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More about the author: Thomas Balis

Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst® (CFA®) designation as well as the Accredited Portfolio Management Advisor (APMA®) and Chartered Mutual Fund Counselor (CMFC®) certifications.
The OCIO’s Role in Supporting RIA Portfolio Protection Strategies

The OCIO’s Role in Supporting RIA Portfolio Protection Strategies

In recent years, market volatility has surged due to geopolitical uncertainties, economic policy shifts, and the rapid spread of information through 24-hour news applications. Volatile markets and uncertain times can make your clients anxious, which […]
Enhance Client Confidence in Uncertain Times With an OCIO Partner

Enhance Client Confidence in Uncertain Times With an OCIO Partner

Investor confidence often takes a hit when uncertain economic conditions and market volatility spikes. This can then drive them to contact you with questions, concerns, and reassurances.  As investment professionals, you have to consume a […]
An OCIO’s View on Global Economic Trends & Their Impact on Investments

An OCIO’s View on Global Economic Trends & Their Impact on Investments

Let’s be honest: it’s easy to feel overwhelmed by the 24-hour global economic news cycle. As an RIA/IAR, keeping up with US investment trends and managing your day-to-day workload is a full-time job, let alone […]
Technology and Data Analytics in Investment Management: The OCIO Edge

Technology and Data Analytics in Investment Management: The OCIO Edge

Technology’s role in investment management is not a fad; it’s a fundamental shift.  It’s amazing how fast technology has evolved over the past few years, especially for the financial services industry.  Consider how the integration […]
How OCIOs Combat Market Volatility With Adaptive Investment Strategies

How OCIOs Combat Market Volatility With Adaptive Investment Strategies

As an independent RIA/IAR owner of a financial advisory firm, do you often juggle multiple tasks while serving your clients? Do you feel like you’re constantly putting out fires whenever there is significant market volatility? […]
Strategic Asset Allocation: How an OCIO Contributes to RIAs Success

Strategic Asset Allocation: How an OCIO Contributes to RIAs Success

Today’s blog will explore why strategic asset allocation best suits clients with long-term investment goals. Unlike its counterpart, tactical asset allocation, this approach emphasizes a disciplined, long-term perspective. It sets a framework that guides portfolio […]
Risk Management Strategies: The Role of an OCIO

Risk Management Strategies: The Role of an OCIO

When market downturns occur, your clients may feel uneasy or concerned about their assets.  It’s normal. The trickle-down effect on your RIA/IAR is added pressure to meet client expectations and calm their fears.   So, the […]
Emerging Trends in Outsourced CIO Services

Emerging Trends in Outsourced CIO Services

If you’re considering outsourcing all or part of your investment research and portfolio management duties to an OCIO (Outsourced Chief Investment Officer) provider in 2024, this article is written for you.   2024 could be volatile […]
Why Partner with Cornerstone Portfolio Research for OCIO Services?

Why Partner with Cornerstone Portfolio Research for OCIO Services?

2024 is here, and you may be looking for ways to improve the quality of your independent RIA/IAR investment services. When we look at the marketplace you compete in, several types of pressure could cause […]
7 Ways to Measure the Success of Your Outsourced CIO Partnership

7 Ways to Measure the Success of Your Outsourced CIO Partnership

Are you part of the growing trend among independent RIAs and IARs partnering with  OCIOs (Outsourced Chief Investment Officers) to improve the quality of their investment-related services?  The true test of your OCIO partnership lies […]