OCIO Analytics
A Deeper View into OCIO Performance and Positioning
Benchmark portfolios, evaluate OCIO providers, and strengthen oversight with unbiased, OCIO-specific intelligence.
A Comprehensive Analytics Platform Designed for
Institutional Needs
Why OCIO Analytics Exists
Born from a 2019 partnership between Alpha Capital Management and Nasdaq to create the first OCIO performance indices.
What Makes it Different
Built exclusively for OCIO benchmarking—bringing clarity to performance, allocations, fees, and risk.
Why it Matters
Users compare portfolios against true peers using standardized, anonymized account-level data.
Why OCIO Analytics Exists
Born from a 2019 partnership between Alpha Capital Management and Nasdaq to create the first OCIO performance indices.
What Makes it Different
Built exclusively for OCIO benchmarking—bringing clarity to performance, allocations, fees, and risk.
Why it Matters
Users compare portfolios against true peers using standardized, anonymized account-level data.
Powering Our Data: 50+ OCIO Providers and 1,600+ Institutions
Actionable Intelligence Powered by Data
OCIO Analytics provides unbiased investment intelligence to support stronger oversight and more informed investment decisions. The platform offers eight data modules designed to give institutional investors and their advisors a precise view of any portfolio.
How the Alpha Nasdaq OCIO Indices Power OCIO Analytics
The Alpha Nasdaq OCIO Indices provide the standardized benchmark structure that underpins all performance, allocation, risk, and fee comparisons across the platform.
Integrate Data
Blend independent industry data with your portfolio inputs to establish a standardized benchmark baseline.
Build Peer Universe
Construct custom peer groups based on size, strategy, and risk profile for meaningful, apples-to-apples comparisons.
Surface Insight
Access dashboards and reports that help you evaluate providers, monitor portfolios, and strengthen governance.
Core Modules and Features
Performance
Input your performance data and instantly view your ranking within your universe.
Asset Allocation
Compare your allocation across 25+ asset classes using standardized taxonomy and index-aligned categories.
OCIO Fee Analysis
Input a proposed or existing fee to see how it compares against peer organizations.
Risk Analysis
Understand your risk-return profile with clear visualizations and allocation detail.
Asset Class Attribution
Break down which asset classes are driving results and influencing your peer ranking.
Asset Flows
Review capital flows across asset classes and identify trends shaping the OCIO landscape.
Portfolio Exposures
Map your exposures across 25+ asset classes and compare them to industry averages by quartile.
Quartile Attribution
See how each component of your portfolio contributes to peer-group quartiles over time.
Key Benefits
- Benchmark your portfolio against industry-wide peer universes
- Evaluate provider performance, allocations, risk, and fees with independent data
- Build peer groups aligned to your size, strategy, and risk profile
- Strengthen oversight with clear, defensible analytics designed for committees
- Monitor trends, flows, and exposures to understand market signals
Trusted Across the OCIO Ecosystem
Leading institutions, advisors, and investment firms rely on OCIO Analytics for the insights they need to benchmark portfolios, evaluate providers, and support governance.
“With OCIO Analytics, we gain actionable insights that drive strategic investment decisions and enhance our operational efficiency.”
“OCIO Analytics helps us contextualize performance and communicate more clearly with clients using independent, industry-wide data.”
“The platform supports more rigorous OCIO evaluation and oversight by grounding conversations in consistent, comparable data.”
“OCIO Analytics is an invaluable research tool for any allocator. We use it regularly to educate stakeholders, benchmark returns, and analyze portfolios. Its customizable analytics and depth of data offer real-time insights unavailable anywhere else.”
Subscription Packages
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Plan Discover
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Plan Evaluate
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Plan Premium
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Access to OCIO Directory |
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Access to OCIO Fiduciary Oversight |
(14-day free trial) |
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Access to OCIO Analytics |
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(14-day free trial) |
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Free |
$2,000 /Year |
Contact for Pricing |
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| Get Free Access | Subscribe Now | Contact Us |
Frequently Asked Questions
How is OCIO Analytics different from traditional benchmarks or performance reports?
OCIO Analytics goes beyond traditional benchmarks and static performance reports by providing comparative, peer-based analysis across the OCIO landscape. Rather than relying on a single index or provider-specific report, the platform enables you to evaluate performance, asset allocation, fees, and risk across relevant OCIO peer groups.
This approach provides broader context, supports more meaningful comparisons, and helps you understand results relative to how other OCIOs are managing similar mandates.
What data is required to use OCIO Analytics effectively?
OCIO Analytics is designed to be flexible and scalable based on the level of detail available. You can begin with high-level portfolio and allocation data and incorporate additional information over time. The platform combines your inputs with independently sourced OCIO data, reducing reliance on bespoke provider reporting while still enabling robust analysis across portfolios, strategies, and peer groups.
How are peer groups constructed within the platform?
Peer groups within OCIO Analytics are constructed using objective and transparent criteria, including factors such as asset size, mandate type, investment approach, and asset allocation characteristics. You can leverage predefined peer groupings or create custom cohorts to reflect specific analytical objectives. This ensures comparisons are relevant, consistent, and tailored to the questions being evaluated.
