INTRODUCING OUTSOURCED CIO (OCIO)
A tailored approach to help you reach your unique investment goals.
Ideally suited to organizations focused on investment governance and fiduciary oversight.
Contact us to get startedHow can OCIO help you?
How can a holistic and tailored approach get you closer to achieving your investment goals?
Tailoring the solution to your needs
Every organization is unique—with their own goals, circumstances, values and beliefs. That’s why leading providers should have the flexibility and tools to precisely align to these needs—improving the likelihood of achieving your goals, without compromising your values or beliefs.
Timely execution
Markets change daily. That’s why annual or quarterly investment meetings can be seen as inadequate in today’s fast-paced environment. Global providers operate around the clock, dynamically monitoring and managing investments day and night.
KEY ASPECTS OF OUR APPROACH
Our role: helping you achieve your investment goals. Period.
Industry
expertise.
This is not our first rodeo. Your dedicated team includes specialists with years of experience helping organizations 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 Canadian investment professionals bring an average of more than 25 years industry experience with specialist expertise in defined benefit, non-profit and unions.²
Ready to get started?
You have investment challenges that OCIO can solve. We help clients all around the world with these challenges, and we're ready to help you.
WHO WE HELP
Locally, we work with organizations of all sizes.
Defined benefit (DB) pension plans
Through our holistic approach, we can help you decide what's right for your defined benefit pension plan.
DB plan overview
Union
plans
See how delegated investment solutions are designed to help union plans effectively pursue plan objectives.
Non-profit organizations
Discover how we can help you align your investment program and strategic advice with your non-profit's mission.
WHAT SETS US APART
We are global OCIO specialists.
1 Pension Bridge – 2020 Institutional Asset Management Awards – OCIO of the Year. Russell Investments was named the winner of “OCIO of the Year” at the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional services to our valued clients. Scoring criteria for this category included our successful implementation of our sustainable investment strategy for clients and our position as one of the world’s largest OCIO providers. Russell Investments’ services were scored against 14 other providers such as Agility, Goldman Sachs Asset Management, Meketa Investment Group and SEI Investments Company. Pension Bridge’s Institutional Asset Management Awards are designed to recognize the institutional asset management industry for performance and excellence across various strategies, enabling asset managers to benchmark and prove themselves against their competition. Using a heavily researched quantitative and qualitative judging methodology, winners are ultimately selected by a panel of independent and impartial experts from the industry.
Source: Pension Bridge “Institutional Asset Management Awards 2020”, September 2020. https://iamanagementawards.awardstage.com
2 All data as at September 30, 2020 unless otherwise stated.
3 As of September 30, 2020.
4 As of June 30, 2020.
5 Chatham Partners Survey. In 2019, Chatham Partners, an independent consulting firm, was commissioned to conduct a client satisfaction survey of investment management clients for Russell Investments. The survey polled existing Russell Investments’ clients on topics related to their client executives’ responsiveness, understanding of clients’ unique needs/investment goals, overall client service, and overall satisfaction with the client executive. 114 Russell Investments clients responded to the survey, with responses based on a scale from one to seven, seven being “Very Satisfied” and one being “Very Dissatisfied.” The term “top two box score” combines scores of “6” and “7” responses as representing the highest levels of satisfaction and loyalty. The Russell Investments survey data collected was then plotted against additional survey data for approximately 20 financial services firms collected by Chatham Partners to provide the Investment Management Benchmarks presented. A copy of this survey can be made available upon request.
6 CIO Magazine - 2020 Top Global Manager of Institutional Outsourced Assets. Russell Investments was ranked the 2nd largest 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. In 2020, CIO’s “OCIO Survey” included 50 firms. Chief Investment Officer (CIO) Magazine provides the latest news, opinion, and research focusing on the overarching investment issues affecting public and corporate pension plans, endowments, foundations, healthcare capital pools, and sovereign wealth funds. CIO publishes a bi-monthly print and digital magazine and hosts investment-focused webcasts. Source: CIO Magazine. (2020, March). “2020 Outsourced-Chief Investment Officer Survey”. Available at: https://www.ai-cio.com/surveys/2020-outsourced-chief-investment-officer-survey/
7 Pensions & Investments – A Leading Outsourcer 2020. Russell Investments was globally ranked 3rd amongst 62 leading institutional OCIO managers based on outsourced assets under management (AUM) in the June 2020 Pensions & Investments’ “CIO Outsourcing Manager Survey.” Our OCIO solutions has $161.9 billion (as of March 31, 2020) in institutional outsourced AUM around the globe. Pensions & Investments delivers news, research, and analysis to the institutional investment market Source: Pensions & Investments, “Special report: CIO Outsourcing: OCIO growth assisted by volatile times”, Issue date: June 29, 2020. Available at: https://www.pionline.com/special-report-cio-outsourcing/ocio-growth-assisted-volatile-times
8 Pension & Investments - 2020 Top Ranked Consultants – In 2020, Russell Investments was ranked as one of the top-ten largest consultants. Ranking is based on worldwide institutional assets under advisement (AUA) by the 2020 Pensions & Investments “Special Report: Investment Consultants”. Russell Investments’ global consulting practice currently has more than US$2 trillion* in AUA and a team with 59 consultants, strategists, and analysts** located in offices around the globe. In 2020, Russell Investments was ranked 6th out of 80 suppliers listed. Pensions & Investments delivers news, research, and analysis to the institutional investment market.
*As of June 30, 2020 **As of September 30, 2020