A tailored fiduciary management approach to help you reach your unique investment goals.
Ideally suited to pension schemes focused on investment governance and fiduciary oversight.
HOW CAN RUSSELL INVESTMENTS iFM HELP YOU?
How can fiduciary management get you closer to achieving your investment goals?
If your board meets quarterly, you may have as little as 16 hours per YEAR to collectively make investment decisions. Best-in-class specialist fiduciary management providers will help you delegate effectively, ensuring your governance structure is robust and aligned to your needs. You can focus on the decisions that matter and maintain oversight across your entire investment programme.
Tailoring the solution to your needs
Every organisation is unique - with their own goals, circumstances, values and beliefs. That’s why the best fiduciary management providers 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.
Specialist fiduciary management providers can help reduce your overall costs, using their scale to negotiate more competitive rates with sub-managers and pooling your assets with other organizations. The leading fiduciary management providers can further optimize your portfolio to your fee budget - drawing on active, factor-based and passive strategies for a holistic solution.
Reduced strain on your resources
Keeping pace with continually evolving markets, regulatory obligations, multiple providers and endless administrative tasks can place a significant strain on you and your team. The right fiduciary management specialist adds additional depth to your team, providing the support you need within a level of discretion that suits you.
Markets change daily. That’s why annual or quarterly investment meetings are simply inadequate in today’s fast-paced environment. Leading fiduciary management providers operate globally, dynamically monitoring and managing your investments day and night.
Improved access to best opportunities
A fiduciary management specialist can help you cost effectively access the investment expertise you need. The best fiduciary management providers go well beyond in-house strategies, extensively researching and rating thousands of investment managers and opportunities to find those ideally suited to your portfolio.
KEY ASPECTS OF OUR FIDUCIARY APPROACH
Our role: helping you achieve your investment goals.
We dedicate time to listen first and to truly understand your scheme’s unique ‘fingerprint’ - your challenges, your beliefs and your needs. This helps ensure our solution is tailored to your goals.
Your fiduciary management team includes specialists with years of experience helping organisations like yours achieve their investment goals. With the ability to evolve your portfolio in real time, they’ll hit the ground running with a deep understanding of the investment challenges faced by your scheme.
You should expect nothing less than full transparency. In order to make effective decisions, we believe all trustees should have access to accurate and fresh data about their investments. Our fiduciary management team monitors funding levels in real time, giving you full transparency of the underlying holdings and associated risks.
Ready to get started?
You have investment challenges that we can help solve. We’re helping all kinds of clients all over the world with these challenges, and we’d love to help you too.
WHAT SETS US APART
We are global fiduciary management solution specialists.
A part of your team.
Trust, responsiveness and teamwork matters. Our clients agree, ranking our client service ahead of any other provider in a recent independent survey. ¹
This is what we do.
Named as the OCIO of the year for 2020 ² our uncompromising focus has helped us grow into the 3rd largest OCIO provider ³.
Honed over more than 50 years, every aspect of our global platform is uncompromisingly focused on helping investors achieve their goals.
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 As of December 2019
³ Source: Pensions & Investments, "Special report: CIO Outsourcing: OCIO growth assisted by volatile times", Issue date: 29 June 2020. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable
This webpage contains marketing material about our fiduciary management service. It does not represent impartial advice on this service. In certain cases, you are required to conduct a competitive tender process prior to appointing a fiduciary manager. Guidance on running a tender process is available from the Pensions Regulator.
Any opinion expressed, 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.
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