NOT FOR PROFIT
OUTSOURCED CIO SOLUTIONS
A total portfolio investment management solution focused on your for purpose goals.
Helping non-profits achieve their investment goals through investment outsourcing
We help non-profits secure their financial future by delivering strategic advice on asset allocation and governance structure, and then implementing that advice by selecting, monitoring, and managing managers and products designed to meet their return and spending goals. We complement these investment services with administrative support to help their team focus more on their mission, and less on paperwork and reporting.
Lay the right foundations from the start
This is one of five essentials step of an investment program learn more.
THE FIVE ESSENTIAL STEPS OF AN INVESTMENT PROGRAM
Your investment portfolio is only one part of a ‘best practice’ investment program.
Step Two: Governance
The Overlooked Art of Good Governance
What is good governance? And does it really make a difference? As we have learnt from the global financial crisis and the COVID-19 market meltdown, just as quick as markets go up, they can go down.
Step Three: Investment Philosophy
A road map for your investment philosophy
An investment philosophy is similar to a road map: It helps an organisation decide which opportunities to pursue to reach their goals. This set of beliefs and principles guides the decision-making process and enables the development of an appropriate strategic asset allocation.
Step Four: Investment strategy & implementation
It's like building a house.
Investing is like building a house. To construct a new home, you first need to know your strengths—and areas where you need to rely on experts and specialists. The same holds true when it comes to investing and step four of an investment program: populating your portfolio with a diversified mix of strategies across assets, styles, and managers requires dedicated resources and expertise.
Step Five: Ongoing Management
Ongoing management to adapt and stay on track
Step five includes identifying if there are areas of the program that aren’t working and what can be done to get back on track. Once an investment program is setup, it can be easy to fall into a trap of ‘set and forget’. But to have the greatest chance of success, your investment program needs constant attention.
Reviewing your investment program?
The not-for-profit handbook and online guide are designed to provide practical advice, planning tools and best practice information to help achieve a successful investments program
Not for profit
investment handbook
Online not for profit
investment guide
Designed to provide practical advice, planning tools and best practice information, our handbook steps through key areas needed to successfully run an investment program.
Our handbook steps through key areas needed to successfully run an investment program.
Supporting Australian non profit organisations
We have been providing investment advice and management services to Australian not for profit organisations for more than 35 years.
Anglican Funds
Find out how Anglican Funds South Australia stayed true to their investing values without sacrificing robust governance and active management potential.
How we can help
We offer a range of services focused on helping you achieve your mission’s investment goals.
Outsourced CIO (OCIO)
A holistic investment solution, developed in
partnership, focused on achieving your goals.
Responsible investing solutions
Forward-thinking responsible investment
solutions reflecting what matters most to you.
Frequently asked questions
How does Russell Investments support Australian non-profit organisations?
How can NFP organisations align their investment portfolio with their values?
LATEST OCIO BLOG POSTS
Hear from our experts on the latest on outsourced CIO.
We’d love to talk
Please reach out to me directly or send an email to connect.
Oscar Lonergan Corti
Institutional Partnerships Manager
+61 2 9229 5125
Not ready to talk?
Find out more about our outsourced CIO solutions, how it can help and what to look for in a provider - the OCIO Fundamentals.