Investment solutions for large healthcare systems
Strategic solutions designed to maximize your investment program’s return potential, efficiently manage risk, and reduce costs for your health system.
Implementation services for hospital and healthcare fiduciaries
Providing a range of implementation services helping hospital and healthcare fiduciaries manage their asset pools efficiently and cost effectively.
Investment solution choices
ENHANCED PORTFOLIO IMPLEMENTATION
This approach is designed to allow investors to capture the returns of multi-manager portfolios in a central account, helping reduce implementation and custody costs. It also allows investors to easily integrate ESG exposures, restrict select securities, or position the portfolio for specific after-tax outcomes.
Materiality matters: Targeting the ESG issues that can impact performance
Systematic equity strategies and dynamic completion portfolios
These strategies are designed to help you to gain exposure to certain market factors within your investment portfolio to help capture additional returns and mitigate unwanted risks.
Consulting
For almost 50 years, our global network of consultants and research analysts have helped institutional investors maintain efficient and effective investment programs.
Offering:
- Strategic advice customized around your financial goals and asset pools,
- Investment policy refinement and asset class strategy modeling,
- Capital markets insights, asset manager research, and
- Efficient implementation of investment strategies.
Passive exposure management
Through techniques including smart cash equitization, rebalancing, and liquidity management, clients may help minimize implementation slippage and improve risk-adjusted returns.
Active exposure management
We offer informed rebalancing and synthetic mispricing services designed to help clients profit from valuation discrepancies in the markets.
Currency implementation
We act on an agency basis in currency trades, negotiating competitive foreign exchange (FX) rates for clients.
Other implementation services
Transition management
Managing the risks and investment performance of assets in transition is at the core of everything we do and have been doing for nearly 40 years.
Commission management
Since 1969, our commission recapture program has saved clients over $1.3 billion, ($9.5 million in 2017 alone) through effective commission cost management.
A series of simple, illustrative guides
In addition to our Healthcare fiduciary's handbook, you can take advantage of our other handbooks tailored for defined benefit plans, defined contribution plans, and non-profit organizations.
Multi-asset class investment management
Since 1980, we've been researching, recommending, hiring, and managing some of the best asset managers in the world. We make individual manager and strategy recommendations for our consulting and implementation clients and dynamically manage a comprehensive suite of commingled funds comprised of equity, fixed income, multi-asset, and alternative investments used by both our OCIO clients and our custom solutions clients.
As part of a comprehensive solution, we can handle all aspects of performance reporting and administration, as well as trust and custodial services, either on an asset class by asset class basis.
Russell Investments by the numbers
1 As of 9/30/2018
2 As of 9/30/2018
3 As of 6/30/2018
Explore in more detail:
Article: Outsourcing options for healthcare systems
At-a-glance: Russell Investments healthcare systems overview
Handbook: Healthcare fiduciary's handbook
Insight: Five questions for hospital and healthcare fiduciaries to consider
Article: Building a successful investment program in a changing economy