{"id":429,"date":"2022-03-30T12:47:44","date_gmt":"2022-03-30T16:47:44","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=429"},"modified":"2023-03-31T16:19:05","modified_gmt":"2023-03-31T20:19:05","slug":"tamp-vs-ocio-what-is-the-best-option-for-your-financial-advisory-firm","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/tamp-vs-ocio-what-is-the-best-option-for-your-financial-advisory-firm\/","title":{"rendered":"TAMP vs. OCIO &#8211; What Is The Best Option For Your Financial Advisory Firm?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Going all the way back to the 1980\u2019s, financial advisors outsourced money management to mutual fund families and Separate Account Managers (SAMs).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This strategy created a pooled account option and an individual portfolio management option for the advisors\u2019 clients. It also created four major benefits for those financial advisors:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">They freed up time for financial advisors that was better spent providing planning services<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The advisors had more time for sales and service<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Smaller accounts went to funds; larger accounts went to SAMs with higher minimums<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advisors could terminate under-performing managers and retain relationships with more clients<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A more sophisticated use of this same concept is delegating the wealth management function. This can go to an Outsourced Chief Investment Officer (OCIO) inside the firm or a TAMP outside the firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The OCIO is a member of the financial advisor\u2019s team of financial professionals. The TAMP is a separate organization that manages money the same as SAMs did in the past.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Increasing numbers of financial advisors are outsourcing their investment management to investment professionals (OCIOs, TAMPs).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These professionals specialize in the delivery of services such as investment research, asset allocation, security selection, risk management, and buy\/sell investment decisions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We believe OCIOs are a superior solution because there are no third parties that influence or control how client assets are invested.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When investors hire RIAs, they are hiring firms that provide planning, investing, and other financial services\u2014all in-house from the same firm.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Financial advisors can use the information in this article to compare OCIOs to TAMPs and select the one that provides the greatest benefits.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Following is additional information that compares the OCIO solution to TAMPs. We can tell you in advance that we are biased towards the OCIO alternative.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><span style=\"font-weight: 400;\">This is because we believe OCIOs deliver more value than TAMPs to financial advisors and their clients.<\/span><\/p>\n<h2><b>Are OCIOs More Marketable Than Other Money Management Alternatives?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The experts say the more names financial advisors throw at investors, the greater the risk the investors will get confused and select someone else.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, there can be a:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A financial professional<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A financial firm<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A TAMP, SAM, mutual fund, or other external management solution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A custodian for the clients\u2019 assets (Schwab, Fidelity, Pershing, LPL)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Not only is this a lot to digest for the typical investor, but each of these professionals or firms must also be paid for their advice and services.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Since the OCIO is part of the firm, this is one way to reduce the number of names that must be digested by investors.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reducing the number of names will make smaller RIAs more marketable because they are more similar to the bigger firms.\u00a0\u00a0<\/span><\/p>\n<h2><b>How Does an OCIO Increase the Prestige of Financial Advisors?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There is no question portfolio management has the greatest impact on the financial well-being of investors.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consequently, firms that provide portfolio management services with an internal OCIO have a distinct competitive advantage over firms that outsource the work to third parties.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The reason is simple. Investors will put more value on firms that have the resources to provide planning and investment services in-house.<\/span><\/p>\n<h2><b>Are OCIOs More Adaptable Than TAMPs?\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">It makes sense when an OCIO or TAMP takes over the management of client portfolios that there will be substantial changes to fit their investment strategies, management style, and outlooks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The question you should be asking is \u201cHow substantial are the changes and how quickly do they take place?\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, TAMPs that are managing thousands of accounts and billions of dollars may want to restructure portfolios right away and do it <\/span><i><span style=\"font-weight: 400;\">their<\/span><\/i><span style=\"font-weight: 400;\"> way. Little regard may be paid to the desires of clients or a preferred asset class.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the other hand, an OCIO may be more flexible and make gradual changes over longer periods of time. This process will be more appealing to clients that have taxable accounts and significant capital gains.