Outsourcing
Many Financial Institutions are hesitant to outsource their investment management services as they want to differentiate their brand in their marketplace footprint through their intellectual capital and proprietary capabilities. At OBSFS, outsourcing of investment management is not an all-or-nothing proposition but an ability to create more cost efficiencies in your wealth management department and create more choices for the end-client that you deliver solutions to. Some key items to consider:
Wider Selection of Investment Products
OBSFS portfolios round out your shelf of investment options by providing a cost effective structured investing approach utilizing Modern Portfolio Theory.
Access to Additional Asset Classes
Portfolios include 11 to 14 asset classes, representing over 11,000 individual positions. These asset classes can also be used to add to your existing portfolio, in the form of completion portfolios, to more thoroughly diversify your own investment management team’s capabilities.
Pricing
OBSFS’ unique processes and scale allow it to process and deliver business at a very low cost that can prove to be attractive versus the internal pricing that many Financial Institutions face.
Improved Performance Reporting
Performance reporting can be expensive and cumbersome, especially for small and mid-tier trust accounts. OBSFS provides comparable performance reporting to what your Institution currently provides for your larger trust accounts at a competitive cost.