Rethinking Investment Management: Beyond OCIO Services
Outsourced Chief Investment Officer (OCIO) services have long been a popular choice for organizations seeking expert guidance and support when it comes to investments. However, in today’s dynamic investment environment, we acknowledge that there are numerous avenues through which we can add value to our clients.
We’ve identified a demand for even greater customization in our solutions for clients managing their investments internally and would like to continue to do so.
*Outsourced Chief Investment Administrative Officer (O-CIAO) Solutions has entered the chat*
Clients who manage their investments have told us they would find value in seasonal (or as-needed) council on their investments. Some areas we can provide valuable education across various aspects of investment management may include:
1. Performance Monitoring: Help clients better interpret performance reports, assess portfolio risk, so you can make adjustments as needed to stay on track towards your investment objectives.
2. Manager Selection: put together criteria used to evaluate and select managers, including performance track record, investment philosophy, and fees.
3. Regulatory Compliance: provide the tools to navigate compliance issues relevant to your specific jurisdiction or industry and ensure you avoid costly mistakes and regulatory pitfalls.
4. Investment Strategy: offer insights into different investment strategies, such as asset allocation, diversification, and risk management.
5. Market Analysis: conduct in-depth market research and analysis to inform investment decisions. Provide education on current market trends, economic indicators, and geopolitical events that may impact investment performance.
6. Portfolio Construction: help your team understand the process of constructing a well-balanced investment portfolio. This may include discussing the selection of individual securities, asset classes, and investment vehicles based on factors such as risk tolerance, time horizon, and investment goals.
This new service offers a focus on flexibility and customization. Additionally, Elevation Consulting can provide access to a range of platforms and tools, including Morningstar and Schwab custody, ensuring that you receive the level of support required to optimize your investment outcomes.
From leveraging cutting-edge technology to embracing alternative strategies, join us as we uncover the next frontier in investment management and discover new pathways to success.
Take control of your financial future with our flexible, client-centric O-CIAO services. Whether you need seasonal advice or comprehensive support, Elevation Consulting is here to provide the expertise and tools you need to succeed. Let's redefine what's possible in investment management—together.
Contact us today to explore how we can empower your financial journey.