Charities and endowments
Supporting your mission is our priority. We will be with you every step of the way, ensuring that our solutions fit your unique situation.
As your situation evolves we will be there to
adapt with you.
Not enough time to oversee portfolio on a daily basis?
Total investment solutions, bespoke to you.
Outsourced CIO:
Daily oversight of portfolios is best practice, but not practical for many trustees.
We provide that oversight to ensure your portfolios are always positioned as they should be. Understanding your portfolios requires a single cohesive solution.
Tired of manager research and beauty parades?
Multi-manager portfolios embed continual manager research
Fund solutions:
We build multi-manager portfolios designed for asset owners. This allows you to allocate to asset classes, without needing to monitor individual managers.
Our investment team manage manager weights and total exposures, to ensure manager insights are shining through in your portfolio.
Do you have the implementation tool kit needed?
Tools help you manage your risks.
Implementation solutions:
Portfolios are complex and require a comprehensive toolkit at every stage of the
investment process.
Our solutions are specifically designed to solve your needs.
Investment solutions designed with you, not just for you.
As your trusted investment partner, we listen, understand, and implement on your behalf.
Why choose Russell Investments for your charity’s investment partner?
Trust
Trust that your portfolios are being looked after, every single day.
Transparency
Have complete clarity on your investments.
Tailored
Access the flexibility necessary to implement your views in a cost and time efficient manner.
Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Book a free portfolio review now
Fill out the form below to receive a strategic asset allocation review.
You will receive:
- An up-to-date SAA based on your unique circumstances
- A review of portfolio positioning and diversification
- An overview of risk and return drivers
Request your Review
We’d love to help.
Reach out and let’s work through your needs together.
Chris Ellam
ASSOCIATE DIRECTOR,
UK INSTITUTIONAL