Tag: investment research
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 […]
The Hidden Costs of In-House Investment Management for RIAs in 2025
In 2025, increasing compliance demands, higher client expectations, and fast-paced technological advancements are making in-house investment management more demanding. While some firms believe keeping control over portfolios allows for greater customization, the reality is that […]
Custom Investment Models vs. Cookie-Cutter Approaches: The Key to Differentiation in 2025
Customization has become increasingly popular across various business areas, evolving into a standard practice. This shift is driven by the desire for individuality and the need for tailored solutions that address specific challenges and requirements. […]
Tax-Aware Investment Strategies: How OCIOs Optimize Client Outcomes in 2025
All RIAs know that balancing investment returns with tax consideration is no easy task—it takes skill, strategy, and careful attention. Few things are more frustrating than delivering outstanding performance for a client, only to hear […]
Investment Strategy Expertise: How OCIOs Tailor Asset Allocation for RIAs
Choosing the right money managers is only part of the equation. Monitoring their performance, integrating new asset categories, and continuously adjusting asset allocations—whether tactical or strategic—can be time-consuming and demands constant attention. How do you […]
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. […]
Enhancing Investment Opportunities: How an OCIO Expands Access for RIAs
With new investments and strategies emerging each year, your clients may be interested in evaluating their viability for themselves. However, with client meetings, admin duties, compliance tasks, marketing, and other responsibilities, most RIAs admit they […]
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 […]
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? […]
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 […]