Rethinking Manager Oversight Guide
A Practical Guide for CIOs, CROs, and Equity Portfolio Managers

Chief Investment Officers are under increasing pressure to both deliver performance and develop talent. Rethinking Manager Oversight offers a best-practice roadmap to help CIOs elevate how they assess, coach, and manage public equity portfolio managers.
Drawing on real-world examples from firms like Citadel, CalPERS, and Capital Group, this guide explores modern oversight techniques, from structuring teams and setting review cadences to applying decision analytics and behavioral diagnostics. Whether you're leading a multi-manager hedge fund or a collaborative asset management team, this paper provides actionable insights to sharpen your oversight framework and build a culture of continuous improvement.
Download now to explore how leading CIOs drive performance and build stronger investment teams.