Russell Investments and Matrix Planning Solutions are providing a new joint investment strategy focused on providing specific outcomes for clients.
The strategy will develop highly customised portfolios designed to meet specific outcomes for individual investors, part of a global shift towards ‘outcome-oriented’ investing.
“There is a paradigm shift underway in the way global and Australian investors are thinking,” Russell’s global chief investment officer, Peter Gunning, said.
“Today, large investors want a series of intelligently constructed, efficiently managed portfolios that will deliver the right outcomes for their members or investors, whatever the performance of markets and whatever that person’s particular set of needs is.”
The new approach has seen the firms develop PartnerShip Funds which are five actively managed portfolios designed to deliver different outcomes depending on the investor’s income needs.
Outcomes covered by the funds include investors looking to pay down mortgages, preparing for retirement and saving for future needs.
Matrix said these funds offer investors true diversification and are highly adaptive to changes in market conditions.
“We felt there was a better way to deliver real solutions to our clients,” Matrix managing director Rick Di Cristoforo said.
“The global move towards outcome-oriented investing makes sense to our business and we have worked with Russell to build from the ground up a unique suite of solutions that we are confident will deliver for our clients, whatever the market environment.”
