OCIO Analytics

Unlock Asset Allocation with peer intelligence built for institutional oversight.

OCIO Analytics helps institutions benchmark portfolios, evaluate OCIO providers, and strengthen oversight with independent, OCIO-specific intelligence. Start a trial to build relevant peer universes, compare results across standardized data, and turn portfolio inputs into committee-ready insight.

Benchmark against OCIO peer universes

Compare performance, allocation, risk, and fees

Filter by size, strategy, and risk profile

Use dashboards and exports for oversight discussions

Asset Allocation

The Asset Allocation module lets users enter portfolio allocations and compare them with highs and averages across a specialized peer universe. Allocations use a consistent asset-class taxonomy for more precise comparisons across institutions and reporting firms.

Users can filter by client type, risk allocation, account size, and reporting period to focus the comparison on the most relevant universe.

Custom Groups

Custom Groups let users reorganize asset classes into a taxonomy that matches their own portfolio reporting. Asset classes can be grouped with a drag-and-drop workflow, multiple custom groupings can be maintained, and groupings can be turned on or off as needed.