OCIO Analytics
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.
The Performance module lets users enter portfolio performance data and instantly view percentile rankings within a selected peer universe. Risk-Based Universes can be used to remove institutions with materially different risk profiles, making comparisons more relevant.
Users can filter by client type, risk allocation, account size, and reporting period, then export results to Excel, PDF, or JPEG.