This podcast episode explores the "Investment Office Playbook," a framework that outlines the stages and challenges of an investment office. The playbook consists of four seasons: governance, deployment, optimization, and maturity, which repeat with the arrival of a new Chief Investment Officer (CIO). The deployment and early optimization seasons are crucial for managers to approach an investment office, as new allocations must replace existing ones. The playbook emphasizes the importance of understanding the other side of the field and highlights the influence of fund flows and CIO tenure on investment activity.