<\/span><\/p>\n<h2><b>Who Researches Investments for Clients?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">One of the biggest questions from many investors is \u201cWho does the research that produces the buy\/sell decisions?\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bigger firms employ analysts who are responsible for researching securities, mutual funds, ETFs, and other types of investments.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Smaller firms make this the responsibility of the OCIO, who spends considerable amounts of time evaluating investment alternatives.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some OCIOs may have a team of professionals who conduct the research for investment portfolios. Investment goals are met while advisors are freer to seek and close on prospects.<\/span><\/p>\n<h2><b>Do OCIOs Provide the Best Sales Support?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">It makes sense that clients with accounts of $1 million or more of investable assets will ask to talk to the professional who will be managing their money.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They want to get comfortable with the philosophy and expertise of this professional before they hire their investment program. People naturally want to vet someone before letting them create a defined contribution plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">OCIOs are available to talk to prospects on behalf of the financial advisors who utilize their services. This creates a major competitive advantage for advisors who use the services of OCIOs.<\/span><\/p>\n<h2><b>Do OCIOs Provide the Best Service Support?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The same can be said for current clients who have larger accounts and want to talk to the Chief Investment Officer. An OCIO can be added to Zoom calls to discuss recent results and the OCIO\u2019s outlook for the future.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This creates another major competitive advantage for advisors who use the services of OCIOs.<\/span><\/p>\n<h2><b>Can OCIOs Be Integrated Into Financial Advisor Websites?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As many as 82% of investors will visit a financial advisor\u2019s website when they are researching an investment consultant. One of the most visited pages on the financial advisors\u2019 website is the Our Team page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It stands to reason investors want to know more about the professionals who will be advising them and investing their assets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most OCIOs can be profiled on the financial advisors\u2019 Our Team pages. This is a major advantage for financial advisors who want to portray their firms as being full service.\u00a0<\/span><\/p>\n<h2><b>Will OCIOs Write the RIA\u2019s Market Environment Reports?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Larger financial advisory firms produce market environment reports that describe their investment outlook for the future. These usually cover the next six months.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An OCIO can produce quarterly market environment reports that are custom-tailored to the characteristics and outlooks of their clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They do not produce cookie-cutter, one-size-fits-all reports that are so generic they have little or no applicability.<\/span><\/p>\n<h2><b>How important are the OCIO\u2019s credentials?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There are three credentials that matter most to investors: College degrees, years of experience, and certifications.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Financial advisors can find themselves marketing the OCIO\u2019s credentials. In this case the more applicable the degrees, the more years of relevant experience, and the higher the quality of the certifications, the better.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">FYI, a CFA is the best credential based on curriculums and testing.<\/span><\/p>\n<h2><b>How Does the OCIO Make the Financial Advisor More Competitive?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Smaller RIAs will be more inclined to outsource the asset management function to an OCIO or TAMP.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Larger RIAs will be more inclined to provide this function in-house with full-time employees. They rarely outsource to TAMPs or OCIOs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When the smaller RIAs utilize the services of an OCIO, they are more competitive with bigger RIAs that have more substantial budgets for hiring full-time investment professionals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The OCIO alternative can facilitate the growth of the advisors\u2019 firms. This defined benefit is hard to top.<\/span><\/p>\n<h2><b>Who Is More Expensive, the OCIO or the TAMP?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">It stands to reason that a TAMP has more overhead. It is going to be more expensive than an OCIO, who may be a sole practitioner or part of a smaller team of investment professionals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In some cases, the TAMPs may be several times more expensive and their fees are comparable to actively-managed equity mutual funds.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also makes sense that the more basis points the financial advisor charges, the less competitive the advisor may be. This may be impacted by the financial advisors\u2019 disclosure practices for expenses.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When advisors practice full disclosure for all fees, investors will see layers and layers of fees being deducted from their accounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One all-inclusive fee for planning and investment is preferred by most investors.\u00a0<\/span><\/p>\n<h2><b>What Is the Cost of a Full-Time CIO Who Is an Employee of the Firm?