What You Think You Need Vs. What You Actually Need: Redefining the Role of an OCIO at Your Advisory Firm
By Team Helios,
For advisory firms struggling to balance growth with maintaining high-quality client service, offloading investment management to an OCIO makes sense. The problem is that most OCIOs aren’t built to deliver what these firms actually need. Let’s break down the disconnect between what traditional OCIOs offer, and the services that truly set advisory firms apart.
Source: https://etfdb.com/what-you-think-you-need-vs-what-you-actually-need-redefining/
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