We do! Below is a sampling of our OCIO-related case studies to help you learn more about outsourcing.
Optimize your investment program
Partnering with us can help institutional investors address the many challenges and constraints they face in today's increasingly complex environment.
Contact usWHO WE HELP
Locally, we provide CIO outsourcing services to organizations of all sizes, specializing in four key areas
Defined benefit plans
Our expertise and experience help defined benefit plan sponsors and their pension plans tackle funding and volatility issues, pension risk transfer strategies, and more - always linking the investment strategy to the organizational goals.
Defined contribution plans
Our expertise and experience help defined benefit plan sponsors and their pension plans tackle funding and volatility issues, pension risk transfer strategies, and more - always linking the investment strategy to the organizational goals.
Healthcare systems
Our expertise and experience help defined benefit plan sponsors and their pension plans tackle funding and volatility issues, pension risk transfer strategies, and more - always linking the investment strategy to the organizational goals.
Non-profit organizations
Our expertise and experience help defined benefit plan sponsors and their pension plans tackle funding and volatility issues, pension risk transfer strategies, and more - always linking the investment strategy to the organizational goals.
HOW CAN INVESTMENT MANAGEMENT OUTSOURCING HELP YOU?
OCIO helps you optimize your investment program
KEY ASPECTS OF OUR OUTSOURCED CIO APPROACH
Our role: helping you achieve your investment goals
Our role: helping you achieve your investment goals.
WE'RE HERE TO HELP
If you're considering an outsourcing CIO, we can help you find the right approach for you
No obligation. Let's talk
What set our investment outsourcing approach apart?
OCIO is what we do. The core focus of our global institutional investment business. We have been honing our craft for more than 40 years, a level of commitment unmatched by any other organization. Every capability, we have developed was solely designed to help our clients, people like you, reach their goals.
Public & private mastery
There is a world of opportunities well beyond those listed on public markets. Unlike other firms, we bring a mastery across both public and private assets leveraging our strategic partnerships and capabilities to ensure you have full access. As well as the technology to see how it all comes together with aggregated exposures and risks.
Team synergy
Any investment program is fundamentally a team effort. More important than the team's size is the team's cohesion, the investment experience, and the experience of working together. Our investment professionals bring 18+ years in the industry and average more than a decade working together.
Total portfolio intelligence
Knowing your exposure is the critical first step in any crisis. Yet, many competitors fall at the first hurdle, struggling to aggregate positions from multiple underlying managers. In contrast, we know how you are positioned, and so will you with complete transparency across your entire investment portfolio, from strategy-level to security, and with the capability to respond in real-time.
$932B*
Global assets under advice
$237.5B**
Global assets under management
1980
When our OCIO journey began
#4
Global OCIO ranking by assets¹
All data as of December 31, 2023 unless otherwise stated
*As of 6/30/2024
**As of 9/30/2024
AWARDS
Russell Investments has been globally recognized for excellence in the investment industry
We have a proven track record in investment implementation, with scale, client satisfaction, innovative solutions and more than 40 years of experience.
A top global manager of outsourced assets
For the 113th year in a row. Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine's "Outsources-Chief Investments Officer (OCIO) Survey', based on the AUM from its fully discretionary clients (as of December 31, 2023). In 2024, CIO's "OCIO Survery" included 26 firms.
Frequently asked questions
- You're not meeting your investment goals.
- You're tired of being pushed investment products.
- You need a customized, integrated asset management plan.
Meeting frequency depends on the client's preferences and requirements. Regular communication ensures alignment with investment goals.
Success can be evaluated based on investment performance, risk management, cost savings, and alignment with your overall financial objectives.
- Enhanced governance: Delegated investment solutions provided by an OCIO allow fiduciaries to focus on strategic issues with the biggest impact on outcomes. This includes decisions related to asset mix, investment structure, and risk management. By offloading investment management responsibilities, organizations can concentrate on broader governance matters.
- Time savings: Partnering with an OCIO allows asset sponsors to focus more of their energy on their core business activities by spending less time managing investments. The OCIO takes care of day-to-day investment decisions, freeing up internal staff for other critical tasks.
- Cost savings: Aggregating global delegated assets increases collective buying power for investments, potentially delivering cost savings to all delegated/OCIO clients. By leveraging economies of scale, organizations can access professional investment management services without the overhead costs associated with maintaining an in-house investment team.
- Unbiased advice and implementation: An OCIO provides independent and objective advice based on the best interests of the client. Their open architecture and transparent fee model ensure that solutions are implemented without conflicts of interest. Additionally, they collaborate with investment managers who are highly rated by the OCIO firm.
- Faster execution: The discretion granted to an OCIO allows them to act quickly on asset allocation or investment manager changes. Clients don't need to worry about missing out on opportunistic investments or delays impacting performance.
- Seek better outcomes: Delegated investment solutions provide easier access to asset classes (including alternatives) and preferred investment strategies, potentially improving risk-adjusted returns through increased diversification and custom risk management strategies.
Engaging an outsourced Chief Investment Officer (OCIO) can offer several benefits for organizations. Let's explore these advantages:
An outsourced Chief Investment Officer (CIO) is a fiduciary adviser who is legally accountable for protecting your assets and providing objective advice regarding investment opportunities and risks. They help determine how to deploy your assets, design investment portfolios and select and monitor portfolio managers daily.
Pricing varies based on the scope of services, complexity, and client needs. It may involve a combination of fixed, performance-based fees, or other arrangements.
They often collaborate with legal, tax, and estate planning professionals to provide holistic financial advice.
An outsourced CIO designs investment portfolios with a legal and ethical responsibility to safeguard your assets. They objectively advise you on available investment options and build portfolios tailored to your needs and risk tolerances. Additionally, they select and monitor investment managers.
An outsourced CIO collaborates closely with clients to understand their unique objectives, risk tolerance, and governance constraints. They design tailored portfolios, actively manage assets, and provide ongoing support.
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, North America Institutional
855-771-2966