Fractional CIO (Chief Investment Officer) Services
Fractional Chief Investment Officer services provide expert portfolio management, investment strategy, and asset allocation leadership for family offices, asset managers, and corporate treasuries.
Our CIO Services Include
Investment Strategy: Asset allocation, investment policy, and return targets
Portfolio Management: Multi-asset portfolio construction and rebalancing
Manager Selection: Fund manager due diligence and selection
Risk Management: Portfolio risk monitoring and hedging strategies
Governance: Investment committee leadership and reporting
ESG Integration: Responsible investment policy and implementation
How Fractional CIO Services Work
| Phase | Focus | Timeline |
|---|---|---|
| Review | Portfolio assessment and IPS review | Weeks 1-4 |
| Strategy | Asset allocation and manager selection | Weeks 4-8 |
| Execution | Portfolio implementation and monitoring | Ongoing |