OCIO Directory
A Clear View of the OCIO Provider Landscape
A centralized, SEC-sourced catalogue of OCIO providers giving investors transparent access to firm and strategy insights.
Inside the OCIO Analytics Platform
Browse the OCIO universe and quickly compare firms by strategy, size, services, and key characteristics.
Dive into performance, asset allocation, risk, and exposures to uncover insights across providers and portfolios.
Track changes over time with continuously updated data to support ongoing oversight and informed decisions.
Objective Insights for More Confident Decisions
- Access verified firm profiles including size, strategy, AUM, client types and service model—sourced directly from SEC-filed ADV forms and refreshed weekly
- Filter and sort providers by key criteria, such as client type and employee/investment size
- Compare provider data using standardized taxonomy and metrics
- Support your due-diligence and provider-selection process
- Maintain oversight and monitor provider disclosures throughout the lifecycle of the relationship
Subscription Packages
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Plan Discover
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Plan Evaluate
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Plan Premium
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Access to OCIO Directory |
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Access to OCIO Fiduciary Oversight |
(14-day free trial) |
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Access to OCIO Analytics |
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(14-day free trial) |
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Free |
$2,000 /Year |
Contact for Pricing |
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| Get Free Access | Subscribe Now | Contact Us |
Frequently Asked Questions
What information is included in the OCIO Directory?
The OCIO Directory provides detailed profiles of OCIO providers, including firm background, assets under management, investment approach, service offerings, and mandate characteristics.
The Directory is designed to give you a clear, standardized view of the OCIO landscape, making it easier to understand how providers differ and where they may be best suited.
How is the OCIO Directory different from a traditional OCIO search or consultant database?
Unlike traditional search tools or consultant-maintained databases, the OCIO Directory is independently built and designed for transparency and comparability.
Rather than filtering providers solely through pre-defined search criteria or consultant frameworks, the Directory allows you to explore OCIOs directly, review standardized firm information, and form your own initial assessments without relying on proprietary screening methodologies.
Where does the data in the OCIO Directory come from?
The OCIO Directory is built using independently sourced information from the Form ADVs filed with the SEC. The OCIO Directory scans the SEC weekly and updates the data automatically.
