Family offices face unique investment challenges. Generally, early-stage family offices often need help establishing governance and diligence practices. In contrast, late-stage family offices often struggle to stay on top of all their investments and optimise portfolio performance.
Regardless of the stage, family offices are increasingly turning to OCIOs to manage their investments. This insight discusses the role of OCIO, their benefit, and how family offices can choose the right OCIO for their investment needs.
What is a Chief Investment Officer?
A Chief Investment Officer (CIO) is a high-level executive professional responsible for managing organisations’ investment strategies and portfolios. They determine how much of a firm’s operational finances may be used for investment while maintaining a low level of risk to the organisation.