OCIO Insights
Our dedicated resource for OCIO search consultants.
Insider insights
Insights on topics that matter most to institutional investors
Implementation Matters. Is Your OCIO Built to Execute?
Many great investment strategies fail because of poor implementation. Robust capabilities in trading, transition management, overlays and currencies are critical to executing a strategy. And there are three primary methods for putting a strategy into action.
Don’t overlook the Human Element of OCIO
OCIO is all about trust. By definition, it’s the delegation of investment services to a third party. Best-in-class OCIO providers understand the importance of a deep relationship and will invest considerable time cultivating one. Without this deep understanding of an organization, an OCIO firm might assume what worked for one client will work for the next.
2026 Global Market Outlook
The Great Inflection Point
2025 tested global markets with policy upheaval and uncertainty, but resilience prevailed, with equities reaching new highs in the final months of the year. As we turn the page to 2026, investors face an inflection point—a new era likely to be defined by accelerating AI adoption, evolving growth dynamics, and shifting global capital flows.
Read the Outlook
In the news
CEO Zach Buchwald writes Washington Post article on the investment account provision for newborns
Chairman and chief executive of Russell Investments Zach Buchwald wrote an opinion piece recently in the Washington Post, Why not give every kid a stake in the stock market? Now we will. (July 10, 2025). Zach discusses the investment account provision created by President Trump to help families build financial security from the start.
Chief Investment Strategist joins panel of industry leaders on Bloomberg Live
Paul Eitelman, Chief Investment Strategist at Russell Investments, recently appeared on Bloomberg Live in a panel titled Creating the New Economy: The Investors' View on June 3, 2025. He joined other industry leaders to discuss forward-looking sector strategies, breakthrough innovations, and how investors are navigating regulatory changes.
You can watch the full segment on Bloomberg’s YouTube channel.
You can also read more on the topic in the Wall Street Journal and Wealth Professional articles.
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Business snapshot
Our latest U.S. AUM and client data as of June 30, 2025
| LONGEST CURRENT CLIENT | AVERAGE RELATIONSHIP | # OF CLIENTS* | TOTAL AUM | AVERAGE AUM | MEDIAN AUM | |
| U.S. Defined Benefit | 1981 | 15 years | 72 | $29.2b | $406m | $153m |
| U.S. Defined Contribution | 1981 | 17 years | 21 | $15.0b | $714m | $84m |
| U.S. Non-Profit & Healthcare | 1983 | 11 years | 45 | $28.4b | $631m | $152m |
* Clients may have multiple plans.
Resources for your clients
Curated resources developed for use with your clients.
EYE ON THE MARKETS
Tariff Tracker
A webpage dedicated to market analysis stemming from recent trade policy uncertainty. Read our recent articles on the latest market news.
Outsourced CIO (OCIO)
What is OCIO, and what considerations should organizations keep in mind?
We have an array of resources and information on how OCIO outsourcing can help an organization deepen resources, respond rapidly in a crisis, and lower investment costs.
Elevating your program
How partnering with an OCIO can help
4 things to look for in an investment outsourcing provider, whether you use it holistically or selectively.
Guide
OCIO investment outsourcing guide
Tools and practical advice to help your clients determine the right investment model for their organization.
Planning
What's your organization's investment succession plan?
What would happen if your top investment brass wasn’t there tomorrow—for whatever reason? As uncomfortable as the topic can be, we believe it’s vital for all organizations to address the issue of investment succession planning as soon as possible.
Investment guides for fiduciaries
Brevity has a quality all its own. CEOs, CFOs, CIOs, Trustees, Board Members, and Investment Committee members, all got a lot on their plate. With this in mind, we have created these helpful guides for fiduciaries.
Defined benefit
A Corporate Pension Finance Handbook
The challenge of efficiently managing a pension plan continues to grow for your clients, and simple, practical guidance is more valuable than ever. Our updated fourth edition addresses significant new developments.
Frozen Pension Plan Handbook
Our frozen plan handbook, designed as a simple, illustrative guide for clients who have already frozen–or are considering freezing–their pension plans, may help their decision-making.
Defined contribution
A Defined Contribution Retirement Plan Handbook
Clients managing a DC plan are encountering increasingly complex challenges. Our third edition offers valuable insights and solutions to help them effectively navigate this ongoing evolution.
Healthcare and hospital systems
Healthcare Fiduciary's Guidebook
This guidebook helps manage the complexity surrounding a healthcare fiduciary's investment programs and ensure alignment with an organization's financial goals.
Non-profits
The Non-Profit Fiduciaries' Guide
Clients managing a DC plan are encountering increasingly complex challenges. Our third edition offers valuable insights and solutions to help them effectively navigate this ongoing evolution.
The Non-Profit Investment Outsourcing Guide
This guide offers practical advice, planning tools, and best practice information to help clients fulfill their non-profit fiduciary responsibilities.
Helpful links
Previously-featured articles
- Q1 2025 The Right OCIO Can Cure Insomnia in Restless Markets
- Q1 2025 The Intersection of Customization and Capabilities
- Q4 2024 Prudent Pension Funding Report: The perils of living on the knife's edge
- Rate cuts are coming. Does your OCIO or risk management provider have the right overlay capabilities?
- Q2 2024 "I think I know what OCIO is... but what the heck is a strategic partnership?"
- Q1 2024 What's the right size for an OCIO provider?
- Q4 2023 The value of working with a OCIO provider that can do it all.
- Q3 2023: What do investment outsourcing and ice cream have in common?
Market insights and more
Economic and market insights
Webinars and recordings
Solutions and capabilities
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