Evolving an organization’s investment structures to drive greater efficiency and enhance competitiveness

2026-02-12

Russell Investments

Healthcare systems

A leading multi-manager investment firm that offers clients diversified, actively managed investment solutions sought to evolve the organization’s investment structures to drive greater efficiency and enhance their competitiveness.

Through partnership with Russell Investments, a shift to Enhanced Portfolio Implementation (EPI) helped deliver cost savings of more than 30 basis points as well as achieve lower manager fees and remove fund-of-funds layers.

Key highlights:

Shift to EPI
Manager research and selection
Manager fee compression
Operational efficiency
Alignment and integrity
Peer-to-peer collaboration

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