Steps in a well-managed investment program

The fiduciary roadmap lays out the steps a prudent investor should take—and delegate—in running their portfolio. What can make or break an organization’s investment success is its ability to execute all of the steps on the fiduciary roadmap well. This has led many fiduciaries to delegate aspects of their investment programs to an outsourced chief investment officer (OCIO) provider.

Russell Investments has written about the fiduciary roadmap for decades, and we have seen it evolve significantly over time. In this article, we revisit the roadmap from a non-profit investor's perspective and share how, in partnership with an OCIO, fiduciaries can successfully manage their investment programs in a volatile, ever-changing market environment.

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