Allocator Types

Chief Investment Officer (CIO)

A chief investment officer (CIO) is the individual responsible for translating an allocator’s mandate into portfolio decisions, often acting as the effective gatekeeper to capital.

CIO

Definition A chief investment officer (CIO) is responsible for translating an allocator’s mandate into portfolio decisions and often serves as the effective gatekeeper to capital. Allocator Context Regardless of title, the CIO’s authority depends on escalation thresholds. Understanding this boundary is critical for fundraising effectiveness. Key Takeaways CIOs operationalize mandates Authority varies by structure