OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO)

Optimize your investment program with OCIO.

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How can investment management outsourcing help you?

Partnering with an OCIO firm can help institutional investors address the many challenges and constraints they face in today's increasingly complex environment.

Deepen your resources.

Outsourcing your investments to an OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.

Respond more rapidly in a crisis.

An OCIO partnership ensures your investment portfolio is monitored around the clock and can respond rapidly in a crisis helping manage your risk.

Lower your investment costs.

OCIOs can use their scale, leveraging in-house capabilities at cost and negotiating more competitive sub-manager rates.

Improve access to the best ideas.

The right partner can provide investment advice to help you explore and access a wider range of investment opportunities.

KEY ASPECTS OF OUR OUTSOURCED CIO APPROACH

Our role: helping you achieve your investment goals. Period.

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Uniquely
yours.

We don't take a cookie-cutter approach with your investment program. We take the time to understand you, your challenges, and your beliefs so we can provide a tailored solution that meets your needs.

 

In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.¹

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Industry
expertise.

This isn't our first rodeo. Your dedicated team will include seasoned professionals who have helped organizations like yours achieve their investment goals. They'll hit the ground running with a deep understanding of the investment challenges faced by your industry.

 

Our investment professionals have an average of 19 years industry experience with specialist CIO outsourcing expertise in DB, DC, non-profit and healthcare.

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Global
access.

A world of opportunities brought to your door. Our globally-connected network of investment professionals searches for the best investments and puts them to work for you. Every specialist integrates with our global investment platform, drawing on sophisticated modeling tools and years of research and expertise.

 

Our global platform manages over $326 billion in assets and guides $1.2 trillion²—in assets on behalf of investors all around the world.

WE'RE HERE TO HELP

If you're considering an outsourced CIO, we can help you find the right approach for you.

No obligation. Let's talk.

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WHAT SETS OUR INVESTMENT OUTSOURCING APPROACH APART

Fundamentally OCIO.

OCIO is what we do. The core focus of our global institutional investment business. We have been honing our craft for more than 40 years, a level of commitment unmatched by any other organization. Every capability we have developed was solely designed to help our clients, people like you, reach their goals.

Public & private mastery

There is a world of opportunities well beyond those listed on public markets. Unlike other firms, we bring a mastery across both public and private assets leveraging our strategic partnerships and capabilities to ensure you have full access. As well as the technology to see how it all comes together with aggregated exposures and risks.

Team synergy

Any investment program is fundamentally a team effort. More important than the team's size is the team's cohesion, the investment experience, and the experience of working together. Our investment professionals bring 19+ years in the industry and average more than a decade working together.

Total portfolio intelligence

Knowing your exposure is the critical first step in any crisis. Yet, many competitors fall at the first hurdle, struggling to aggregate positions from multiple underlying managers. In contrast, we know how you are positioned, and so will you with complete transparency across your entire investment portfolio, from strategy-level to security-level, and with the capability to respond in real-time.

$1.2t
assets under advice²

$326b
assets under management

1980
when our journey began outsourcing CIO

#7
global OCIO ranking by assets³

WHO WE HELP

Locally, we provide CIO outsourcing services to organizations of all sizes, specializing in four key areas.

Our expertise and experience help defined benefit plan sponsors and their pension plans tackle funding and volatility issues, pension risk transfer strategies, and more – always linking the investment strategy to the organizational goals.

We help defined contribution plans with their fiduciary responsibilities to employ best practices in plan design, investments, and implementation – because we understand the savings of real individuals is at stake.

We help non-profits support their mission by providing strategic investment advice, governance, implementation, and administration—all to achieve and maintain spending goals.

Our specialists understand the unique challenges hospitals and healthcare systems face when managing long-term and operating pools; pensions and retirement savings plans; foundation and insurance assets.

Related resources

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If you're just learning what it’s all about, we have the fundamentals of outsourcing CIO to help broaden your understanding.

Thumbnail image of Some Do Some, Few Do All research by Russell Investments

In our view, OCIOs that can do it all make better partners. Learn why.

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A Request For Proposal Builder helps ensure you ask the right questions when searching for the ideal partner.

What's next

We'd love to talk.

Lisa Schneider

Please reach out to me directly through this form.

Lisa Schneider, CFA

Managing Director,
Head of Client Solutions

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

All data as of March 31, 2022 unless otherwise stated.

¹In a 2019 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 As of December 31, 2021.

³ Source: Pensions & Investments, “Special report: CIO Outsourcing - Investment outsourcing 2022”, Issue date: July 4, 2022. Available at: https://www.pionline.com/OCIO2022. Russell Investments was globally ranked 7th among leading institutional OCIO managers based on outsourced assets under management (AUM) from 55 firms in the July 2022 Pensions & Investments’ annual survey of OCIO managers. Our OCIO solutions have $175.9 billion in institutional outsourced AUM (as of March 31, 2022) around the globe. Pensions & Investments delivers news, research, and analysis to the institutional investment market.