Chief investment officer Last updated September 05, 2025 Role The CIO's function and focus will, as mentioned, differ by organization and business-type.
Within corporates more generally , [ 9] [ 10] [ 11] the CIO is responsible for the firm's portfolio of long term assets and corporate investments , with the role, further, overlapping (or being subsumed within) several areas. Thus, the CIO will consult to the corporate finance team , assessing capital investment opportunities and related funding considerations . Similarly, the CIO will work with treasury to decide which products and terms are favorable from a funding perspective, and in the management of (long-term) liquidity and cash-flow . Finally, re the corporate pension fund , the CIO's role is similar to the above, although the end-goal is not profit, but matching the organization's pension assets with its pension liabilities. [ 12] Profile CIOs [ 11] [ 9] [ 7] often have up to ten [ 13] prior years professional experience within their industry. At investment firms, the CIO often will have been a large "buy side " manager; pension and Insurance CIOs filled the Investment Actuary role; corporate CIOs were Treasury- , Financial- or Corporate Finance Managers . Correspondingly, the CIO will hold [ 1] the relevant professional credential , and thus, respectively, may be a CAIA / CFA Charterholder, Qualified Actuary , or Professional Accountant . Their educational background is usually a Bachelors (sometimes Masters) in finance , in economics or in accounting . In many cases, the CIO will also earn an MBA , [ 13] [ 1] gaining the corporate, strategic and operations perspectives, complementary to the role.
References 1 2 3 Answers.com. "Accounting Dictionary: Chief Investment Officer (CIO)" . Answers.com . Retrieved 2009-05-13 . ↑ eFinancialCareers, a Dice Holdings, Inc. company. "Berkshire Hathaway Seeks Chief Investment Officer" . Archived from the original on 2008-12-03. Retrieved 2009-05-13 . {{cite web }}
: CS1 maint: multiple names: authors list (link ) ↑ Musher, Rafi (2009-01-27). "What Obama Needs Now: A Chief Investment Officer" . Forbes . Retrieved 2009-05-13 . ↑ "How to Establish an Investment Committee and Define Its Role" , Accounting Insights (2025). ↑ Investment Committee Roles and Responsibilities , Atlanta Consulting Group (2024). ↑ Urie, Sandra. "CIO Outsourcing: Questions Investment Committees Need to Ask" Forbes, June 30, 2010. Viewed June 20, 2013. 1 2 What is a Chief Investment Officer? , CFA Institute (2025). ↑ aiCIO. "Anne Martin Thinks Liquidity Is Key" . Archived from the original on 31 March 2012. Retrieved 12 September 2011 . 1 2 Chief investment officer vs chief financial officer , Indeed (2025). ↑ "The Ultimate Role of Chief Investment Officers (CIOs) in Corporate Finance" , Knowledgiate (2023) 1 2 Chief Investment Officer (CIO) v/s Chief Financial Officer (CFO): What are the Differences? , Northwest University (2025). ↑ aiCIO. "LDI 2.0" . Archived from the original on 29 May 2011. Retrieved 12 September 2011 . 1 2 What Is a Chief Investment Officer and How to Become One , ZipRecruiter (2025).
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