Case studies
We have a long tradition of in-depth thinking on the most complex challenges investors face. Our cutting-edge research is written for you by our field experts to deliver knowledge.
Client stories
Model implementation: What is it and how can it help?
Discover how a large healthcare system with multiple investment pools achieved significant cost savings and enhanced portfolio control through Russell Investments' model implementation, featuring custom screens, reduced trades, improved portfolio control and analytics.
Solving merger and acquisition complexity with an OCIO partner
Learn how we helped a health system streamline its multiple asset pools, retain control where desired, decrease the complexity of its investment program, and reduce expenses.
Health system insurance company
Examine how this health system insurance company enhanced the alignment of its investment strategy with the insurance market dynamics.
Solving health system post-consolidation complexities
This health system transformed its approach by launching an integrated risk financial framework, significantly reducing post-consolidation complexity.
Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client's specific needs.
Strategic research
Aligning investments with enterprise goals
Discover a framework for non-profit hospitals and healthcare systems to design investment portfolios aligned with organizational goals and supporting financial needs.
Healthcare Uncertainty Demands Investment Plan
Balancing today’s healthcare pressures with tomorrow’s goals. Healthcare systems face short-term challenges and long-term commitments. Explore ways to keep both in focus.
Amid funding concerns, do non-profits need to re-evaluate their investment strategies?
When non-profit stability feels less certain. Funding shifts can disrupt even well-planned budgets. Explore how investment strategy reviews may help balance mission priorities with new liquidity realities.
Implementation Matters. Is Your OCIO Built to Execute?
Are gaps in implementation costing you? Delays and inefficiencies can add up. Learn what separates OCIOs with strong implementation capabilities from the rest.
Don’t Overlook the Human Element of OCIO
Your OCIO provider should be more than a service—they should feel like part of your team. Discover how relationship-focused providers can help you seek better investment outcomes.
Doing more with the same: The power of OCIO
How far can your resources go? Your organization’s budget may not expand, but responsibilities often do. How can limited resources keep pace with growing demands?
5 Ways an OCIO Can Power Private Markets Success
Private markets can expand opportunity sets and improve diversification. Learn how OCIO partnerships offer access, scale advantages, and efficient portfolio oversight.
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).
A Guidebook for Healthcare Systems
We created the Healthcare Fiduciary's Guidebook as a step-by-step guide for non-profit hospitals and healthcare systems to provide a fiduciary roadmap to help you simplify your complex investment programs.
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Lisa Schneider, CFA
Managing Director,
Market Leadership
855-771-2966