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There is no question an OCIO is the lower-cost option compared to the full-time CIO, who is an employee of the firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A lot of expenses are associated with the employee alternative when CIOs have great credentials and records of achievement: Substantial mid-six-figure salaries, benefits, taxes, bonuses, support, and stock options.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All of these expenses can be avoided with outsourced CIOs for as long as it makes sense for the firm.<\/span><\/p>\n<h2><b>Who Owns the Client \u2013 The Financial Advisor, OCIO, or TAMP?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There is no issue when the investment management function is provided by an OCIO. The planning and investment services are covered by the same financial advisor service agreement.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The process is a little more complicated when a TAMP is named as a sub-advisor or has a separate service agreement.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This can be an issue when an investor wants to terminate the services of the financial advisor and retain the services of the TAMP.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There should be no issue about who owns the client. It is definitely the financial advisor.\u00a0<\/span><\/p>\n<h2><b>How can OCIOs facilitate a bundled service approach?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A very high percentage of financial advisors provide bundled planning and investment services that are covered by one asset-based fee. This is much easier to do when all of the services are in-house.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The advisor provides planning services and the OCIO provides investment services. They are wrapped together for billing purposes and are covered by one asset-based fee.<\/span><\/p>\n<h2><b>How Are Clients Better Off With OCIOs?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Clients are better off when they receive all of the services they are seeking from one source.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Advice is more integrated and duplicate\/conflicting advice is avoided when all of the planning, investing solutions, risk management, and tax advice come from the same firm.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In an ideal world, investors make one selection decision and they receive all of the financial advice and services they need from a relationship with a single firm.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The one exception is the third-party custodian\u2014ideally to a brand name firm.<\/span><\/p>\n<h2><b>How Are Financial Advisors Better Off With OCIOs?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There are several ways financial advisors are better off when they outsource investment management to an OCIO. They can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Spend more time marketing their services to prospects<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allocate more time to communicating with current clients<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Produce better investment results for their clients<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Be more competitive with bigger firms\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Have a stronger presence on the Internet<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provide a one-stop solution for their clients<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Whenever you\u2019re ready to see how much better things can get, please reach out and <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">contact us.<\/a>\u00a0<\/strong><\/p>\n<p><a href=\"https:\/\/connect.cornerstoneportfolioresearch.com\/ebook-12-Reasons-to-Outsource-Portfolio-Management\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-232\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg\" alt=\"CPS eBook Reasons to Outsource\" width=\"511\" height=\"218\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-1024x438.jpg 1024w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-768x329.jpg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal.jpg 1250w\" sizes=\"(max-width: 511px) 100vw, 511px\" \/><\/a><\/p>\n<h6><i><span style=\"font-weight: 400;\">Cornerstone Portfolio Research (\u201cCornerstone\u201d) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.\u00a0 This publication should not be construed by any consumer or prospective client as Cornerstone\u2019s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.\u00a0 The statements in this publication are the opinion of Cornerstone regarding Outsourced Chief Investment Officer (\u201cOCIO\u201d) services.\u00a0These are not personalized recommendations and you should consider your own criteria when choosing an OCIO.<\/span><\/i><\/h6>\n<h6><i><span style=\"font-weight: 400;\">A copy of Cornerstone\u2019s current written disclosure statement as set forth on Form ADV, discussing Cornerstone\u2019s business operations, services, and fees is available from Cornerstone upon written request.\u00a0 You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Cornerstone or the professional advisors of your choosing.<\/span><\/i><i><span style=\"font-weight: 400;\"> \u00a0 \u00a0 \u00a0 <\/span><\/i><i><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0<\/span><\/i><i><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0\u00a0<\/span><\/i><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>Going all the way back to the 1980\u2019s, financial advisors outsourced money management to mutual fund families and Separate Account Managers (SAMs).\u00a0 This strategy created a pooled account option and an individual portfolio management option [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":430,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[14],"class_list":["post-429","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-ocio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Outsourcing Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"Deciding between a TAMP and OCIO can be difficult. 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