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Tag: OCIO

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 […]
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 […]
Market Swings: How an Outsourced CIO Can Safeguard Your Clients’ Assets

Market Swings: How an Outsourced CIO Can Safeguard Your Clients’ Assets

2024 could be a very volatile year for the financial markets. A lot of uncertainty could impact the U.S. economy: continued inflation, volatile interest rates, risk of recession, out-of-control borders, wars, a $32 trillion national […]
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 […]