Be Our Partner
Our dedicated OCIO team is here for you—offering guidance, expertise and unwavering support every step of the way.
Investment Management
OCIO Solutions
Today's complex markets can be difficult to navigate for RIAs. Our Outsourced Chief Investment Officer (OCIO) solutions are designed to elevate your practice and help you win your largest clients.
Capabilities
Take your RIA services to new heights with investment leadership solutions built to help your practice stand out from the pack. Let SS&C ALPS Advisors support you across the following areas of investment:
Asset Allocation and Models
Proprietary models with full content support, including: assets, weights, methodology, attribution, risk, fund level due diligence and a quarterly webinar update.
Due Diligence
Fund-level due diligence on registered funds, separately managed accounts and private assets, including: quantitative score, qualitative review, attribution, risk, consultant access and monthly/quarterly updates.
Capital Markets Assumptions
CMAs, updated monthly and published quarterly with supporting methodology upon request.
Investment Committee Support
Curated research to supplement/support investment committees and officers on an on-going basis, including: weekly/monthly calls, analysis and data leveraging proprietary licensing.
Research Content
White label content, including: quarterly investment committee reviews and weekly commentaries/thought leadership.
Transition Services
Tools and technologies, in partnership with SS&C Black Diamond® Wealth Solutions, to create portfolio transition plans.
Expertise in Action
We care deeply about what matters most to you. Our team takes time to understand your unique story—your goals, aspirations and values. Together, we’ll craft a custom proposal and walk beside you every step of the way, committed to helping you reach your objectives with care and confidence.
Our track record includes delivering trusted investment solutions and personalized support to clients:
Consultation. Consulted regularly with advisors to solve investment problems and present potential solutions to complex portfolios.
Custom Indexing. Structured custom indices for advisors to deliver unique SMAs across their practice/to clients.
Custom Modeling. Built a custom model environment for a large RIA with over 100 advisors.
High Net Worth Proposals. Engaged with advisors to develop high net worth proposals that have enabled growth.
Fixed Income Guidance. Built custom bond/municipal bond ladders.
Governance. Represented multi-asset investment views to various boards on behalf of advisor clients.
Model Portfolios. Engaged with advisors to adopt a model-driven practice.
Personalization. Consulted with advisors to develop personalized proposals with targeted investment outcomes for clients and prospects.
Dedicated Investment Team
Achieving complex goals takes expert guidance. Our team has extensive experience managing a wide range of investment needs and creating customized strategies. As your OCIO, we meet you where you're at to augment your investment process where you need it most.
A Human Touch
When you reach out, you’ll get a real person—ready to talk, answer and help. Because meaningful connections don’t happen with a robot.
Flexible Efficiency
Service as flexible as your ambitions, thanks to our open-architecture approach.
Elevate your RIA practice with tailored OCIO solutions.
Let’s talk strategies—your goals, our know-how. Connect with an ALPS Advisors consultant and set your next move in motion.