The Role of a Chief Investment Officer

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Chief Investment Officer

Headquartered in New Orleans, Louisiana, Equitas Capital Advisors offers clients a wide array of investment solutions. With a clientele consisting of both public and private companies, foundations, as well as affluent individuals, Equitas Capital Advisors often focuses on fulfilling the duties of an outside chief investment officer (CIO), saving its customers valuable resources.

The role of chief investment officer is a board-level executive position typically responsible for managing an organization’s investment portfolios, including the oversight of all investment activity, supervision of a team of financial professionals, development of investment related policies, and collaboration with external analysts. Successful CIOs are required to be proficient in two distinct financial areas: achieving positive returns on investments while simultaneously managing the risk level associated with any investment.

Responsible for reporting portfolio performance to a board of directors as well as other executives, the CIO often works with the chief financial officer, and a majority report directly to the company’s chief executive officer, providing them with regular updates on corporate investment activities.