Optimise your investment program with fiduciary management
HOW CAN FIDUCIARY MANAGEMENT HELP YOU?
Partnering with a fiduciary manager can help institutional investors address the many challenges and constraints they face in today's increasingly complex environment.
Deepen your resources.
Outsourcing your investments to a fiduciary manager will add depth and continuity, allowing you to focus on the decisions most critical to your organisation.
Respond more rapidly in a crisis.
A fiduciary manager partnership ensures your investment portfolio is monitored around the clock and can respond rapidly in a crisis helping manage your risk.
Lower your investment costs.
Fiduciary managers can use their scale, leveraging in-house capabilities at cost and negotiating more competitive sub-manager rates.
Improve access to the best ideas.
The right partner can provide investment advice to help you explore and access a wider range of investment opportunities.
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.
In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed. 1
This isn't our first rodeo. Your dedicated team will include seasoned professionals who have helped organizations 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 have an average of 19 years industry experience with specialist CIO outsourcing expertise in DB, LGPS and Insurance.
A world of opportunities brought to your door. Our globally-connected network of investment professionals searches for the best investments and puts them to work for you. Every specialist integrates with our global investment platform, drawing on sophisticated modeling tools and years of research and expertise.
Our global platform manages over £246.3 billion in assets and guides £892.5 billion 2 - in assets on behalf of investors all around the world.
WHAT SETS OUR INVESTMENT OUTSOURCING APPROACH APART
Fundamentally Fiduciary Management.
Fiduciary management 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 organisation. 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.
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 19+ 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-level, and with the capability to respond in real-time.
Global Investment Performance Standards for Fiduciary Managers (GIPS): Review our GIPS composite reports
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 2022
3 #2 OCIO globally: For the 11th year in a row, Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine’s “Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2021). In 2022, CIO’s “OCIO Survey” included 45 firms. Available at: https://www.ai-cio.com/surveys/2022-outsourced-chief-investment-officer-survey
Fiduciary Management of the Year
Russell Investments was named the "Fiduciary Management of the Year" winner at the 2022 European Pensions Awards. Chosen among seven finalists in this category, Pensions Age and European Pensions cited, "With reference to impressive case studies, this firm demonstrated how it has boosted client funding levels, won new mandates, heightened its ESG focus, and launched new reporting and online tools."
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 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.
Past performance does not predict future returns.
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.