HOW CAN RUSSELL INVESTMENTS iFM HELP YOU?

How can fiduciary management get you closer to achieving your investment goals?

KEY ASPECTS OF OUR FIDUCIARY APPROACH

Our role: helping you achieve your investment goals.

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Uniquely
yours.

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

Learn how we listen to understand

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Industry
expertise.

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.

Learn how we respond in real-time

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Global
access.

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.

Learn how we provide full transparency

The big interview: National Grid UK Pension Scheme tells Professional Pensions all about their new partnership with Russell Investments.

National Grid UK Pension Scheme partnership

Read the interview

WHAT SETS US APART

We are global fiduciary management solution specialists.

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A part of your team.

We are not an arms-length fiduciary service provider. Big or small, we are on this journey with you, working tirelessly to become an integral member 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

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This is what we do.

We began working in a fiduciary capacity in 1980. Today, fiduciary management forms the core of our global business.

Named as the OCIO of the year for 2020 ² our uncompromising focus has helped us grow into the 3rd largest OCIO provider ³.

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Global horsepower.

Our global investment platform fully integrates the full complement of capabilities necessary for any fiduciary management mandate.

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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We'd love to talk.

Sasha Mandich

Please reach out to me directly or request a call back with the form.

Carolyn Tsalos

DIRECTOR

020 7024 6085

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Introduction to FM

Adopting fiduciary management can provide you with greater control of your investments, whilst gaining transparency of fees and more detailed reporting at the total portfolio level.

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The intersection of ESG and Fiduciary Management can provide trustees with a richness of information and specialised strategies.

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Additional insights

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Global Investment Performance Standards for Fiduciary Managers (GIPS): Review our GIPS composite reports