Strategic research & insights for non-profits

A private research university with an investment program exceeding $15 billion serves over 30,000 students. This investment program is composed of three distinct pools. To enhance returns while controlling costs, the investment team sought to broaden their toolkit and improve the efficiency of portfolio construction.

A large public university with an endowment exceeding $10 billion in total assets. The client is responsible for multiple investment programs, including short, mid, and long-term investment pools.

Their partnership with Russell Investments commenced in 2016, with an initial assignment focused on currency overlays. Over time, this relationship has evolved to include various client-directed exposures, which has allowed them to manage their portfolio with more precision and cost effectiveness.

 

A public university foundation with a $100 million endowment is looking to improve its investment program by working with an OCIO provider to enhance investment solutions and free up staff resources. They also plan to shift the investment portfolio towards responsible investing goals without sacrificing financial returns.

 

The donor-funded foundation with over 300 separate funds needed a way to allow donors to direct their investments and alleviate the administrative burden on staff. Learn how we helped them better serve their community.

This non-profit association provides voluntary professional services to a 400,000-strong member base. It has over 35 investment sub-accounts, each with its own account setup, asset allocation, reporting, and monitoring requirements. The association was keen to work with an investment provider who could help it better manage its investment program across the multiple sub-accounts and reduce its administrative burden so its staff could focus on mission-driven activities.

A donor-funded foundation managing over $4 billion teamed up with Russell Investments to help better meet its investment objectives through a three-pronged solution. This approach helped the foundation address the multiple challenges it was facing.


 

A large university has an endowment over $18 billion, with more than 7,000 individual funds designated by donors. The majority of the endowment's payout supports financial aid, providing over $200 million in need-based scholarships for undergraduates in the 2023-24 academic year. The investment team manages a diversified portfolio, with staff focusing on public/private equities and a multi-strategy portfolio of fixed income and cash.