Outsourced CIOs: The future of investment management for family offices?

Family offices encounter distinct investment challenges, and Outsourced Chief Investment Officers (OCIOs) are emerging as the solution. This insight discusses how OCIOs streamline investment activities, provide access to specialised expertise, and tailor investment strategies.
outsourced cio

What you need to know

  • Family offices are turning to Outsourced Chief Investment Officers (OCIOs) to manage their investments, regardless of the stage of their development.
  • OCIOs provide specialised expertise, efficient investment processes, and potentially better investment performance for family offices.
  • When choosing an OCIO, family offices should consider factors such as shared mission and values, relevant experience, and a proven track record in wealth management.
Operations Updated on January 16, 2024

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.

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