Outsourced Chief Investment Officer
MEANING ADVANTAGES MODEL
An Outsourced • 30-70% reduction The way an
Investment Officer in the costs outsourced CIO model
services provide works is by hiring FTEs
support in terms of • A plug and play offshore. These are
research and analytics outsourced Chief the offshore-based
for investment Investment Officer analysts who support
decisions by a multiple tasks related
company, Private • A specific Skillset to investment research
Equity or Venture requirement and decision making.
Capital Fund, Hedge
Fund, Family Office, or • Team
an Investment Bank. Augmentation
For more details visit www.magistralconsulting.com
Activities of Outsourced Chief Investment
Officer (OCIO)
Investments
Deal Origination, Valuation, Company Profiling, Due Diligence, Deal Execution and Research
Portfolio Management
Research, Strategy, Valuation, Marketing, Business Development, Hiring, Procurement
and Sales Support
Operations
Fund Administration Services, Outsourced CFO, Investor Relations,
Book Keeping, Audit, Trade Recordings, and Process Design
For more details visit www.magistralconsulting.com
When to use Outsourced Chief Investment
Officer?
Outsourced CIO
Outsourced CIO could be used for small time investing activities, or reinforce the existing CIO teams
by Funds and Companies
Support to existing teams at Private Equity or
Hedge Funds
To support an additional functional area where demand is
high, and variable and permanent hiring is not feasible
For companies undertaking investments or M&A
For companies who need M&A support at competitive
pricing
Smaller Family Office, Funds or Investment Banks
For situations where hiring a full time Chief Investment
Officer is not feasible
For more details visit www.magistralconsulting.com
ABOUT US
Magistral Consulting has helped multiple funds and companies in outsourcing CIO related activities. It
has service offerings for Private Equity, Venture Capital, Family Offices, Investment Banks, Asset
Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE funds, Corporates and Portfolio
companies. Its functional expertise is around Deal origination, Deal Execution, Due Diligence, Financial
Modeling, Portfolio Management and Equity Research
Magistral is a leading research, analytics, and consulting services provider for Investment Banks, Private
Equity, Venture Capital, Family Offices, and Hedge Funds. It has more than 100 clients across the globe.
If you need any of Magistral’s work samples or need to talk to any of its existing clients and referenced
drop a line at www.magistralconsulting.com/contact
About The Author, Prabhash Choudhary is the CEO of
Magistral Consulting and can be reached at
the
[email protected] for any queries or business inquiries.
author
