The $4 trillion
OCIO Industry

Providing Transparency and Insights to Support Informed Decisions

Real Institutional Data

from a Reliable Source

OCIO Analytics provides a unique platform with seven specialized modules that deliver real, actionable insights into the OCIO industry. Formed through a partnership with Nasdaq in 2019 and the launch of the Alpha Nasdaq OCIO Indices, OCIO Analytics offers a comprehensive third-party platform. The peer universes draw from the performance and asset allocation data from over 1,350 institutional clients across 52 leading investment firms, all reported net of all fees.

Built on a consistent taxonomy of twenty-five asset classes, institutions are assigned to five unique risk-based universes. This structure enhances accuracy by eliminating comparisons across differing risk profiles, resulting in more meaningful and relevant insights. Our platform is dedicated to promoting transparency in the OCIO industry, delivering real, validated returns and allocations. OCIO Analytics continuously evolves with client feedback to ensure an intuitive user experience that meets the specific needs of each user.

Key Features

Performance

Benchmark institution performance and view percentile rankings against a customizable universe of over 1,300 institutions

Asset Allocation

View how your portfolio allocations compare to similar institutions among 25 asset classes that allow for consistent taxonomy

Asset Class Attribution

Gain insights on actual institutional returns and discover which asset classes, like private equity, drive portfolio performance

Asset Flows

Graph historical and current trend lines for 25 asset classes to view changes or patterns over time

Portfolio Exposures

Input your portfolio's asset allocation to see your portfolio exposures across 25 asset classes by quartile breakdown and average as compared to the OCIO industry

Quartile Attribution

Break down any peer universe into four performance quartiles and further analyze the asset class attribution across time periods

OCIO Fee Analysis

Benchmark OCIO fees based on AUM sizes by using visualizations and key metrics like mean, median, high, low, and standard deviation

Peer Universe Snapshot

Designed for Every User

Asset Owners

Help fulfill your fiduciary duty to monitor and evaluate your OCIO or consultant. Each quarter compare your investment performance and asset asset allocation to over 1,300 institutions

OCIOs and Consultants

Compare your performance and asset allocation to the OCIO industry and over 1,300 institutions.  Show clients and prospects your performance versus the OCIO industry 

Wealth Managers

Create multi-asset class benchmarks to show your clients and prospects more relevant performance and asset allocation comparisons than traditional stock/bond benchmarks

Money Managers

Analyze the OCIO industry to monitor asset allocations and asset flows across 25 asset classes each quarter and longer time periods.  Use this data to understand where OCIOs are allocating capital

Testimonials

What Clients are Saying

"OCIO Analytics is an invaluable research tool for any allocator.  We use it regularly to educate stakeholders, benchmark returns, and analyze portfolios.  It's customizable analytics and depth of data offer real-time insights unavailable anywhere else."
Rip Mecherle, CFA
​Chief Investment Officer
​The University of Tennessee System
"Utilizing OCIO Analytics has revolutionized our investment oversight, providing us with unparalleled insights and comparative data that ensure our decisions are both informed and aligned with industry benchmarks. This tool has been instrumental in elevating our fiduciary responsibility and confidence in our strategic direction."
David Ramage
Chief Investment Officer
AccessLex Institute
See OCIO Analytics in Action

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