{"id":584,"date":"2022-08-15T06:00:16","date_gmt":"2022-08-15T10:00:16","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=584"},"modified":"2023-03-31T16:02:28","modified_gmt":"2023-03-31T20:02:28","slug":"a-demand-for-transparency-what-rias-need-from-ocios","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/a-demand-for-transparency-what-rias-need-from-ocios\/","title":{"rendered":"A Demand For Transparency: What RIAs Need From OCIOs"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The Chief Investment Officer, or CIO, is at the center of every investment plan\u2019s long-term success. He or She is the one who oversees the fund selection process and works with advisors and planners to create a customized investment strategy.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The role of an outsourced CIO provider has been gaining popularity in recent years as more and more RIAs recognize the advantages of outsourcing their investment management needs.<\/span><\/p>\n<p><b>This article explores the following:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Why is being transparent solely not enough anymore?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Could outsourcing your investment management help?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How might hiring an OCIO to help you recoup work hours?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are all portfolios entrusted to you managed consistently?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Should you play down your fees and expenses?<\/span><\/li>\n<\/ul>\n<h2><b>1. You Need To Prove the Value You Bring to Your Clients\u2019 Table<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">RIAs are in an interesting position: with raging <\/span><strong><a href=\"https:\/\/www.msn.com\/en-us\/finance\/markets\/inflation-poses-a-clear-and-present-danger-says-manchin-economists-weigh-in-on-how-it-can-hurt-and-help-consumers\/ar-AAZAecz\" target=\"_blank\" rel=\"noopener\">inflation spooking investors,<\/a><\/strong><span style=\"font-weight: 400;\"> you have to prove the worth of your services. You also need to be able to justify your fees<\/span><i><span style=\"font-weight: 400;\"> and <\/span><\/i><span style=\"font-weight: 400;\">explain the process behind choosing investment options.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having an <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/save-time-and-make-money-when-you-hire-an-outsourced-cio\/\" target=\"_blank\" rel=\"noopener\">outsourced chief investment officer (OCIO)<\/a><\/strong> <span style=\"font-weight: 400;\">can be a great way for an independent RIA to lower costs, increase the time available for strategic investments and financial planning, and potentially, improve the returns on your client&#8217;s portfolios.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For many RIAs, it can also mean that clients receive better results than they would if they were managing that money themselves. Especially when market volatility has investors anxious, it may put needed weight behind your retention efforts, as well.\u00a0<\/span><\/p>\n<h3><b>Transparency Is More Than a New Word of the Day<\/b><\/h3>\n<p><a href=\"https:\/\/www.investmentnews.com\/ria-marketing-is-getting-more-personal-transparent-206814\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Transparency may be a buzzword in the financial services industry<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> now, but it has a deeper significance. It is also being pushed by regulators who are all-in on putting their money where their mouth is. They have had enough of watching unscrupulous advisors hide behind legal jargon and opaque language to obscure what really goes on behind the scenes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This puts a greater burden on RIAs to shun even the appearance of impropriety. Now that everyone is looking closer\u2014and encouraged to do so\u2014accountability is essential. The fact that this push for clarity comes at the same time that economic instability may tempt some nervous investors to change advisors means you cannot just be transparent: you need to look extra efficient, as well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the simplest ways to achieve this is simply by lowering the stack of to-do-s in your inbox: outsourcing your investment research, management, and other tasks can potentially free up the work hours you need to relax, craft brilliant financial plans, and cultivate lasting client relationships.<\/span><\/p>\n<h2><b>2. You Need Someone Who Holds Up to Scrutiny<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If you are an advisor looking for an OCIO, make sure they are able to answer &#8220;yes&#8221; to these questions:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Is the OCIO a fiduciary?<\/b><span style=\"font-weight: 400;\"> As a financial professional, <\/span><i><span style=\"font-weight: 400;\">you know<\/span><\/i><span style=\"font-weight: 400;\"> the difference this can make (sometimes in multiple respects).\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Do they have a track record of success? <\/b><span style=\"font-weight: 400;\">Anybody can make great-sounding claims. What <\/span><i><span style=\"font-weight: 400;\">matters<\/span><\/i><span style=\"font-weight: 400;\"> is that they have the history to back them up.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>How long has the OCIO been in business?<\/b><span style=\"font-weight: 400;\"> Everybody is new to their field at some point\u2014but a newcomer is far less likely to generate the results you need consistently.\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Does the OCIO have a clear investment philosophy?<\/b><span style=\"font-weight: 400;\"> There may be room for a variety of approaches. Nevertheless, your odds of optimal results increase with a CIO who shares a similar outlook with regard to how things should be done on a daily basis.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Are they willing to share their investment philosophy with you and your clients? <\/b><span style=\"font-weight: 400;\">An accountability-friendly firm is only as transparent as every metaphorical brick comprising it. Nobody has to share a long-guarded family recipe, but abject refusals to discuss their operational basics are a bad sign.