NON-PROFIT OUTSOURCED CIO SOLUTIONS
A total portfolio investment management solution focused on your non-profit's goals.
For more than 30 years Russell Investments has provided investment advice and management services to non-profit organizations.
Our collaborative experience with clients gives us a solid understanding of, and appreciation for the challenges you face in balancing your public interest activities with the preservation and distribution of assets.
Our non-profit fiduciaries' handbook can help you develop (or improve!) your governance and planning framework. It provides a step-by-step guide to investment strategy.
Helping non-profits achieve their investment goals through investment outsourcing
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.
We help non-profits secure their financial future by delivering strategic advice on asset allocation and governance structure, and then implementing that advice by selecting, monitoring, and managing managers and products designed to meet their return and spending goals. We complement these investment services with administrative support to help their team focus more on their mission, and less on paperwork and reporting.
We'll work with you to build your investment program through a three-step implementation and management process we call Design, Construct, and Manage.
Focusing on your investment objectives
We will work with your team to determine a strategic asset allocation for your investment program based on your organization's goals, return objectives, spending policy, ability to tolerate risk, and liquidity needs.
A total portfolio view
We will then take the portfolio we designed with you, and populate it with a diversified mix of investment managers and products from a variety of asset classes and investment styles.
Dynamic access to a widened opportunity
Once your portfolio is built, we will continually assess the changing market environment and adapt your portfolio, as needed, when the markets change – not once a quarter as many non-profits do today.
As our portfolio management team constructs and dynamically manages your investment portfolio, they will:
- Incorporate investment strategies that may offer incremental returns
- Avoid taking risks for which they don’t expect to get paid
- Ensure that manager changes, trades, or adjustments to their portfolios are implemented efficiently
This approach helps our non-profit clients capture short-term market opportunities without derailing their long-term investing goals. It also helps time strapped non-profit fiduciaries ensure that their portfolios are optimally positioned as markets shift.
Institutional investor insights and strategies for non-profits
Non-profit spending policy options
A useful framework to help support the needs of non-profit communities for generations to come.
A sustainable investing solution for the energy transition.
We reflect what matters most to you.
Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most.Explore responsible investing
We'd love to talk.
Please reach out to me directly through this form.
Tom Lappalainen, CFA
Client Portfolio Management