OCIO Analytics
Unlock Portfolio Exposures 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
Portfolio Exposures
The Portfolio Exposures module evaluates selected asset classes to show how a portfolio's allocations compare with the peer universe on a percentile basis. Percentiles are calculated from allocation percentages across the customized universe.
The module covers all standardized asset classes and highlights whether allocations sit above, below, or near peer averages within the selected taxonomy.