OCIO INSIGHTS
A dedicated resource for OCIO search consultants
BUSINESS SNAPSHOT
Our latest U.S. AUM and client data as of 3/31/2022
|
LONGEST CURRENT CLIENT |
AVERAGE RELATIONSHIP |
# OF CLIENTS* |
TOTAL AUM |
AVERAGE AUM |
MEDIAN AUM |
|
| U.S. Defined Benefit | 1981 | 14.9 years | 78 | $33.0 B | $603 M | $206 M |
| U.S. Defined Contribution | 1982 | 18.1 years | 26 | $8.1 B | $523 M | $81 M |
| U.S. Non-Profit & Healthcare | 1983 | 11.0 years | 40 | $25.6 B | $640 M | $122 M |
AUM and client counts as of 3/31/2022. *Not exclusive.
Russell Investments at-a-glance
Client case study:
Strategic advice - Focus on funded status to improve results
We work closely with our corporate Defined Benefit clients to help improve or preserve funded status and manage volatility while reducing interest rate risk. For one particular client, our strategic advice resulted in millions of additional plan assets and an improvement in funded status when compared to their previous asset allocation.
How were these results achieved? Learn more about our diversified approach and the 2022 outlook by reading this client's story.
Samantha Foster
New endowment expert hired
We have recently hired Samantha Foster as managing director of non-profit OCIO solutions. Foster joined the firm from the University of Southern California (USC) endowment, where she spent ten years as Managing Director in the Investment Office.
Having overseen $2 billion in assets for one of the top endowments in the U.S., Foster has deep expertise in the unique needs of non-profit institutions, including investing across asset classes, risk, asset allocation, and operations management. Foster also oversaw the pension plan and charitable trust investments.
Resources for your clients
Curated resources developed for use with your clients
Outsourced CIO (OCIO)
An OCIO partner can elevate your investment program
With rising costs and labor shortages, find out how these four must-haves in a skilled outsourced chief investment officer provider can help improve investment programs for clients with limited resources and bandwidth.
What is OCIO, and what an organization needs to know
A webpage filled with resources and information on how OCIO outsourcing can help an organization deepen their resources, respond rapidly in a crisis, lower investment costs, and more.
OCIO investment outsourcing guide
Tools and practical advice to help your clients determine the right investment model for their organization.
Defined benefit
A corporate pension finance handbook
The challenge of efficiently managing a pension plan continues to grow for your clients, and simple, practical guidance is more valuable than ever. Our updated fourth edition addresses significant new developments.
The investment and management of frozen pension plans
Our frozen plan handbook, which is designed as a simple, illustrative guide for your clients who have already frozen–or are considering freezing–their pension plans may help in their decision-making.
Healthcare systems
Healthcare fiduciary's guidebook
This guidebook helps manage the complexity surrounding a healthcare fiduciary's investment programs and ensure alignment with an organization's financial goals.
Defined contribution
A defined contribution retirement plan handbook
The challenges for clients managing a DC plan continue to become more complex. Our third edition to addresses this continued evolution.
Non-profit
The non-profit fiduciaries' guide
A guide for effectively managing an investment program and meet mission-driven goals—whether as part of discussions with a non-profit fiduciaries' current investment committee or board, or as staff or new committee members are onboarded.
The non-profit investment outsourcing guide
Provides practical advice, planning tools and best practice information to help your clients successfully fulfill their non-profit fiduciary responsibilities.
Helpful links
Previously featured articles
- Q1 2022: 10x10 report: Part 3: Investors' Methods for Seeking Returns
- Q4 2021: 10x10 reports: Part 1 & 2
- Q3 2021: Responsible Investing roadmap
- Q2 2021: Client case study: Adding ESG to a DC plan menu
- Q1 2021: OCIO: Thinking like a fiduciary
- Q4 2020: Some do some, few do all
- Q3 2020: Non-profit spending options
- Q2 2020: What happened? An insomniac's guide to OCIO
- Q1 2020: Confessions of a former CIO: Aren't you already outsourced? (Part 2)
- Q4 2019: Confessions of a former CIO... on OCIO (Part 1)
- Q3 2019: The fee challenge
Economic and market insights
Webinars and recordings
Solutions and capabilities
LET'S CONNECT
We'd love to talk.
Jeremy Freise
REGIONAL DIRECTOR
U.S. CONSULTANT RELATIONS
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