strategy to keep your portfolio on track and keep you informed through regular reporting and communication. And while they're reviewing your portfolio, Russell works in the background, continuously monitoring the investment managers in the program to make sure they're on track as well.

Visit the Russell website for more information on the program or contact your ScotiaMcLeod advisor and get the Russell Sovereign Investment Program working for you.

The information contained on this website is for use by persons resident in Canada only.