Category: Outsourcing
How Outsourcing Your CIO Can Drive Investment Performance and Reduce Operational Risk
The challenge of maintaining in-house investment management is growing. Increased client expectations, complex markets, and evolving regulations demand constant attention, making balancing portfolio oversight with business growth difficult. While some RIA firms believe handling investment […]
Top 5 Mistakes RIAs Make When Considering an Outsourced CIO and How To Avoid Them
The role of an Outsourced Chief Investment Officer (OCIO) has become a vital solution for RIAs and IARs looking to scale efficiently. By outsourcing investment management, advisory firms gain access to institutional-grade portfolio management solutions, […]
OCIO Reporting Capabilities: Key Transparency Practices for RIA Firms
Just as clients don’t want to be left in the dark about their investments, the same is true for RIAs and IARs who work with an Outsourced Chief Investment Officer (OCIO). Maintaining a high level […]
Customized Solutions: How Cornerstone Tailors OCIO Investment Strategies for RIAs
A growing trend across many industries that seems here to stay is the increasing client demand for custom, personalized solutions. Cookie-cutter services based on models and templates don’t work like they have in the past. […]
Fostering Growth: Cornerstone’s OCIO Impact on RIA Business Expansion
It’s been said that in business if you’re not growing, you’re shrinking. In the case of financial advisors, growth can be market appreciation or organic. Both are important contributors to the overall well-being of independent […]
Expertise on Demand: Leveraging OCIOs for Advanced Investment Strategies
Investment options have significantly evolved over the past few decades and show no signs of slowing down. As markets grow increasingly complex and new asset classes and sophisticated investment strategies emerge, many RIAs agree that […]
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
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 […]
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 […]
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 […]