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Category: Outsourcing

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 […]
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 […]
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 […]
Maximizing RIA Firm Success: The Role of an Outsourced CIO Explained

Maximizing RIA Firm Success: The Role of an Outsourced CIO Explained

What is an outsourced CIO, and why does this role matter so much for independent RIA and IAR financial advisory firms? A Chief Investment Officer (OCIO) firm provides investment research and portfolio management services to […]
How to Integrate an Outsource CIO into Your Investment Process

How to Integrate an Outsource CIO into Your Investment Process

The time may be coming when you make a strategic decision to engage the services of an OCIO (Outsource Chief Investment Officer). It can make a lot of sense: You can expand the range of […]
Financial Advisors: Explore OCIO Research That Improves Client Results

Financial Advisors: Explore OCIO Research That Improves Client Results

If you’re an independent RIA/IAR firm contemplating a better way to manage your clients’ portfolios, you’re not alone.  Many financial advisory firm owners seek ways to streamline their operations and produce better client results in […]