Fiduciary Management
Helping institutional investors address the many challenges and constraints they face in today's increasingly complex environment.
Solution through partnership
One major challenge to effective investment management is governance; a task that demands deep expertise, rigorous oversight, and strategic decision-making.
Outsourcing has become a solution to this problem, allowing pension funds to access specialised skills and resources that can enhance their investment governance without relinquishing control. By leveraging external expertise, pension funds can ensure more robust risk management, compliance, and performance monitoring, to ultimately generate better outcomes for their beneficiaries.
How we help
We partner and develop solutions for clients of all sizes, no matter how complex the challenge:
Endgame
Key outcomes
- Manage illiquidity
- Move to price-lock portfolio
- Navigate complex portfolio transitions
Large schemes
Key outcomes
- Incorporate third-party managers
- Ease burden on inhouse team
- Continuity of arrangements
DB Mastertrusts
Key outcomes
- Bespoke strategies
- Deliver on sustainability objectives
- Efficient implementation
The Changing Ecosystems of Defined Benefit Pensions - Autumn/Winter 2024
We are pleased to present the findings of Russell Investments’ UK Defined Benefit Market Insights study, a biannual series which will survey senior decision-makers to understand their current views and priorities.
Read the key findings
KEY ASPECTS OF OUR OUTSOURCED CIO APPROACH
Our role: helping you achieve your investment goals
Uniquely yours
We don't take a cookie-cutter approach with your investment program. We take the time to understand you, your challenges, and your beliefs so we can provide a tailored solution that meets your needs.
Industry expertise
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 our industry.
Global access
A world of opportunities brought to your door. Our globally-connected network of investment pros searches for the best investments pros 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.
What sets our investment outsourcing approach apart?
OCIO is what we do. The core focus of our global institutional investment business. We have been honing our craft for more than 40 years, a level of commitment unmatched by any other organization. Every capability, we have 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.
Team synergy
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 18+ 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 are positioned, and so will you with complete transparency across your entire investment portfolio, from strategy-level to security, and with the capability to respond in real-time.
$962B
Global assets under advice
$370b
Global assets under management
1980
When our OCIO journey began
#4
Global OCIO ranking by assets¹
Global AUA as of 12/31/2024
Global AUM As of 3/31/2025
1 For the 13th year in a row, Russell Investments was ranked as a top 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 (as of December 31, 2023). Notably, in CIO’s “2024 OCIO Survey,” which included 26 firms, Russell Investments placed first among the global managers in Healthcare and in the top 10 for Defined Benefit and 401(k), 403(b) or other DC outsourced assets.
OCIO Case study - National Grid UK Pension Scheme partnership
The big interview: National Grid UK Pension Scheme tells Professional Pensions all about their new partnership with Russell Investments.
Read the interview
Fiduciary Management of the Year
Russell Investments was named the "Fiduciary Management of the Year" winner at the 2022 European Pensions Awards. Chosen among seven finalists in this category, Pensions Age and European Pensions cited, "With reference to impressive case studies, this firm demonstrated how it has boosted client funding levels, won new mandates, heightened its ESG focus, and launched new reporting and online tools."
This webpage contains marketing material about our fiduciary management service. It does not represent impartial advice on this service. In certain cases, you are required to conduct a competitive tender process prior to appointing a fiduciary manager. Guidance on running a tender process is available from the Pensions Regulator.
Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Past performance does not predict future returns.
What's next
You have investment challenges that we can help solve. We’re helping all kinds of clients all over the world with these challenges, and we’d love to help you too.
Partner with us
Get in touch with us through this form and we'll reach out to you.
Simon Partridge
Senior Director, Head of UK Fiduciary Management
About Simon