NON-PROFIT OUTSOURCED CIO SOLUTIONS

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.

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.

Design

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.

Construct

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.

Manage

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.

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.