For questions, contact the team:
OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)
A holistic investment approach focused on
helping you reach your unique goals.
How can Investment outsourcing help you?
What are the ways outsourced investment management helps get you closer to achieving your goals?
Tailoring the solution to your needs
Every organisation is unique - with their own goals, circumstances, values and beliefs. That’s why leading implemented consultants must have the flexibility and tools to precisely align to these needs - improving the likelihood of achieving your goals, without compromising your values or beliefs.
Timely execution
Markets change daily. That’s why annual or quarterly investment meetings are simply inadequate in today’s fast-paced environment. Global investment management firms, around the clock, dynamically monitoring and managing your investments day and night.
KEY ASPECTS OF OUR OCIO APPROACH
Our role: helping you achieve your investment goals. Period.
Industry
expertise.
Your dedicated team will include seasoned professionals who have helped organisations like yours achieve their investment goals. They’ll hit the ground running with a deep understanding of the investment challenges faced by your industry.
Our investment professionals bring an average of 19 years industry experience with specialist expertise in superannuation and not for profit.2
WHAT SETS OUR INVESTMENT PROGRAM APART
We are global specialists.
1 In a recent study conducted by Chatham Partners, Russell Investments significantly outperformed peers in multiple client service metrics. Firms included in the Chatham proprietary investment management benchmark: AllianzGI, Blackrock, BNY Mellon, Bridgewater Associates, Capital Guardian/ Capital Research, Dimensional Fund Advisors, Dodge & Cox, Goldman Sachs, GMO, J.P. Morgan, Loomis Sayles & Company, MFS Investment Management, Neuberger Berman, NTGI, Parametric, PIMCO, State Street, T. Rowe Price, Vanguard, Wellington, and Wells Capital Mgmt.
2 All data as at December 31, 2020 unless otherwise stated.
3 As of December 31, 2020.
4 As of June 30, 2020.
5 Russell Investments was named the winner of the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients.
6 Source: Pensions & Investments, "Special report: CIO Outsourcing: OCIO growth assisted by volatile times", Issue date: June 29, 2020. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable
7 Source: Pensions & Investments “Investment Consultants Directory: 2020”. Available at: https://researchcenter.pionline.com/v3/rankings/consultant/datatable