The simplified management structure can broaden investment manager inclusion and make it easier to screen holdings and apply portfolio customizations, such as stock exclusions to meet ESG requirements.
Optimize your investment program
Partnering with us can help institutional investors address the many challenges and constraints they face in today's increasingly complex environment.
Talk to salesHOW CAN INVESTMENT MANAGEMENT OUTSOURCING HELP YOU?
OCIO helps you optimize your investment program.
Deepen your resources
Outsourcing your investments to OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.
Deepen your resources
Outsourcing your investments to OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.
Deepen your resources
Outsourcing your investments to OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.
Deepen your resources
Outsourcing your investments to OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.
KEY ASPECTS OF OUR APPROACH
Key aspects of our outsourced CIO approach
Our role: helping you achieve your investment goals.
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.
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 our industry.
Global access
A world of opportunities brought to your door. Our globally-connected network of investment pros searches for the best investments pros 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.
WE'RE HERE TO HELP
If you're considering an outsourcing CIO, we can help you find the right approach for you
No obligation. Let's talk
What set our investment outsourcing approach apart?
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 18+ 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, and with the capability to respond in real-time.
$932B*
global assets under advice
$237.5B**
global assets under management
1980
when our OCIO journey began
#4
global OCIO ranking by assets¹
All data as of December 31, 2023 unless otherwise stated
*As of 6/30/2024
**As of 9/30/2024
AWARDS
Russell Investments has been globally recognized for excellence in the investment industry
We have a proven track record in investment implementation, with scale, client satisfaction, innovative solutions and more than 40 years of experience.
A top global manager of outsourced assets
For the 113th year in a row. Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine's "Outsources-Chief Investments Officer (OCIO) Survey', based on the AUM from its fully discretionary clients (as of December 31, 2023). In 2024, CIO's "OCIO Survery" included 26 firms.
SOLUTIONS
Leading global investment solutions
We are a leading global investment solutions partner for institutional investors, dedicated to improving people's financial security in various ways.
OCIO
Outsourced Chief Investment Officer
Gain the freedom to focus on what matters most to you by reducing your operational burden.
PORTFOLIO
Customize Portfolio Solutions
Access our innovative range of multi-asset products and services to complete your portfolio needs.
STRATEGIES
Funds and Strategies
Explore the many recent articles our experts have written on the tax-management topic.
CONSULTING
Investment Consulting
See how we provide strategic guidance, grounded in decades of experience for the world’s most demanding investors.
RECENT INSIGHTS
RECENT RESEARCH
Insights
Research
Our experts work hard to solve the complex issues our clients encounter.
Our collection of research shows our dedication to solving complex investment problems.
Private Markets Playbook: Positioning for a New Reality
How to spot opportunities and gain exposure to private investments without taking on too much risk.
Read the articleEye on private credit
Understanding the basics and beyond
With a robust supply of asset-based investments, the private credit market has grown to over $5T dollars and is anticipated to be worth nearly $8T by 2027, driven by structural shifts in the lending environment.
Start exploringOutsourced CIO
The Right OCIO Can Cure Insomnia in Restless Markets
Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.
Read the articleFrequently asked questions
A central management approach creates operational efficiencies and gives daily visibility and control of the aggregate portfolio back to the client, enabling more informed and quicker decisions. All in a single account.
Consolidating all active trade ideas on one platform with an overseeing manager results in fewer transactions and the avoidance of trades that are deemed immaterial at the total portfolio level; therefore, reducing transaction costs and performance drag.
Partner with us
Get in touch with us through this form, and we'll reach out to you.