Empowering Investment Clarity in the OCIO Market
Independent analytics to evaluate OCIO providers, benchmark portfolios, and support oversight
Actionable Intelligence Powered by Data
OCIO Analytics delivers independent, unbiased insight into the OCIO industry—helping institutional investors and advisors evaluate options, gain transparency, and make confident, data-driven decisions.
Data Sourced From 50+ Leading Investment Firms
Powered by the Alpha Nasdaq OCIO Indices, OCIO Analytics draws data from more than 50 top investment firms and OCIO providers, strengthening the accuracy and breadth of our platform.
“The insights we get from OCIO Analytics have revolutionized our oversight and confidence in our strategic direction.”
– David Ramage, Chief Investment Officer, AccessLex Institute
Our Solutions: A Transparent View of the OCIO Market
OCIO Analytics
Access industry data on performance, allocations, fees, and more–and customize based on size, style, and risk profile to see where you stand against peers.
OCIO Fiduciary Oversight
A governance-focused solution that empowers investment committees and asset owners to meet their fiduciary responsibilities with clarity, consistency, and confidence.
OCIO Directory
A centralized, SEC-sourced directory of OCIO providers that brings consistency and transparency to the industry, to help investors find, evaluate, and compare firms.
OCIO Analytics
Access industry data on performance, allocations, fees, and more–and customize based on size, style, and risk profile to see where you stand against peers.
OCIO Fiduciary Oversight
A governance-focused solution that empowers investment committees and asset owners to meet their fiduciary responsibilities with clarity, consistency, and confidence.
OCIO Directory
A centralized, SEC-sourced directory of OCIO providers that brings consistency and transparency to the industry, to help investors find, evaluate, and compare firms.
Built For Every Investment Role
No matter what your role is, OCIO Analytics is the intelligence you’ve been missing.
Asset Owners
Leverage OCIO-specific data to benchmark portfolio performance and fees, evaluate OCIO providers against true institutional peers, and bring greater clarity to fiduciary oversight, investment decision-making, and ongoing governance responsibilities.
How We Support Asset Owners
OCIOs & Consultants
Strengthen reporting, add context to performance results, and support clearer conversations with clients and prospects.
How We Support OCIOs & Consultants
Wealth Managers
Create multi-asset benchmarks, evaluate funds and managers, and construct portfolios aligned to client objectives.
How We Support Wealth Managers
Money Managers
Compare your funds and fees against the broader OCIO landscape to differentiate your strategies with clients.
How We Support Money Managers
Family Offices
Guide manager selection, refine strategies, and strengthen governance frameworks.
How We Support Family OfficesFrequently Asked Questions
Where does the data in the OCIO Analytics platform come from?
The OCIO Analytics platform draws from the Alpha Nasdaq OCIO Indices, which are based on anonymous account-level performance and allocation data from over 1,600 institutional clients across 50+ leading investment firms, all reported net of fees.
How does OCIO Analytics provide peer benchmarking?
You can use the filters to provide a customized view based on client type, risk allocation, and account size to allow for a true apples-to-applies comparison.
What kind of metrics can I get in the OCIO Fee Analysis module?
You can input a proposed or existing fee to see how it compares against peer organizations and identify whether it falls above or below market rates. Key metrics include mean, median, high, and low fees.
See How OCIO Analytics Can Drive Stronger Investment Decisions
Our team will schedule a personalized walk-through to showcase how you can enhance oversight and drive informed decisions with our independently sourced OCIO intelligence.
