Our Clients

The Platform Trusted by OCIO Decision-Makers

Independent analytics powering evaluation, benchmarking, oversight, and strategic investment decisions.

Trusted By Institutions Across the OCIO Landscape

We support allocators, investment offices, and advisory teams seeking objective, OCIO-specific intelligence to evaluate performance, compare providers, and make confident long-term decisions.

Organizations We Work With

*More client partnerships coming soon—we’re continuously expanding as relationships evolve.

Client Experiences & Outcomes

Real users share how OCIO Analytics supports reporting,
benchmarking, evaluation, and oversight.

“OCIO Analytics is an invaluable research tool for any allocator. We use it regularly to educate stakeholders, benchmark returns, and analyze portfolios. Its customizable analytics and depth of data offer real-time insights unavailable anywhere else.”

Rip Mecherle

CFA, Chief Investment Officer

“Utilizing OCIO Analytics has revolutionized our investment oversight, providing us with unparalleled insights and comparative data that ensure our decisions are both informed and aligned with industry benchmarks. This tool has been instrumental in elevating our fiduciary responsibility and confidence in our strategic direction.”

David Ramage

Chief Investment Officer

“We benchmark performance, compare allocations, and even tie peer results to our compensation framework. OCIO Analytics is more current, more OCIO-specific, and far easier to use than the data sets we relied on before.”

Nolan Bean

Chief Investment Officer

“The fee benchmarking module is incredibly valuable — it gives us comparative data we can’t get anywhere else. For client requests around allocation or fee positioning, the tool lets us answer with confidence.”

Kyle Adams

Senior Principal

OCIO fee analysis dashboard displayed on laptop

Why Institutional Investors Choose OCIO Analytics

  • Independent and Unbiased: Data sourced independently—no provider influence
  • OCIO-Specific Data: Built specifically for OCIO analysis, not generalized
  • Benchmarking and Peer Views: Compare performance, fees, allocation, and cohorts based on quarterly data
  • Fee Transparency Tools: Understand where fee structures sit
relative to peers
  • Oversight and Governance Support: Validate decisions via measurable, comparable data
  • Board-Ready Reporting: Clear outputs to support investment committees and fiduciary review
Explore Our Solutions

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