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Tag: OCIO

Tech-Powered Portfolio Management: How OCIOs Leverage Technology To Drive Superior Results

Tech-Powered Portfolio Management: How OCIOs Leverage Technology To Drive Superior Results

In today’s rapidly changing financial world, technology is transforming how portfolios are managed. RIAs, institutional investors, and wealth managers now operate in an environment where using data-driven insights and technology isn’t optional—it’s essential to stay […]
Why Custodian Neutrality Matters for RIAs in 2025

Why Custodian Neutrality Matters for RIAs in 2025

For many RIAs, being tied to a single custodian’s tools, technology, or processes can feel limiting. This constraint often creates challenges when trying to meet diverse client needs or adapt to changing market conditions. A […]
Personalizing OCIO Solutions: Meeting the Unique Needs of Advisory Firms

Personalizing OCIO Solutions: Meeting the Unique Needs of Advisory Firms

As an RIA, you know that providing personalized service is a core expectation, especially when working with high-net-worth clients. These clients have distinct goals, risk tolerances, and financial needs, which demand tailored investment solutions. However, […]
OCIO Reporting Capabilities: Key Transparency Practices for RIA Firms

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 […]
Enhancing Investment Opportunities: How an OCIO Expands Access for RIAs

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 […]
Expertise on Demand: Leveraging OCIOs for Advanced Investment Strategies

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 […]
Cost Efficiency Through OCIOs: Streamlining Operations With Cornerstone

Cost Efficiency Through OCIOs: Streamlining Operations With Cornerstone

Building a successful financial advisor practice can quickly become a major challenge for many RIAs due to the rapidly rising costs of building in-house investment teams and adding sophisticated technology infrastructure. The traditional approach to […]
An OCIO’s View on Global Economic Trends & Their Impact on Investments

An OCIO’s View on Global Economic Trends & Their Impact on Investments

Let’s be honest: it’s easy to feel overwhelmed by the 24-hour global economic news cycle. As an RIA/IAR, keeping up with US investment trends and managing your day-to-day workload is a full-time job, let alone […]
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 […]
Strategic Asset Allocation: How an OCIO Contributes to RIAs Success

Strategic Asset Allocation: How an OCIO Contributes to RIAs Success

Today’s blog will explore why strategic asset allocation best suits clients with long-term investment goals. Unlike its counterpart, tactical asset allocation, this approach emphasizes a disciplined, long-term perspective. It sets a framework that guides portfolio […]