Helping you align your investment program with your mission
For more than 30 years, Russell has provided investment advice and management services to non-profit organizations. Our collaborative experience with clients gives us a solid understanding of, and appreciation for the challenges you face in balancing your public interest activities with the preservation and distribution of assets. To learn more, visit our non-profit website.
We offer a wide range of services and products
Our influence over large pools of capital provides access to some of the best money managers in the world and helps ensure we have the information we need to thoroughly evaluate a manager's people, processes and performance.
Our investment management services blend Russell researched high-ranked managers with complementary styles into competitively priced, broadly diversified portfolios. Our traditional fixed income and equity offerings include a variety of institutional funds. We can also review managers' business, operational and compliance risks.
If you are looking for broader portfolio diversification, we also offer real estate, private capital and infrastructure investments.
Our program administration team can help you manage complex and time-consuming accounting and administrative tasks, including transaction processing, cash management, securities gift processing, and donor recordkeeping services.
To help with manager transitions, overlay services, currency management and commission management.
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.