Working with Russell Investments as your non-profit outsourced CIO (OCIO) provider

Regardless of the size of your organization, we have the tools and capabilities to implement and manage the right solution for you. We deliver outcome-oriented OCIO solutions that align with your spending needs designed to help grow your portfolio over time.

OCIO solutions tailored with your needs in mind

We have a long track record in both asset management and consulting – giving you the best of both worlds. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution tailored with your specific needs in mind.


OCIO solutions tailored with your needs in mind

Get the best of both worlds utilizing our extensive asset management and consulting track record. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution tailored to your specific needs.

All figures as of 12/31/2021 unless otherwise noted.

Strategic advice

Non-profit assets under management receiving asset allocation and governance advice.

U.S. AUM
$26.2b

Manager research

Continually-researched investment products.

PRODUCTS
8,508

Take a look at our non-profit capabilities brochure to learn how we can help build, implement, and manage the right solution for your non-profit organization.

 

Russell Investments' multi-asset approach is core to what we deliver to our OCIO clients

Multi-asset investing is the process of incorporating exposures to a globally diverse mix of asset classes and dynamically managing those exposures to capture short-term market opportunities and to mitigate risks. We incorporate this approach into every outsourced CIO solution we build for our clients.

The pies below illustrate a typical approach and Russell Investments’ multi-asset approach. We believe this is what makes us a best-in-class solution, a cut above the rest.

For illustrative purposes only.

The "typical" portfolio, shown on the left above, is constructed using single asset class sleeves combined with an additional tactical sleeve bolted onto the portfolio. In this type of portfolio construction, each sleeve is managed separately, and the tactical sleeve is applied without taking into account the current position and risk budget of the managers in each individual asset class sleeve.

In the Russell Investments' multi-asset approach, shown on the right above, the decision about what tactical shifts to make are informed by the underlying holdings of the managers and strategies, plus the risk budget of the total portfolio and the shifts taking place in the market. This approach gives our portfolio managers greater flexibility to adapt the portfolio to short-term market shifts to help retain long-term return potential.

This approach requires the skills of a team of full-time, dedicated, experienced investment professionals and this capability is built into every OCIO solution we offer to our non-profit clients.

Working with Russell Investments as your non-profit outsourced CIO (OCIO) provider

Regardless of the size of your organization, we have the tools and capabilities to implement and manage the right solution for you. We deliver outcome-oriented OCIO solutions that align with your spending needs designed to help grow your portfolio over time.

OCIO solutions tailored with your needs in mind

We have a long track record in both asset management and consulting – giving you the best of both worlds. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution tailored with your specific needs in mind.


Non-profit investment outsourcing guide

Compare providers and learn how to conduct the RFP process to ensure your unique needs are covered.

Our non-profit investment outsourcing guide has tools and practical advice for choosing the model that suits your organization.

Get the guide today

Working with Russell Investments as your non-profit outsourced CIO (OCIO) provider

Regardless of the size of your organization, we have the tools and capabilities to implement and manage the right solution for you. We deliver outcome-oriented OCIO solutions that align with your spending needs designed to help grow your portfolio over time.

OCIO solutions tailored with your needs in mind

We have a long track record in both asset management and consulting – giving you the best of both worlds. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution tailored with your specific needs in mind.


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