Outsourcing capabilities for
non-profits
Working with Russell Investments as your non-profit outsourced CIO (OCIO) provider.
Regardless of your organization size, we have the tools and capabilities to implement and manage the right solution for you.
We deliver outcome-oriented OCIO solutions that align with your spending needs, designed to help grow your portfolio over time.
OCIO solutions tailored with your needs in mind
Get the best of both worlds utilizing our extensive asset management and consulting track record. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution tailored to your specific needs.
$28.3 B
U.S. AUM for non-profit and healthcare systems
42
U.S. non-profit and healthcare organizations
15 YRS
Average U.S. client tenure
$327.5 B
Global Assets Under Management
All figures as of 3/31/2024 unless otherwise noted.
The non-profit fiduciaries' guide
Our non-profit digital guide is designed to provide practical advice, planning tools and best practice information to help you successfully fulfill your non-profit fiduciary responsibilities.
Russell Investments' multi-asset approach is core to what we deliver to our OCIO clients.
Multi-asset investing is the process of incorporating exposures to a globally diverse mix of asset classes and dynamically managing those exposures to capture short-term market opportunities and mitigate risks. We integrate this approach into every outsourced CIO solution we build for our clients.
The pies below illustrate a typical approach and Russell Investments' multi-asset approach. We believe this is what makes us a best-in-class solution, a cut above the rest.
Image for illustrative purposes only.
The "typical" portfolio shown is constructed using sleeves for individual asset classes combined with an additional tactical sleeve bolted onto the portfolio. In this type of portfolio construction, each sleeve is managed separately, and the tactical sleeve is applied without considering the managers' current position and risk budget in each asset class sleeve.
In Russell Investments' multi-asset approach shown, the decision about what tactical shifts to make is informed by the underlying holdings of the managers and strategies, plus the risk budget of the total portfolio and the shifts in the market. This approach gives our portfolio managers greater flexibility to adapt the portfolio to short-term market shifts to help retain long-term return potential.
This approach requires the skills of a team of full-time, dedicated and experienced investment professionals, and this capability is built into every OCIO solution we offer to our clients.
What you can expect from your Russell Investments team
You'll have access to a knowledgeable and experienced team focused on helping you achieve your investment goals. Your team will be led by a devoted investment professional serving as your strategic advisor and relationship manager. This person will be responsible for working closely with you to provide you with strategic advice on your governance-level decisions and will then be responsible for ensuring those decisions are implemented appropriately. They will also serve as a conduit to our broader research, investment, and strategist teams – and can pull in talent from across the organization to help ensure you have the right information and resources to effectively meet your spending and return goals.
In addition to your dedicated relationship manager, your team will also work closely with one of our account executives.
On an ongoing basis, your dedicated account executive will manage and oversee all the daily administrative and operational details.
- Custody services
- Secured, online customized client website
- Loan collateral administration
- Audit assistance & regulatory reporting
- Planned giving administration
- Vendor coordination
- Donor accounting & custom donor communications
- Accounting & performance reporting
- Securities gift processing
- Endowment sub-level accounting
You will also have access to a dedicated conversion manager, who will simplify the process of moving assets and vendor relationships from your existing structure to the one you've built with Russell Investments. And you'll benefit from regular thought leadership from our dedicated team of non-profit experts. Together, we work seamlessly with your board, investment or finance committee, and staff to develop and manage a customized investment program designed to meet your unique outcomes.
Compare providers and learn how to conduct the RFP process to ensure your unique needs are covered.
Our non-profit investment outsourcing guide has tools and practical advice for choosing the model that suits your organization.
RESOURCES FOR NON-PROFIT ORGANIZATIONS
Explore in a little more detail
PRIVATE
MARKETS
Private markets present non-profit investors both opportunities and complexities.
Make sure your strategic partner has the depth of platform and a total portfolio approach.
PARTNER
WITH US
Get in touch with us through this form and we'll reach out to you.
Lisa Schneider, CFA
Managing Director,
Head of Client Solutions
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