OCIO Fiduciary Oversight
High-Impact Insights for Stronger Governance
Quick oversight analytics built for governance
committees and fiduciaries.
*Free 14-Day Trial
*Free 14-Day Trial
A Focused Workflow for Governance and Oversight
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OCIO Fiduciary Oversight is designed for investment committees, fiduciaries, and oversight professionals who need fast, clear insights into how a portfolio’s returns and asset mix compare with similar institutions. A one-page dashboard provides a high-level summary that serves as a health check on a portfolio and spotlights areas for further questioning and discovery.
Powering Our Data: 50+ OCIO Providers and 1,600+ Investment Firms
Four Easy Steps to a Committee-Ready Summary
Shareable with stakeholders, boards, or leadership teams in minutes.
Select Your Peer Group
Narrow your universe by asset size and institution type.
Enter Your Returns
Add in your already calculated performance data.
Enter Your Allocation
Add your current asset allocation percentages.
Generate a Committee Report
View and download a one-page portfolio summary.
Select Your Peer Group
Narrow your universe by asset size and institution type.
Enter Your Returns
Add in your already calculated performance data.
Enter Your Allocation
Add your current asset allocation percentages.
Generate a Committee Report
View and download a one-page portfolio summary.
Insights That Strengthen Governance and Oversight
- Narrow the universe based on client type and AUM size
- Simple interface to input a portfolio’s performance metrics and asset allocation
- Understand where a portfolio is overperforming or underperforming with a detailed period-by-period performance comparison with median return
- Spotlight variances on asset allocations with peer averages
- Turn complex data into a committee-ready dashboard
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 this tool different from OCIO Analytics?
OCIO Fiduciary Oversight is designed to support governance, monitoring, and documentation of OCIO relationships. It helps you evaluate providers against fiduciary criteria and track oversight activities over time. OCIO Analytics, by contrast, is focused on deeper quantitative analysis, including performance, asset allocation, and peer benchmarking. Fiduciary Oversight complements OCIO Analytics by providing a structured framework for ongoing evaluation and governance processes.
What information do we need to get started?
Getting started with OCIO Fiduciary Oversight requires minimal setup. Simply have your current returns and asset allocation ready to input into the easy four-step process.
Can reports be shared with board or committee members?
Yes. OCIO Fiduciary Oversight is designed to support collaboration and transparency. The one-page summary can be shared with board members, investment committee participants, or other stakeholders to support periodic reviews and governance discussions.
