Outsourced CIO

A chief investment officer for your firm.

Institutional-caliber macro and positioning guidance on a fractional basis. It draws on the same relative-sentiment work behind our ETF and comes through weekly calls, in-depth State-of-the-Market reviews, white-labeled research, and more.

Pricing on request.
The engagement

What working with us looks like.

We pair more than two decades of watching markets trade tick by tick with time-tested quantitative indicators that gauge the odds of directional moves over short, medium, and long horizons.

What’s included

  • Direct, day-to-day access: you work with us personally.
  • Weekly market calls on positioning, risk and the themes driving markets.
  • State-of-the-Market reviews every six weeks.
  • Strategic and tactical multi-asset positioning guidance.
  • White-labeled reports in your firm’s name, including the weekly newsletter, the Narratives Monitor, quarterly reviews, and more.
  • Full access to our analytical engine: the dashboards, signals, and narratives that shape our view.
  • A secular real-assets view held since 2022.
  • Model portfolios, available on request.
  • Timely advisory notes when market-moving events happen.

Coverage across markets

  • Equities by capitalization, region, country and sector.
  • Bonds and yield-curve spreads.
  • The U.S. dollar and other currencies.
  • Precious metals, including the miners.
  • Commodities: energy, metals, grains, softs and livestock.
  • Cross-asset stress, with the Risk Barometer as a macro circuit-breaker.
  • Relative-sentiment models covering 70-plus assets in all.
Step by step

How we work together.

01

Getting to know you

We start with a few conversations about your firm, your clients and how you invest today, to see where an outside CIO could add meaningful value.

02

Getting set up

We set up your access to the Engine and your white-labeled reports, and settle on a meeting cadence that fits your schedule.

03

A weekly rhythm

Each week we talk through markets, positioning, and portfolios, and your white-labeled newsletter and Narratives Monitor are ready to share with clients.

04

Over time

As markets shift, we keep you posted on what our indicators are saying, and the engagement adapts as your firm’s needs change.

Why it fits

Built for RIAs seeking institutional CIO capabilities without the cost and complexity of an in-house CIO.

White-labeled institutional research

Draw on a line of research comparing institutional and individual investor outcomes, studied for decades in the top finance journals, and put it in front of clients under your own name.

A disciplined process

Positioning calls grounded in relative sentiment and risk signals, with the history and reasoning behind each one.

Running in a live fund

The same discipline is implemented in our ETF, a rules-based strategy managed with real capital.

A fraction of the cost

A full-time CIO runs well into six figures all-in. Our engagement costs a fraction of that, leaving more for data, AI and prospecting.

A limited number of engagements. We cap outsourced-CIO relationships, partly so each client gets real attention and partly because unlimited access can erode signal integrity.
Advisory inquiries

Add a CIO to your team.

Tell us about your firm and what you’re looking for.
Book a time below, or write to us if you’d rather start by email.

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Email: [email protected]. Pricing on request.