Features

Performance

Benchmark institution performance and view percentile rankings against a customizable universe of over 1,300 institutions

Asset Allocation

View how your portfolio allocations compare to similar institutions among 25 asset classes that allow for consistent taxonomy

Asset Class Attribution

Gain insights on actual institutional returns and discover which asset classes, like private equity, drive portfolio performance

Asset Flows

Graph historical and current trend lines for 25 asset classes to view changes or patterns over time

Portfolio Exposures

Input your portfolio's asset allocation to see your portfolio exposures across 25 asset classes by quartile breakdown and average as compared to the OCIO industry

Quartile Attribution

Break down any peer universe into four performance quartiles and further analyze the asset class attribution across time periods

OCIO Fee Analysis

Benchmark OCIO fees based on AUM sizes by using visualizations and key metrics like mean, median, high, low, and standard deviation