Tag: outsourcing for financial advisors
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
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
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?
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
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
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
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
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 […]
Financial Advisors: Explore OCIO Research That Improves Client Results
If you’re an independent RIA/IAR firm contemplating a better way to manage your clients’ portfolios, you’re not alone. Many financial advisory firm owners seek ways to streamline their operations and produce better client results in […]
Financial Advisors: Add an OCIO? Your Guide to a Smooth Transition
Switching to an OCIO (Outsourced Chief Investment Officer) is important to establish your wealth management firm as a serious player in the financial advisor marketplace. The rise of the OCIO business model is becoming more […]