Category: Outsourcing
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 […]
Top 5 Tips Why OCIOs Make Independent RIAs More Marketable
Let’s assume you have two choices when it comes to the management of your clients’ assets. Your firm can manage the money or you can outsource this responsibility to an external third party. When you outsource […]