What is a Fractional CIO (Chief Investment Officer)?
A Fractional Chief Investment Officer is an experienced investment professional who provides part-time portfolio management, asset allocation, and investment governance leadership for family offices, asset managers, and corporates.
The Fractional CIO Role
Fractional CIOs typically work 1-2 days per week, providing institutional-quality investment oversight that would otherwise require a permanent hire at £300-500k plus performance fees.
Key CIO Responsibilities
Investment Policy: Define investment objectives, constraints, and return targets
Asset Allocation: Strategic and tactical asset allocation decisions
Manager Selection: Fund manager due diligence and portfolio construction
Risk Management: Portfolio risk monitoring and hedging
Governance: Investment committee leadership and compliance
Who Needs a Fractional CIO?
Family offices seeking professional investment oversight
Endowments and foundations needing investment governance
Corporate treasuries requiring active portfolio management
Wealth managers needing CIO-level investment strategy
