The Investment Office Playbook - Governance, Deployment, Optimization, and Maturity

The investment office playbook unfolds in four seasons: Governance, Deployment, Optimization, and Maturity. In the governance stage, a new CIO establishes the investment strategy, recruits a team, and sets capital allocation rules. This period is characterized by minimal new investments as high conviction relationships drive any changes. Deployment follows governance, allowing managers a prime opportunity to secure allocations for their strategies. The office actively scouts for opportunities and strategically builds its investment roster.