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Tuesday, September 27, 2005

Russell Woos Advisors With SMA Platform

by: Sean Hanna, Editor in Chief

Russell Investment Group has launched a managed account platform targeted at intermediaries. The Tacoma, Washington-based firm will offer its Managed Account Strategies (MAS) through both the Schwab Institutional distribution platform and Fidelity's Registered Investment Advisor Group.

Russell is best known as a manager-of-managers and a consultant to the pension community.

Its new MAS product is uses existing fund-based model strategies and separate account offerings available in its Russell Asset Management Program (RAMP) and Russell Managed Portfolios (RMP) respectively. Advisors using MAS will also be able to offer Russell's LifePoints target asset allocation funds to their clients.

The MAS platform also will provide advisors with proposal generation, account paperwork, agreements, portfolio rebalancing, billing and performance reporting, said Michael Winnick, director, Managed Account Strategies.

Managed Account Strategies will offer advisor a simplified and automated process for setting up new accounts, including automatic brokerage and program form completion, a paperwork quality/control service and a transfer of assets tracking service, he added. 

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