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.
Contact usWHO WE HELP
Locally, we provide CIO outsourcing services to organizations of all sizes, specializing in four key areas
Defined benefit plans
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.
Defined contribution plans
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.
Healthcare systems
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.
Non-profit organizations
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.
HOW 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.
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
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 sets 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.
$906B
Global assets under advice
$354.8b
Global assets under management
1980
When our OCIO journey began
#4
Global OCIO ranking by assets¹
Global AUA as of 12/31/2024
Global AUM As of 3/31/2025
1 For the 13th year in a row, Russell Investments was ranked as a top global manager of institutional outsourced assets in CIO Magazine’s “Outsourced-Chief Investments Officer (OCIO) Survey,” based on the AUM from its fully discretionary clients (as of December 31, 2023). Notably, in CIO’s “2024 OCIO Survey,” which included 26 firms, Russell Investments placed first among the global managers in Healthcare and in the top 10 for Defined Benefit and 401(k), 403(b) or other DC outsourced assets.
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 13th 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.
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