Family Offices
Clarity to Support Long-Term Investment Decisions
Independent analytics to benchmark portfolios, evaluate managers and OCIO providers, and refine investment strategies.
The Challenges Family Offices Face
1
True Peer Transparency
Compare portfolios with similar asset sizes and risk profiles, not broad benchmarks.
2
Communicate Results with Clarity
Explain allocations, fees, and outcomes confidently to boards and stakeholders.
3
Industry Fee Benchmarks
Compare proposed or current fees across the OCIO industry
4
Strengthen Governance Confidence
Support committees with clean, defensible oversight and documentation.
5
Data-backed Investment Decisions
Use objective data to validate strategic investment decisions.
How OCIO Analytics Supports Family Offices
OCIO Analytics delivers the independent insight family offices need to evaluate portfolios and OCIO relationships with confidence.
- Compare OCIO providers using independent, consistent data
- Benchmark performance and allocations against similar institutions
- Evaluate whether fees align with peer expectations
- Support governance with clear, defensible oversight tools
- Understand exposures, drivers, and portfolio trends at a deeper level
Relevant Features for Family Offices
Risk Analysis
See factor, sector, and regional exposures through an independent lens.
Watch Quick Demo
Risk Analysis
See factor, sector, and regional exposures through an independent lens.
Watch Quick DemoA Broad Data Foundation That Strengthens Your Benchmarks
OCIO Analytics incorporates data from over 50 leading investment firms and OCIO providers, giving asset owners a more complete and reliable view of the market.
Frequently Asked Questions
How can OCIO Analytics help us compare outsourced CIO providers more objectively?
OCIO Analytics enables family offices to evaluate outsourced CIO providers using independently sourced, standardized data. The platform allows you to compare performance, asset allocation, and fees across relevant peer groups, providing context beyond provider-specific reporting.
This peer-based approach supports more objective evaluation and helps family offices assess alignment with long-term investment goals and governance priorities.
Can we use the platform to validate fees and performance for principals or committees?
Yes. OCIO Analytics supports transparent review of fee structures and performance results, enabling family offices to validate information shared by providers and present clear, comparable insights to principals or investment committees. The platform’s standardized outputs help facilitate informed discussions and support ongoing oversight.
Do we need to upload portfolio data to benchmark against peers?
No. OCIO Analytics can be used without uploading portfolio-level data. You can benchmark against peer groups using independently sourced OCIO data and add portfolio inputs later if deeper analysis is required. This allows family offices to engage with the platform while maintaining discretion and flexibility.
Strengthen Long-Term Oversight with Independent Intelligence
Our team will schedule a personalized walk-through to showcase how family offices can use OCIO Analytics to evaluate managers, benchmark results, and support informed decisions across generations.
