Outsourcing allows advisors to delegate operational tasks and, in some cases, certain organizational roles. For example, RIAs may opt to handle investment management with the help of an OCIO, or ...

The outsourced CIO industry is expected to see $1.3 trillion in inflows by 2029 from clients adopting an OCIO model for the first time, according to research from Cerulli Associates in “The Cerulli ...

For most of us, there is risk involved in pursuing a DIY method of doing nearly anything outside of our area of expertise. Nonprofit boards, like property owners hiring architects and contractors, can ...

After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to grow the company's outsourced CIO business. Franklin Templeton announced ...

In recent years, investment management has been less of a differentiator among advisors, leading to the increasing use of outsourced investment services. That seems poised to continue, based on ...

WELLESLEY, MA, UNITED STATES, July 24, 2024 /EINPresswire.com/ -- Julex Capital Management today announced Julex-OCIO, their new Outsourced Chief Investment Officer ...

As part of a plan to build out its venture capital capabilities, a $12 billion outsourced chief investment officer has added a seasoned investor to its team. Kate Simpson has joined GEM as a managing ...

Wenatchee Valley College is seeking an outsourced CIO to provide investment services for its foundation. A majority of the Wenatchee Valley College Foundation’s investment portfolio is permanently ...

Wilton, Conn., is seeking an outsourced CIO to provide pension plan management services for its $165 million Wilton Employees Retirement Plan. The town of Wilton currently sponsors the plan to provide ...