Outsourced chief investment officer (OCIO)
A tailored and cost efficient approach ideally suited to financial services organisations and the advisers they support.
Enhance your investment program.
Developed in partnership with you, OCIO is a holistic approach incorporating strategic investment advice implemented through a diversified selection of specialist investment managers and strategies.
How can Investment outsourcing help you?
The six primary reasons financial services organisations choose to outsource.
Best-in-class outsourced CIOs will help you delegate effectively, ensuring your governance structure is robust and aligned to your needs. You can focus on the decisions that matter and maintain oversight across your entire investment program.
Tailoring the solution to your needs
Every organisation is unique—with their own goals, circumstances, values and beliefs. That’s why leading outsourced CIOs must have the flexibility and tools to precisely align to these needs—improving the likelihood of achieving your goals, without compromising your values or beliefs.
Global investment managers can help reduce your overall costs, using their scale to negotiate more competitive rates with sub-managers and pooling your assets with other organisations. Full-service outsourced CIOs can further optimise your portfolio to your fee budget.
Reduced strain on your resources
Keeping pace with continually evolving markets, regulatory obligations, multiple providers and endless administrative tasks can place a significant strain on you and your team. The right partner adds additional depth to your team, providing the support you need within a level of discretion that suits you.
Markets change daily. That’s why annual or quarterly investment meetings are simply inadequate in today’s fast-paced environment. Global investment management firms, around the clock, dynamically monitoring and managing your investments day and night.
Improved access to best opportunities
Outsourced investment management can help you cost-effectively access the specialist investment expertise you need. The best go well-beyond in-house strategies, extensively researching and rating thousands of investment managers and opportunities to find those ideally suited to your portfolio.
KEY ASPECTS OF OUR APPROACH
Our role: helping you achieve your investment goals. Period.
We do not take a cookie-cutter approach with your investment program. Dedicating the time to truly understand you, your challenges, your beliefs and your organisation ensures our solution is ideally suited to your needs.
In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.1
This is not our first rodeo. Your dedicated team will include seasoned professionals who have helped organisations like yours achieve their investment goals. They’ll hit the ground running with a deep understanding of the investment challenges faced by your industry.
Our investment professionals bring an average of 19 years industry experience with specialist expertise in financial services.2
There is a world of opportunities. Our globally-connected network of investment professionals delivers the best we can find and puts them to work for you. Every specialist integrates with our global investment platform, drawing on sophisticated modelling tools and years of research and expertise.
Today, our global platform is substantial, managing more than $320 billion 3—and guiding $2.5 trillion 4—in assets on behalf of investors all around the world.
EXAMPLES OF HOW WE HAVE HELPED
You have investment challenges that outsourced CIO can solve. We help clients all around the world and locally with these challenges.
WHAT SETS OUR INVESTMENT PROGRAM APART
We are global specialists.
A part of your team.
We are not an arms-length service provider. Big or small, we are on this journey with you, working tirelessly to become an integral member of your team.
Trust, responsiveness and teamwork matters. Our clients agree, ranking our client service ahead of any other provider in a recent independent survey.
This is what we do.
We began working in a co-fiduciary capacity in 1980. Today, outsourced investment management is the core of our global business and is a significant focus of our research agenda.
Named as the OCIO of the year for 2020 ⁵, our uncompromising focus has helped us grow into the 3rd largest OCIO provider ⁶—and one of the top 10 largest consultants7 —in the world.
Our global investment platform fully integrates the full complement of capabilities necessary for any Outsourced CIO mandate.
Honed over more than 50 years, every aspect of our global platform is uncompromisingly focused on helping investors achieve their goals.
Latest Resources & Insights
WHAT IS OUTSOURCED CIO?
Consider partnering with a skilled Outsourced CIO provider to improve your organisation’s client goals, alleviate resource strain and reduce your overall costs.
HOW TO ACHIEVE CUSTOMISATION THAT ALSO MEETS YOUR FEE BUDGET
Getting the right customisation/outsourced solution that also meets your fee budget can be tricky, so finding the right provider that can deliver both needs some careful consideration.
THE OVERLOOKED ART OF GOOD GOVERNANCE
Markets go down as well as up, so many financial advice businesses need to have in place robust structures, policies and procedures that help guide their investment programmes.
¹ In a recent study conducted by Chatham Partners, Russell Investments significantly outperformed peers in multiple client service metrics. Firms included in the Chatham proprietary investment management benchmark: AllianzGI, Blackrock, BNY Mellon, Bridgewater Associates, Capital Guardian/ Capital Research, Dimensional Fund Advisors, Dodge & Cox, Goldman Sachs, GMO, J.P. Morgan, Loomis Sayles & Company, MFS Investment Management, Neuberger Berman, NTGI, Parametric, PIMCO, State Street, T. Rowe Price, Vanguard, Wellington, and Wells Capital Mgmt.
² All data as at December 31, 2020 unless otherwise stated.
³ As of December 31, 2020.
⁴ As of June 30, 2020.
⁵ Russell Investments was named the winner of the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients.
⁶ Source: Pensions & Investments, "Special report: CIO Outsourcing: OCIO growth assisted by volatile times", Issue date: June 29, 2020. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable
⁷ Source: Pensions & Investments “Investment Consultants Directory: 2020”. Available at: https://researchcenter.pionline.com/rankings/consultant/datatable.