Outsourced
Chief Investment Officer (OCIO)

Choosing the right OCIO partner

OCIO, stands for Outsourced Chief Investment Officer. Or in plain English, Outsource Investment Management. Choosing a strategic partner to handle the full or partial outsourcing of your organization's investment function is a big decision. Here are four questions you should consider before you sign on the dotted line.

The right partner gives you as much control as you want, and removes as much of the burden as you need. In most cases, the key decisions like your long term goals, and your strategic asset allocation remain with you. But manager selection, and day to day risk management, are taken off your plate.

At Russell Investments, we know that every client is unique. Our goal is to literally function as an extension of your business. That's why each client gets a dedicated CIO, a dedicated COO, and a dedicated portfolio manager. This means we can help you with your strategy, handle your back office and reporting operations, and manage risk in your portfolio. Being dynamic when market conditions provide compelling opportunities.

And you? Well, you can keep the control you want, and sleep a little better at night, knowing your Russell Investments team has got your back. Where do your CIO providers interests lie? With you or somewhere else? Make sure you're working with a provider that is fundamentally focused on OCIO. At Russell Investments, OCIO represents 60% of our total firm revenue, and nearly all of our institutional revenue. And that's where we spend our time and talent.

For some of our large key competitors, that OCIO revenue number, may drop as low as 2%. Ask them, if is only 2% of their business, what is their real motivation for working with you? Experience. We've seen some big firms enter the OCIO arena very recently. But just because they're big, doesn't mean they have experience specifically in OCIO.

At Russell Investments, we have over five decades of OCIO experience. And OCIO, has always been our core focus. That means we've helped clients succeed through nearly every imaginable market cycle. Our average client tenure is among the very longest in the industry. And our platform and technology represent years of iterative innovation, driven by addressing the exact problems faced by institutional investors like you. We have a saying at Russell Investments, "some do some, but few do all." We believe, you need a provider who is best in class, in all.

Russell gives you access to both public and private markets through the best managers available. Who can manage your portfolio holistically. We not only design your strategy, but we implement it on a daily basis with top tier, overlay trading, and transition management capabilities. Developing a strategy is just not enough. The right OCIO provider needs to make it work every day. That also means the best back office support. This commitment to successful outcomes and service, may be why at Russell. We have some of the highest client satisfaction scores in the industry.

At Russell Investments, our focus is on your success. It's about allowing you to focus on your organizational mission, while we focus on your investments. Our dedication to OCIO, means that our mission is to help you achieve your objectives. Our commitment to you is fundamental to us, because we are fundamentally OCIO.