Outsourced CIO (OCIO) for institutional investors
By reducing your operational burden, you're free to focus on what matters most to you.
Why OCIO?
There are a lot of confusing terms in the marketplace. Fiduciary management. Outsourced CIO or OCIO. Implemented consulting. Investment outsourcing. All the competing terminology boils down to one basic value proposition: the idea that your investment program might be improved by delegating some day-to-day management responsibilities to a trusted provider.
In our experience, it's possible to not only delegate many of your current duties, but to dramatically enhance the sophistication and oversight of your investment program at the same time. In many cases, an OCIO model can result in cost reduction from the scale and efficiency a provider can leverage.
As the investing world continues to grow in complexity, challenge and risk, a growing number of CFOs and investment committees are looking for a solution that goes beyond advice and manager research to help shoulder the burden of fiduciary responsibilities. OCIO may be the solution for your organization.
Why Russell Investments?
Your organization and hundreds – if not thousands – of people are counting on the success of your investment program. It’s your fiduciary responsibility to manage that program to reach your unique objectives. It’s our job to provide you with the resources, experience and capabilities to help make that happen.
With an OCIO program with Russell Investments, we become a seamless extension of your organization and stand with you as a full co-fiduciary, aligning our objectives with yours.
The core of our offering revolves around our investment management capabilities – world-class investment solutions and full implementation delivered with a deep knowledge of the practicalities of how to navigate the capital markets. Globally we have been helping clients navigate through various market conditions for over 40 years and have continually evolved to help meet our clients’ increasingly complex needs.
Effective client solutions are delivered by local resources with deep experience in Canadian regulatory issues and market conditions, with access to a full slate of global professionals.
We have the right capabilities to help you achieve your goals
Supporting investors as a co-fiduciary
At Russell Investments, we have built our business around the belief that our clients’ best interests are served in a co-fiduciary capacity.
Strategic advice
With 50 years of advisory experience and 40 years as an OCIO provider, we have worked with all types of institutional investors - large and small - to help them achieve successful, long-term outcomes.
Flexibility in levels of discretion
Every client is different: different objectives, different organizational structures, different needs. With 40 years of experience designing investment solutions for clients around the globe, we are experts at designing individualized programs to suit each organizations unique needs.Investment management
We seek out the best investment strategies for and combine them into a multi-asset portfolio designed to deliver the results you need. Our industry-recognized manager research capabilities and capital markets insights are part and parcel of the solutions we deliver.
Award-winning implementation
You deserve industry-leading research and award-winning implementation services. Thought leadership and access to innovative, results-oriented strategies like transition management, tactical portfolio tilting, and strategic overlays, to name a few. Multi-billion dollar plans buy these services from us a la carte, but they’re included by default within our OCIO service.