individual-investor

Outsourcing capabilities

Experience the benefits of outsourced CIO (OCIO) while retaining fiduciary oversight.

When you partner with us, you retain fiduciary oversight over your entire investment program, while delegating the day-to-day investment operations to our team of professionals.

Hospitals and healthcare systems of all sizes employ an outsourced CIO approach to help enhance their investment program and expand their resources. Our customizable outsourced investment solutions are designed to provide you with a holistic investment program, aligned with your organization's overall financial goals.

OCIO solutions tailored to meet your needs

Our long track record in asset management and consulting offers you the best of both worlds. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution to meet your specific financial objectives.

Increased accountability

We will serve as co-fiduciary and take responsibility for the investment decisions and processes delegated to us.

Timely execution

Portfolio changes, such as risk hedging and manager changes, can be made on a real-time basis.

Focus on strategic decisions

We will provide you with strategic advice and guidance on your entire investment program, allowing you to determine where your time is most effectively spent.

A genuine focus on outcomes

Portfolios and custom solutions are specifically tailored to the organization's overall objectives as well as the goals of each specific asset pool.

Cost efficiencies and scale benefits

Gain negotiating power by allowing us to leverage our size, relationships, and access on your behalf.

Access to a well-resourced team

Over 300 investment professionals provide the insights behind our products, services, and custom solutions.

Brochure: Outsourcing options for your investment program

Every hospital and healthcare system is different.

We create solutions tailored to fit the needs of the investment program.

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).

Chief Investment Officer 2024 Outsourced CIO Survey award (Healthcare)
Recent Insights
Recent Research

Our experts work hard to solve the complex issues our clients encounter.

Our collection of research shows our dedication to solving complex investment problems.

Insights Research

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Lisa Schneider, CFA

Partner with us

Get in touch with us through this form, and we'll reach out to you.

Lisa Schneider, CFA
Managing Director,
Market Leadership
855-771-2966

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