\u00a0<\/span><\/li>\n<\/ul>\n<h2><b>3. You Need All Portfolios Managed With Disciplined Consistency<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Quality investment management will be consistent across all accounts,<\/span><i><span style=\"font-weight: 400;\"> including <\/span><\/i><span style=\"font-weight: 400;\">your own. If you manage your client\u2019s accounts by a different set of rules, you are not managing those accounts in a disciplined way. Even if you treat them with the same amount of care and diligence, sooner or later, the difference will show.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the eyes of the world, so to speak, on how you operate, optics are everything. You have to be upfront, even about the minutia of fiduciary responsibility. If it appears that you are not managing the client\u2019s account in a disciplined manner, your RIA will not be considered transparent (or, therefore, trustworthy).<\/span><\/p>\n<p><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/why-choose-us\/\" target=\"_blank\" rel=\"noopener\">A trustworthy fiduciary OCIO<\/a><\/strong><span style=\"font-weight: 400;\"> will work with you to learn how every portfolio is to be treated\u2014and then standardize your approach throughout their management. This, combined with the value you provide your clients daily, could make your RIA\u2019s more efficient and accountable. They\u2019ll stand out from the competition.\u00a0<\/span><\/p>\n<h2><b>4. You Need To Be Upfront About Fees and Expenses<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-586 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/08\/CPR-aug-blog-a-demand-for-trans-image-2-300x200.jpeg\" alt=\"business woman using magnifying glass to check contract\" width=\"320\" height=\"213\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/08\/CPR-aug-blog-a-demand-for-trans-image-2-300x200.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/08\/CPR-aug-blog-a-demand-for-trans-image-2-768x512.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/08\/CPR-aug-blog-a-demand-for-trans-image-2.jpeg 800w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The demand for transparency in the financial services industry is especially true when it comes to fees and expenses. People are increasingly looking for firms that are perceived as honest about how they charge for their services. As an RIA or broker-dealer, one of the keys to answering this demand is being able to show your clients exactly how much you charge them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Better yet, you want to do so in a way that makes sense from a business perspective. In other words, your clients want to know: Can you explain your pricing? And can you also explain why it costs what it does?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, imagine a client that has been with you since 2010: he has never made any changes. All he does is put money into his portfolio with no withdrawals or contributions along the way. If his choice is to do next to nothing, charging him an annual fee <\/span><i><span style=\"font-weight: 400;\">on top of<\/span><\/i><span style=\"font-weight: 400;\"> the underlying fee model itself might eventually be considered excessive (at least with regard to years when nothing happened on his account).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We are not saying you should not be well compensated. Instead, we are pointing out what clients may suddenly start asking today. A strong case could be made that<\/span><i><span style=\"font-weight: 400;\"> if you have a certified, vetted, experienced, and well-educated OCIO on your team by that point,<\/span><\/i><span style=\"font-weight: 400;\"> your firm\u2019s services will be (recognizably) well worth it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At Cornerstone Portfolio Research, we believe that a firm&#8217;s responsibility to its clients should extend beyond merely providing investment advice: it should include ensuring that the RIAs they work with are themselves fiduciaries who consistently put their clients&#8217; interests first.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The ability to do this will become increasingly important in the coming years. As a result, we are well prepared to do so today. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong><span style=\"font-weight: 400;\"> to learn more about our asset allocation, risk management, investment decisions, and more.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/cornerstoneportfolioresearch.com\/management\/5-tips-for-increasing-retention-encourage-lifelong-clients\/\" target=\"_blank\" rel=\"noopener\"><b><i>Don\u2019t Let Rising Interest Rates Scare Off Hard-Won, Potentially Lifelong Clients\u2014We Have Retention Tips<\/i><\/b><\/a><\/h3>\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=\"504\" height=\"215\" 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: 504px) 100vw, 504px\" \/><\/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<\/span><\/i><\/h6>\n<h6><i><span style=\"font-weight: 400;\">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.\u00a0<\/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><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>The Chief Investment Officer, or CIO, is at the center of every investment plan\u2019s long-term success. He or She is the one who oversees the fund selection process and works with advisors and planners to [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":585,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[14,9],"class_list":["post-584","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-ocio","tag-outsourcing-for-financial-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Demand For Transparency: What RIAs Need From OCIOs - Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"OCIO&#039;s play a key role in the management of all investment assets and are often the primary point of contact with investors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/a-demand-for-transparency-what-rias-need-from-ocios\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Demand For Transparency: What RIAs Need From OCIOs - 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