Show:
Russell 2016 Market Outlook
Russell Sub-Managers
Income
& Defensive
Russell Fun Facts
100
Europe and Japan
What are the favoured global equity markets for 2016?
100
Russell Global Infrastructure Pool
Who are: Colonial First State (38%) Nuveen Asset Management (38%) Cohen & Steers Capital Management (19%) Russell (5%)
100
FRC4100
What is LifePoints Conservative Income Class (Series B)?
100
In 2011, Russell launched the first of its defensive equity lineup.
What is Focused US Equity?
100
I began Russell Investments in 1936.
Who is Frank Russell?
200
Maintain 0.50%
What is the expected BoC policy rate for 2016?
200
In Russell Focused US Equity, we manage the majority of the portfolio (with 38%)
Who is Mar Vista?
200
32 / 68
What is Russell Income Essentials Portfolio? ....or LifePoints Balanced Income Portfolio?
200
The Russell Focused Equity Pools were launched in this order.
What are Focused US Equity Focused Canadian Equity Focused Global Equity?
200
The following are the three phases of Russell's framework to deliver outcome-oriented portfolios.
What is Design, Construct, and Manage?
300
$0.70-0.77
What is Russell's forecast range for the USD/CAD for 2016?
300
In Russell Focused Global Equity, we're the only growth managers.
Who is Fiera Capital (35%)?
300
Target yield (distribution) for the Focused Pools, Canadian Dividend Pool, Global Infrastructure, Global Real Estate, and Real Assets Portfolio.
What is 3%?
300
This multinational pharmaceutical corporation is a top holding in Russell's Focused US Equity Pool. It is among the highest revenue-generating companies in the world.
What is Pfizer?
300
This is how you spell Keith's last name.
What is P-A-N-G-R-E-T-I-T-S-C-H?
400
1.2% - 1.6%
What is our expected GDP growth for Canada?
400
In the Russell Income Essentials Portfolios, we manage the majority of the overall portfolio.
Who is Beutal, Goodman & Company? They manage 21% of RIEP (50% of Russell Fixed Income Pool)!
400
Known today as MAGI, I used to be called this.
What is Russell Enhanced Canadian Growth & Income Portfolio?
400
This US utilities stock pick generates electricity from gas, oil, solar, coal, nuclear, and wind sources. It is a top holding in Russell's Global Infrastructure Pool and one of the top performers so far in 2016, up over 10% YTD.
What is NextEra Energy (NEE)?
400
$650 million
What is the Canadian PCS NCF goal for 2016?
500
Globally, government bonds appear _________ with yields near historic lows. We believe that Fed tightening and falling unemployment will put __________ pressure on yields.
What are expensive and upwards?
500
CGOV Asset Management (33%) QV Investors (32%) Rondeau Capital (28%) Russell positioning strategies (7%)
What is Russell Focused Canadian Equity Pool?
500
This portfolio delivered a healthy return of 6.46% in 2015 (series F, net of fees). Hint: This is not a LifePoints Portfolio (or RAP)
What is RDMIP?
500
The three quality characteristics of Russell's defensive equity strategies: 1. Lower ___________ variability 2. Low ___________ levels and ___________ balance sheets 3. __________ profits
What are earnings, debt, strong, and growing?
500
Interconnectivity is powerful. Complete Russell’s core capabilities. 1. We believe strategic _________ is the foundation of portfolio construction. 2. We use our _____________ to determine the exposures a portfolio might need. 3. Our expertise in ____________ helps us know how to best achieve precise exposures – through active management and quantitative models. 4. Our ___________helps us select some of the world’s leading managers and strategies. 5. Our ___________ team helps keep the portfolio on track and helps minimize operating costs.
What are 1. Asset allocation 2. Capital market insights 3. Factor exposures 4. Manager research 5. Portfolio implementation