Asset Owners
Benchmarking That Brings the Full Picture into View
We help asset owners evaluate portfolios and OCIO providers with clearer context, consistent data, and stronger oversight tools.
What Asset Owners Need
1
Make Performance Attribution Clear
Understand whether results stem from market movements or provider decisions.
2
Gain True Peer Transparency
See how portfolios compare against similar institutions, not broad benchmarks.
3
Use Comparable Peer Universes
Build consistent peer groups for more accurate performance and fee evaluation.
4
Strengthen Governance Confidence
Support committees with clean, defensible oversight and documentation.
5
Communicate Results with Clarity
Explain allocations, fees, and outcomes confidently to boards and stakeholders.
How OCIO Analytics Supports Asset Owners
Asset owners can narrow their peer universes to provide clearer insights to evaluate their portfolio, support governance, and assess OCIO fees.
- Benchmark performance, allocations, risk, and fees using unbiased, OCIO industry data
- Build peer groups that match size, structure, liquidity profile, and strategy
- Identify whether portfolio outcomes reflect market conditions or OCIO decision-making
- Support board and committee reviews and discussions with clear, contextual analytics
- Strengthen oversight of OCIO relationships with consistent, independent reporting
“The customizable analytics and depth of data
in OCIO Analytics are unavailable anywhere else.”
– Rip Mecherle, CFA, Chief Investment Officer,
The University of Tennessee
A Broad Data Foundation That Strengthens Your Benchmarks
OCIO Analytics incorporates data from over 50 leading investment firms and OCIO providers, giving asset owners a more complete and reliable view of the market.
Relevant Features for Asset Owners
Performance
Compare returns against true peers to understand relative performance and the drivers behind it.
Watch Quick Demo
Asset Allocation
Evaluate how your allocations stack up across 25+ asset classes used by similar institutions.
Watch Quick Demo
OCIO Fee Analysis
See how your OCIO fees compare by AUM tier, client type, and peer universe.
Watch Quick Demo
Performance
Compare returns against true peers to understand relative performance and the drivers behind it.
Watch Quick Demo
Asset Allocation
Evaluate how your allocations stack up across 25+ asset classes used by similar institutions.
Watch Quick Demo
OCIO Fee Analysis
See how your OCIO fees compare by AUM tier, client type, and peer universe.
Watch Quick DemoFrequently Asked Questions
How can OCIO Analytics help our governance and oversight reporting?
OCIO Analytics supports governance and oversight by providing independent, peer-based context for evaluating OCIO performance, asset allocation, and fees. The platform helps asset owners move beyond provider-specific reports by enabling consistent comparisons across relevant peer groups.
This approach supports clearer documentation, more informed committee discussions, and a stronger framework for ongoing oversight and decision-making.
How can I get accurate benchmarking performance data on OCIO Analytics?
OCIO Analytics uses independently sourced and standardized OCIO data to support accurate, comparable benchmarking.
Performance results are evaluated within defined peer groups rather than against a single index, providing context that better reflects how similar OCIOs manage comparable mandates.
This peer-based approach helps asset owners assess results more effectively and reduces reliance on customized or provider-generated reports.
How frequently is the data updated on OCIO Analytics?
Data within OCIO Analytics is updated quarterly.
See How OCIO Analytics Can Drive Stronger Investment Decisions
Our team will schedule a personalized walk-through to show how asset owners can strengthen governance, compare OCIO approaches, and make more informed investment decisions using independently sourced OCIO intelligence.
