Category: Outsourcing
TAMP vs. OCIO – What Is The Best Option For Your Financial Advisory Firm?
Going all the way back to the 1980’s, financial advisors outsourced money management to mutual fund families and Separate Account Managers (SAMs). This strategy created a pooled account option and an individual portfolio management option […]
Top 20 Questions Financial Advisors Should Ask OCIO Candidates For Their RIAs
Let’s assume you have decided to take money management in-house and you are considering bringing on an Outsourced Chief Investment Officer (OCIO) to manage your clients’ portfolios. We know this is a critical decision for […]
Can Outsourced Investment Management Help Advisory Firms Close More Prospects?
If you’ve ever found yourself thinking, “If we could just grow our client base…” you may not be as out-of-luck as you think. The key may simply be outsourcing your CIO. What Are OIM’s Advantages? […]
Why Should I Hire an Outsourced Chief Investment Officer?
A good chief investment officer can benefit you in multiple ways. That’s why they rarely come cheap. The question is: Do you have the funds to bring one onto your staff? On top of their […]
How Can RIAs Determine the Quality of Outsourced Chief Investment Officers (OCIOs)?
When RIAs outsource investment management to CIOs, they want professionals who add substantial value to their firms. We believe that merit is more than their ability to provide superior portfolio management services. In our opinion, […]
Why Are More Advisors Partnering With Outsourced Chief Investment Officers?
Increased investment complexity and easier hiring processes spurred significant growth last year for the global OCIO industry. From 2016 to 2021, it increased from $1.29 trillion in assets under administration (AUA) to $2.46 trillion. Chestnut […]
Accelerate the Growth of Your RIA in 2022 with an Outsourced Chief Investment Officer
Let’s make a few assumptions about your RIA for 2022. Let’s assume your number one priority is to make 2022 a break-out year for new clients, assets, and revenues. You know there is a good […]
Why We Believe More RIAs Outsource to a Chief Investment Officer in 2022
Some RIAs have Chief Investment Officers (CIOs) and some don’t. In general, it is the larger firms that can afford the expense of in house CIO employees (Salary, bonuses, benefits, taxes, support, stock options). Smaller […]
Everything You Need to Know About Outsourcing Investment Research
Outsourcing investment research can revolutionize your business. In fact, if you’re a Registered Investment Advisor (RIA), you probably have a lot on your plate. And because the past two years have been particularly volatile, managing […]
12 Reasons Why RIAs Are Moving to an Outsourced CIO Model
Successful investment advisors can be faced with two major decisions that will have a major impact on the future of their businesses. First, who makes investment decisions for their clients’ assets. And second, how do […]