OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)
Optimise your investment program with Outsourced CIO services.
A tailored investment program built around your needs.
Investment outsourcing goes by many names, including; fiduciary management, outsourced chief investment officer, outsourced CIO, OCIO, and just as there are many names, the model for which OCIO's service clients can vary widely too. The most common model includes asset allocation, manager selection and monitoring.
HOW CAN OUTSOURCED INVESTMENT MANAGEMENT HELP YOU?
Partnering with an outsourced investment manager can address many of the challenges and constraints facing institutional investors.
Deepen your resources.
Outsourcing your investments will add depth and continuity, allowing you to focus on the decisions most critical to your organisation.
Respond more rapidly in a crisis.
An outsourced CIO partnership ensures your portfolio is monitored around the clock and can respond rapidly in a crisis.
Lower your investment costs.
An OCIO partner can use their scale, leveraging in-house capabilities at cost and negotiating more competitive sub-manager rates.
Improve access to the best ideas.
The right partner can significantly broaden the range of investable opportunities, robustly assessing and accessing a deeper pool of possibilities.
KEY ASPECTS OF OUR OUTSOURCED CIO APPROACH
Our role: helping you achieve your investment goals. Period.
We don't take a cookie-cutter approach with your investment program. Dedicating the time to truly understand you, your challenges and your beliefs 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 isn't 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 18 years industry experience with specialist expertise in DB, DC, non-profit and healthcare.
A world of opportunities, brought to your door. Our globally-connected network of investment professionals searches for the best investments and puts them to work for you. Every specialist integrates with our global investment platform, drawing on sophisticated modeling tools and years of research and expertise.
Today, our global platform is substantial, managing more than $447 billion —and guiding $1.4 trillion²—in assets on behalf of investors all around the world.
WHAT SETS OUR OCIO APPROACH APART
OCIO is what we do. The core focus of our global institutional business. We’ve been honing our craft for more than 40 years, a level of commitment unmatched by any other organisation. Every capability we’ve developed, was solely designed to help our clients, people like you, reach their goals.
Public & private mastery
There is a world of opportunities well beyond those listed on public markets. Unlike other firms, we bring a mastery across both public and private assets leveraging our strategic partnerships and capabilities to ensure you have full access. As well as the technology to see how it all comes together with aggregated exposures and risks.
Any investment program is fundamentally a team effort. More important than the team's size is the team's cohesion, the investment experience, and the experience of working together. Our investment professionals bring 19+ years in the industry and average more than a decade working together.
Total portfolio intelligence
Knowing your exposure is the critical first step in any crisis. Yet, many competitors fall at the first hurdle, struggling to aggregate positions from multiple underlying managers. In contrast, we know how you’re positioned, and so will you with complete transparency across your entire portfolio, from strategy-level to security-level and with the capability to respond in real-time.
All data as of March 31, 2022 unless otherwise stated.
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 As of December 31, 2022.
³ As of 06/23. Total AUM includes Institutional and Retail (Russell Investments' Fund and Separate accounts only), Cash Collateral, Cash & ETFs and 3rd party (notional) assets managed by Investment Services.
4 #3 OCIO globally: For the 12th year in a row, Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine’s “Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2022). In 2023, CIO’s “OCIO Survey” included 47 firms. We paid this publication a fee for licensing usage rights of the award logo/badge. Source: CIO Magazine. (2023, June). “2023 Outsourced-Chief Investment Officer Survey”. Available at:https://www.ai-cio.com/surveys/2023-outsourced-chief-investment-officer-survey