OCIO Insights

Dedicated resource for OCIO search consultants

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BUSINESS SNAPSHOT

Our latest U.S. AUM and client data as of 12/31/2021 and our updated at-a-glance created for you.

  CURRENT
CLIENT
AVERAGE
RELATIONSHIP

# OF CLIENTS
TOTAL
AUM
AVERAGE
AUM
MEDIAN
AUM
U.S. Defined Benefit 1981 14.9 years 82 $37.1 B $620 M $223 M
U.S. Defined Contribution 1982 17.7 years 26 $10.1 B $643 M $84 M
U.S. Non-Profit & Healthcare 1983 10.6 years 41 $26.2 B $639 M $120 M
 

AUM and client counts as of 12/31/2021. *Not exclusive.

Russell Investments at-a-glance

Insider insights

10x10 report with Cerulli Associates

What do you get when you bring together the perspectives of some of the world's largest and most successful asset owners and asset management firms?

You get an insightful conversation about their areas of greatest interest and topics of utmost concern - the themes that will shape institutional investing in the years to come. Whether the opinions of asset owners and asset managers align or contrast, the conversations highlight the complexity of the issues at hand and the value of collective wisdom in finding a way forward.

Read parts 1 and 2 in this 3-report series.

Part 1: Diversity & Inclusion

How is diversity and inclusion (D&I) success defined and how are asset owners achieving it? And how are investors evaluating asset managers for D&I?

Diversity findings

Part 2: Climate Change Investing

Why is climate change a priority for some organizations and managers more than others? What is driving progress and innovation? What’s preventing it?

Climate findings

Part 3: Investors' Methods for Seeking Returns

What are asset managers and asset owners doing to generate alpha in a low-return environment? How large of a role will alternatives play in portfolios? What impact has downward fee pressure put on both asset manager and asset owners?

Seeking returns

2022 global market outlook

The great moderation

We believe global growth will be slower in 2022 than 2021, but still above trend. Amid this backdrop, we think equities should outperform bonds. In addition, while inflation has yet to peak, we believe it will likely decline over the year. As a result, we expect any tightening by central banks in 2022 will be modest.

In the U.S., we believe maximum employment—or an unemployment rate of 4%—isn’t likely until the end of 2022. In our view, this means that Fed rate hikes are unlikely before 2023.

Read the forecast

A vintage hi-fi stereo

A DIGITAL MAGAZINE FOR INSTITUTIONAL INVESTORS

A different kind of magazine. One aimed at your issues.

Speaking Frankly™ shares our latest research and insights, aimed precisely at the toughest investment challenges faced by organizations like yours. and in the spirit of our founder, Frank Russell, our focus, as always, is on your needs.

Speaking Frankly™ is a trademark of Russell Investments Group, LLC.

Speaking Frankly cover

Recognitions

We receive many awards, but the greatest recognition is a satisfied client.

Pension Bridge Institutional Asset Management Award logo

2020 OCIO of the Year

Russell Investments was named the winner of "OCIO of the Year" at the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients. Scoring criteria for this category included our successful implementation of our sustainable investment strategy for OCIO clients and our position as one of the world's largest OCIO providers. Agility, Goldman Sachs Asset Management, Meketa Investment Group and SEI were other finalists competing for this award.

A Top Global Manager of OCIO Assets

For the 10th 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.

Notably, in CIO's "2021 OCIO Survey," which included 47 firms, Russell Investments placed among the top five global managers in Defined benefit, Healthcare, and 401(k), 403(b) or other DC outsourced assets.

Contact us today

Mike Reardon

DIRECTOR
U.S. CONSULTANT RELATIONS

212-702-7849

Jeremy Freise

REGIONAL DIRECTOR
U.S. CONSULTANT RELATIONS

206-505-3913