OCIO Analytics
Unlock OCIO Fee Analysis 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.
OCIO Fee Analysis
The OCIO Fee Analysis module lets users enter a proposed or existing fee and compare it with peer institutions to see whether it falls above or below market rates.
Users can select AUM size and client type for a more precise comparison. Key outputs include mean, median, standard deviation, high and low fees, and the entered fee's position relative to mean and median.
Fee analysis is currently available for Endowments & Foundations and Healthcare Operating Reserves.