How can Investment outsourcing help you?
What are the ways outsourced investment management helps get you closer to achieving your goals?
If your board meets quarterly, you may have as little as 16 hours per YEAR to collectively make investment decisions. Best-in-class outsourced CIOs 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 leading outsourced CIOs 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.
Global investment managers can help reduce your overall costs, using their scale to negotiate more competitive rates with sub-managers and pooling your assets with other organizations. Full-service outsourced CIOs 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. Outsourcing CIO will add 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. Global investment management firms, around the clock, dynamically monitoring and managing your investments day and night.
Improved access to best opportunities
Outsourced investment management can help you cost-effectively access the specialist investment expertise you need. The best 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 TO OCIO
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 19 years industry experience with specialist expertise in DB, DC, non-profit and healthcare.²
Today, our global platform is substantial, managing more than $320 billion ³—and guiding $2.5 trillion ⁴—in assets on behalf of investors all around the world.
EXAMPLES OF HOW WE HAVE HELPED
Locally, we work with organizations of all sizes.
THE EVOLUTION OF OCIO
The Outsourced Chief Investment Officer (OCIO) model continues to evolve, having proved its mettle during the turmoil of the pandemic.
As sponsors of the recent Pension & Investments' Evolution of OCIO Conference, Russell Investments' CIO, Kate El-Hillow and Managing Director, Rob Cittadini comment on the changes and sentiment in the outsourcing landscape.
WHAT SETS OUR INVESTMENT PROGRAM APART
We are global 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 one of the top 10 largest consultants7 —in the world.
Honed over more than 50 years, every aspect of our global platform is uncompromisingly focused on helping investors achieve their goals.
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.Learn more here
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 December 31, 2020 unless otherwise stated.
³ As of December 31, 2020.
⁴ As of June 30, 2020.
⁵ Russell Investments was named the winner of the 2020 Pension Bridge Institutional Asset Management Awards for providing exceptional OCIO services to our valued clients.
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: 2020”. Available at: https://researchcenter.pionline.com/v3/rankings/consultant/datatable