FOR-PURPOSE INVESTORS

For-Purpose Investment Handbook

The Handbook is a step-by-step guide to investment strategy for For-Purpose investors in Australia and has been prepared by Russell Investments.

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For-Purpose organisations

We stand with you. We are invested in our clients and our communities in every way.


We understand that for you it is not about making money but making a difference to the community you serve. To support your mission we bring an experienced global effort to the task. We've worked with a wide variety of For-Purpose organisations both large and small for over 30 years providing investment advice and asset management.

Our implemented consulting service can be shaped to suit your circumstances. You can choose how much investment control you would like to delegate to us and how much responsibility you would like us to assume.

Focused on your mission

Russell Investments is a world leader in outcome oriented investing. We know that focusing clearly on your specific investment mission is the path to success. Your income needs and future capital demands will form critical factors in shaping your portfolio. Our advice will take into account the particular issues you face such as capital preservation, income distribution or liquidity constraints, and draw on our research and experience in this sector.

We combine a unique set of capabilities essential to manage a total portfolio: capital markets insights, manager research, indexes, portfolio construction and portfolio implementation.

Customised approach

We take a truly customised approach and act on your behalf and within your governance framework. You always choose the level of delegation. Our service is shaped to suit your organisation and your circumstances over time.

You will work with a dedicated team who will draw upon our local and global investment capabilities to design and manage a portfolio that suits your requirements and constraints.

Global and local expertise

We bring a dedicated global team providing specialist advice to for purpose organisations since 1977. Today we advise our institutional clients on $2.3 trillion in assets globally*.

Our global network of portfolio managers are based in the markets they work. This allows them better understand the impacts on their portfolios, and are able to act on them quickly and decisively on your behalf.

Locally your dedicated consultant will draw upon our local and global investment teams to capture the best investment ideas to put to work in your portfolio.

*As at 31 December 2015.

Related Research


Cash returns no longer set by committee

1/11/2017
In the shadow of accusations of rate rigging by several banks the process by which the interbank lending rate is set in Australia is being overhauled. Importantly these changes, while technical in nature, may have material implications for investors seeking to get the optimal outcomes from their cash investments.
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Looking back to move forward

2/09/2017
Many Australian for-purpose organisations maintain an investment portfolio to support their long-term sustainability. It is valuable therefore to understand how asset classes perform over a long-term cycle. This article summarises the findings of the 2017 Russell Investments Long-term Investing Report to highlight key findings for For-Purpose organisations.
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Term Deposits: Are reports of their death greatly exaggerated?

3/04/2017
As increasing regulation is implemented across the Australian banking sector ‘safe havens’ such as term deposits are starting to lose their luster
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