INTRODUCING OUTSOURCED CIO (OCIO)
OCIO. A tailored approach to help you reach your unique investment goals.
Ideally suited to organizations focused on investment governance and fiduciary oversight.Contact us to get started
How can OCIO help you?
How can holistic OCIO get you closer to achieving your investment goals?
If your board meets quarterly, you may have as little as 16 hours per YEAR to collectively make investment decisions. Best-in-class specialist OCIO providers will help you delegate effectively, ensuring your governance structure is robust and aligned to your needs. You can focus on the decisions that matter and maintain oversight across your entire investment program.
Tailoring the solution to your needs
Every organization is unique—with their own goals, circumstances, values and beliefs. That’s why the best OCIO providers must have the flexibility and tools to precisely align to these needs—improving the likelihood of achieving your goals, without compromising your values or beliefs.
Specialist OCIO providers can help reduce your overall costs, using their scale to negotiate more competitive rates with sub-managers and pooling your assets with other organizations. The leading OCIO providers can further optimize your portfolio to your fee budget—drawing on active, factor-based and passive strategies for a holistic solution.
Reduced strain on your resources
Keeping pace with continually evolving markets, regulatory obligations, multiple providers and endless administrative tasks can place a significant strain on you and your team. The right OCIO specialist adds additional depth to your team, providing the support you need within a level of discretion that suits you.
Markets change daily. That’s why annual or quarterly investment meetings are simply inadequate in today’s fast-paced environment. Leading OCIO providers operate globally, dynamically monitoring and managing your investments day and night.
Improved access to best opportunities
An OCIO specialist can help you cost effectively access the specialist investment expertise you need. The best OCIO providers go well beyond in-house strategies, extensively researching and rating thousands of investment managers and opportunities to find those ideally suited to your portfolio.
KEY ASPECTS OF OUR APPROACH
Our role: helping you achieve your investment goals. Period.
In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.¹
Our investment professionals bring an average of 17 years industry experience with specialist expertise in DB, DC, non-profit and healthcare.²
Today, our global platform is substantial, managing more than $280 billion ³—and guiding $2.5 trillion ⁴—in assets on behalf of investors all around the world.
Ready to get started?
You have investment challenges that OCIO can solve. We’re helping all kinds of clients all over the world with these challenges, and we’d love to help you too.
EXAMPLES OF HOW WE HAVE HELPED
Locally, we work in an OCIO capacity with organizations of all sizes.
WHAT SETS US APART
We are global OCIO specialists.
A part of your team.
Trust, responsiveness and teamwork matters. Our clients agree, ranking our client service ahead of any other provider in a recent independent survey.
This is what we do.
Named as the OCIO of the year for 2020 ⁵, our uncompromising focus has helped us grow into the 3rd largest OCIO provider ⁶—and the 5th largest consultant ⁷—in the world.
Global OCIO horsepower.
Honed over more than 50 years, every aspect of our global platform is uncompromisingly focused on helping investors achieve their goals.
We care about your privacy. Your information is never shared.
We know you've got a lot on your plate. With this in mind, we have created a series of handbooks—tailored to DB, DC, Healthcare and Non-Profit—stepping through the key stages every fiduciary should consider.Request handbooks
Build an RFP
If you are in the process of reviewing your current approach, our Request For Proposal tool can ensure you ask the right questions when searching for the provider best suited to you.
¹ In a recent study conducted by Chatham Partners, Russell Investments significantly outperformed peers in multiple client service metrics. Firms included in the Chatham proprietary investment management benchmark: AllianzGI, Blackrock, BNY Mellon, Bridgewater Associates, Capital Guardian/ Capital Research, Dimensional Fund Advisors, Dodge & Cox, Goldman Sachs, GMO, J.P. Morgan, Loomis Sayles & Company, MFS Investment Management, Neuberger Berman, NTGI, Parametric, PIMCO, State Street, T. Rowe Price, Vanguard, Wellington, and Wells Capital Mgmt.
² All data as at June 30, 2020 unless otherwise stated.
³ 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.
⁴ As of June 2020.
⁵ As of December 2019.
⁶ Source: Pensions & Investments, "Special report: CIO Outsourcing: OCIO growth assisted by volatile times", Issue date: June 29, 2020. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable
⁷ Source: Pensions & Investments, "Investment Consultants Directory: 2019". Available at: https://researchcenter.pionline.com/rankings/consultant/datatable.