OCIO partnership helps enhance financial oversight and diversification

2025-11-14

Russell Investments

Outsourced CIO | OCIO

A Native American Tribe faced challenges in managing multiple accounts with limited reporting capabilities. This complexity hindered efficient auditing and financial oversight. The existing portfolio was heavily weighted towards U.S. Equity, which posed risks due to lack of diversification. We also believed the manager fees incurred on the portfolio were overly high.

Key highlights:

Reduction of U.S. Equity overweight to help mitigate concentration risk.
Increase in Non-U.S. Equity exposure to capture potential global growth opportunities.
Addition of Global High Yield Bonds to help improve income generation.
Introduction of Real Estate and Listed Infrastructure to diversify asset classes.

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