Russell Investments, the global investment solutions firm, has partnered with financial advice group Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, giving retail investors access to private credit, private equity and real assets.
The portfolio will invest across three to 15 holdings in private equity, private credit and real assets, Russell Investments said. It combines evergreen, open-ended strategies with listed exposures such as exchange-traded funds (ETFs) to provide staged access to capital.
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Russell Investments said demand for private markets has grown rapidly, but accessibility remains a key challenge for retail investors. The new portfolio aims to bridge that gap by offering institutional-style exposure through a managed structure.
“Our global scale and manager research mean we can help open the door for Australian advised clients to participate in institutional-grade opportunities overcoming many of the traditional barriers faced by retail investors,” said Neil Rogan, head of distribution for Australia at Russell Investments.
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“For too long, access to private markets has been limited to large institutions and ultra-wealthy investors,” said Chris Ogilvie, chief investment officer at financial advice firm Invest Blue. “This managed portfolio allows our clients to participate in those opportunities – through a carefully designed structure for retail investors.”
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