Charities and endowments

Supporting your mission is our priority. We will be with you every step of the way, ensuring that our solutions fit your unique situation.

Book a free portfolio review

As your situation evolves we will be there to adapt with you.

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Situation #1

Not enough time to oversee your portfolio on a daily basis?

Solution #1: Outsourced CIO

Total investment solutions, bespoke to you.

Daily oversight of portfolios is best practice, but not practical for many trustees. We provide that oversight to ensure your portfolios are always positioned as they should be. Understanding your portfolios requires a single cohesive solution.

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Situation #2

Tired of manager research beauty parades?

Solution #2: Fund solutions

Multi-manager portfolios embed continual manager research

We build multi-manager portfolios designed for asset owners. This allows you to allocate to asset classes, without needing to monitor individual managers.

Our investment team manage manager weights and total exposures, to ensure manager insights are shining through in your portfolio.

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Situation #3

Do you have the implementation toolkit you need?

Solution #3: Implementation Solutions

Tools help you manage your risks.

Portfolios are complex and require a comprehensive toolkit at every stage of the investment process.

Our solutions are specifically designed to solve your needs.

Investment solutions design with you, not just for you

As your trusted investment partner, we listen, understand, and implement on your behalf.

Why choose Russell Investments for your charity’s investment partner?

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Trust

Trust that your portfolios are being looked after, every single day.

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Transparency

Have complete clarity on your investments.

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Tailored

Access the flexibility necessary to implement your views in a cost and time efficient manner.

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.

Book a free portfolio review now

Fill out the form below to receive a strategic asset allocation review.

You will receive:

  • An up-to-date SAA based on your unique circumstances
  • A review of portfolio positioning and diversification
  • An overview of risk and return drivers
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Chris Ellam

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All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

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