This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Russell Investments has crossed an important milestone with our Tax-Managed Model Strategies. We now have a 15+ year track record to talk about. One thing is very apparent: taxes are hard and the differences between approaches vary wildly.
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore some of the potential benefits and challenges of international tax-smart investing.