OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)
Optimize your investment program with OCIO.
HOW CAN OUTSOURCED INVESTMENT MANAGEMENT HELP YOU?
Partnering with an OCIO firm 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 organization.
Respond more rapidly in a crisis.
An OCIO partnership ensures your portfolio is monitored around the clock and can respond rapidly in a crisis.
Lower your investment costs.
An OCIO provider 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 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 of industry experience with expertise in defined benefit, non-profit, and unions.
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 C$407 billion —and guiding C$1.5 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 organization. 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.
WHO WE HELP
Locally, we work with organizations of all sizes, specializing in four key areas.
Expertise and experience to help pension plans tackle funding and volatility issues, pension risk transfer strategies, and more – always linking the investment strategy to the organizational goals.
See how delegated investment solutions are designed to help union plans effectively pursue plan objectives.
Helping non-profits support their mission with a focus on governance, strategic advice, implementation and administration—all to achieve and maintain spending goals.
Customized solutions for corporations designed to complement your in-house capabilities.
The fundamentals of OCIO
If you're just learning what OCIO is all about, we have the fundamentals of outsourcing to help broaden your understanding.Learn the OCIO basics
OCIO: Thinking like a fiduciary
Review practical considerations of the OCIO fiduciary duty, the co-fiduciary role, and evaluation. We also include a "who does what" worksheet.Read the research
A Request For Proposal Builder to ensure you ask the right questions when searching for the ideal partner.
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All data as of March 31, 2022 unless otherwise stated.
¹In a 2019 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, 2021.
³ Source: Pensions & Investments, “Special report: CIO Outsourcing - Investment outsourcing 2022”, Issue date: July 4, 2022. Available at: https://www.pionline.com/OCIO2022. Russell Investments was globally ranked 7th among leading institutional OCIO managers based on outsourced assets under management (AUM) from 55 firms in the July 2022 Pensions & Investments’ annual survey of OCIO managers. Our OCIO solutions have $175.9 billion in institutional outsourced AUM (as of March 31, 2022) around the globe. Pensions & Investments delivers news, research, and analysis to the institutional investment market.