M Share 7 Tax-Managed Model Strategies eKit - Q320

Tax-Managed Model Strategies

Time-tested approach designed to maximize after-tax wealth

Russell Investments’ Tax-Managed Model Strategies are strategically diversified portfolio solutions seeking to help tax-sensitive investors grow their after-tax wealth. They are designed to address investors’ wide-ranging investment goals, circumstances and preferences including growth, capital preservation and tax sensitivity. What the Tax-Managed Balanced Model Strategy offers:

MINIMIZED TAX IMPACT ON RETURNS THROUGH ACTIVE TAX MANAGEMENT 96% of before-tax returns retained since inception

TIME-TESTED TAX- MANAGED INVESTMENT APPROACH

MULTI-ASSET PORTFOLIOS WITH A LONG TRACK RECORD

ACCESS TO THE WORLD’S LEADING MANAGERS

35 years of expertise in minimizing tax impact

17 years of a compelling track record

50+ years in manager research

Launched in 2003, our strategically diversified portfolios incorporate 4 asset classes and 6 underlying funds

A single portfolio bringing complementary investment managers who are “hire” ranked based on our rigorous manager research

Strive to maximize after-tax wealth by employing a variety of active tax-management strategies throughout the course of a market cycle

Continuously evolving tax-managed investment strategies and product offering since 1985

(All data as of September 30, 2020)

Our continuous innovation and evolution in tax-managed investing space

1999 Tax-Managed Mid & Small Cap Fund

1985 Tax-Exempt Bond Fund

2014 Enhances trading strategies for improved tax efficiency

2019 Tax-Managed Real Assets Fund

1996 Tax-Managed U.S. Large Cap Fund

2003 Starts offering our first tax- managed model portfolios

2015 Tax-Managed International Equity Fund and Tax-Exempt High Yield Bond Fund

2020

˚ Out of 25 providers. Based on total assets. Model providers surveyed during 4Q 2019 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 3.02 Top-25 Asset Manager and Third-Party Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report – U.S. Asset Allocation Model Portfolios 2020.

Not a Deposit. Not FDIC Insured. May Lose Value. Not Bank Guaranteed. Not Insured by any Federal Government Agency.

russellinvestments.com