{"id":450,"date":"2022-04-15T18:12:09","date_gmt":"2022-04-15T22:12:09","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?page_id=450"},"modified":"2023-12-18T12:07:41","modified_gmt":"2023-12-18T17:07:41","slug":"how-outsourced-investment-management-can-help-you-build-a-better-business","status":"publish","type":"page","link":"https:\/\/cornerstoneportfolioresearch.com\/how-outsourced-investment-management-can-help-you-build-a-better-business\/","title":{"rendered":"How Outsourced Investment Management Can Help You Build a Better Business"},"content":{"rendered":"

[vc_row][vc_column][vc_single_image image=”451″ img_size=”Large” alignment=”center”][vc_column_text]<\/p>\n

\n

You give 100% to delivering massive value every day. So, here\u2019s an important question: Are you prepared to micromanage 100% of your AUM this year?<\/p>\n

We think the market\u2019s unlikely to settle down anytime soon. In fact, if 2022\u2019s initial trends continue, the seas will only get rougher.<\/p>\n

Unless you\u2019ve got a cloning vat stashed somewhere for copying yourself, you\u2019ll need\u00a0<\/i>help. That may include a CIO. However, if your budget isn\u2019t massive, you may not be able to afford an in-house hire.<\/p>\n<\/div>\n

[\/vc_column_text]

\n\n
\n
\n
\n \n
Chapter 1<\/div>\n

Should you outsource your CIO?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 2<\/div>\n

Could it mean closing on more prospects?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 3<\/div>\n

Can an outsourced CIO boost client retention?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 4<\/div>\n

Could it free you up, too?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 5<\/div>\n

Did you know it could increase assets from clients and prospects?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 6<\/div>\n

Could fee optimization be necessary?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 7<\/div>\n

Are you ready to take on larger firms?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 8<\/div>\n

Is there a hidden bonus? Would you like better client results?<\/h3>\n <\/a>\n <\/div>\n
\n \n
Chapter 9<\/div>\n

Can you imagine your potential growth?<\/h3>\n <\/a>\n <\/div>\n <\/div>\n <\/section>\n\n
\n
\n
\n
Chapter 1<\/div>\n

Should you outsource your CIO?<\/h3>\n <\/header>\n

Consider your options. Your principal could serve as your chief investment officer.<\/p>\n

That\u2019s a tall order<\/strong>,<\/a> though. They\u2019ll need a skill set capable of juggling investment solutions, trading, estate planning, and more.<\/p>\n

You could hire someone for the role. However, without deep pockets, this option may be out of reach.<\/p>\n

On the other hand, you could outsource your CIO. Many TAMPs<\/a><\/strong> and SAMs are eager to take lots of your money, as well.<\/p>\n

However, here\u2019s the good news: These aren\u2019t your only options. Outsourced Chief Investment Officers<\/a><\/strong> are a rising part of the financial industry.<\/p>\n

In fact, these independent contractors\u2019 AUM is expected to grow annually at 7.5% into 2025<\/a><\/strong>. That may be because they can be cheaper than traditionally-employed CIOs or 3rd<\/sup> parties.<\/p>\n

An OCIO does<\/em> join your team, but there\u2019s no salary, bonus, or benefits to pay. Meanwhile, their basis point rate can be far below that of a SAM or TAMP.<\/p>\n

An outsourced CIO can also bring…<\/p>\n