Wealth managers are branded by excellent service levels, good results and close client relationships. Alternatives research can be partly or entirely outsourced.
Research costs are a “step” function that increases with each new analyst. The 2-3 in-house analysts needed to cover 40 alternative funds must be managed and supervised properly and require good infrastructure.
We charge a flat fee that simply depends on the amount of coverage required. OCIOconnect allows wealth managers to fully benefit from the hybrid investment model and from their rising AUM while increasing their profit margins.
We offer an instant boost in research capability, a complete team for the cost of a senior analyst.