Healthcare and hospital systems
Decades of institutional leadership drive every product and service.
Hospitals and healthcare systems have trusted us for almost 40 years to ensure their investment programs are aligned with their financial objectives.
We offer comprehensive investment solutions for long-term or operating pools, defined benefit and contribution plans, foundation, and insurance assets.
Our services include outsourced CIO (OCIO) solutions and custom investment solutions such as consulting, dynamic, multi-asset class investment management, and implementation services for healthcare organizations of all sizes and levels of complexity.
Solutions and capabilities for healthcare systems
You can count on these guiding principles that underline our investment approach
We are proud to be globally recognized for excellence in the investment industry.
Russell Investments was ranked as the largest global manager of Healthcare outsourced assets, out of 26 firms, in CIO Magazine's "2024 Outsourced Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2023).
Russell Investments' multi-asset approach is core to what we deliver to our OCIO clients.
Multi-asset investing is the process of incorporating exposures to a globally diverse mix of asset classes and dynamically managing those exposures to capture short-term market opportunities and mitigate risks. We integrate this approach into every outsourced CIO solution we build for our clients.
Below illustrates a typical approach and Russell Investments' multi-asset approach. We believe this is what makes us a best-in-class solution, a cut above the rest.
The "typical" portfolio shown is constructed using sleeves for individual asset classes combined with an additional tactical sleeve bolted onto the portfolio. In this type of portfolio construction, each sleeve is managed separately, and the tactical sleeve is applied without considering the managers' current position and risk budget in each asset class sleeve.
In Russell Investments' multi-asset approach shown, the decision about what tactical shifts to make is informed by the underlying holdings of the managers and strategies, plus the risk budget of the total portfolio and the shifts in the market. This approach gives our portfolio managers greater flexibility to adapt the portfolio to short-term market shifts to help retain long-term return potential.
This approach requires the skills of a team of full-time, dedicated and experienced investment professionals, and this capability is built into every OCIO solution we offer to our clients.
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Lisa Schneider, CFA
Managing Director,
Market Leadership
855-771-2966