Money Managers
Insight Into Where You Stand in the OCIO Market
Independent insights to help you differentiate your strategies with clients.
The Challenges Money Managers Face
1
Understand Strategy
Usage
See how your products appear across institutional OCIO portfolios.
2
Prove Competitive
Edge
Show how your performance, fees, or exposures compare against peers.
3
Defend Allocation
Decisions
Support conversations with data-backed allocation and exposure insights.
4
Strengthen Sales
Narratives
Use independent benchmarks to validate your pitch.
5
Win Mandates
with Evidence
Back recommendations with quantifiable peer-relative results.
How OCIO Analytics Supports Money Managers
OCIO Analytics gives managers clearer context on how their strategies are used and how they compare across the OCIO universe.
- Reveal where your strategies sit within OCIO portfolios
- Identify which managers and strategies are gaining or losing share
- Provide insights into exposures, flows, and portfolio construction trends
- Contextualize performance and risk relative to competitors
- Strengthen institutional sales conversations with independent data
A 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.
Relevant Features for Money Managers
Asset Class Attribution
Understand which portfolios with similar characteristics are gaining traction in key asset classes.
Performance
Benchmark performance vs. similar portfolios/strategies with independent attribution.
Watch Quick Demo
Asset Class Attribution
Understand which portfolios with similar characteristics are gaining traction in key asset classes.
Performance
Benchmark performance vs. similar portfolios/strategies with independent attribution.
Watch Quick DemoFrequently Asked Questions
How can OCIO Analytics help us position our strategy in institutional sales conversations?
OCIO Analytics provides independent, industry-wide data that helps money managers understand how their strategies compare within the OCIO ecosystem. The platform offers standardized views of performance, allocation, and fee structures, enabling more informed and credible discussions with institutional audiences.
This independent context can help support clearer positioning and more data-driven conversations without relying solely on firm-generated materials.
Can we compare our strategies against competitors by performance, allocation, or fees?
Yes. OCIO Analytics enables you to compare strategies across key dimensions such as performance, asset allocation, and fees relative to relevant peer groups.
These comparisons are designed to provide context and transparency, helping money managers understand relative positioning across the OCIO landscape.
Does the platform show which asset classes or managers are gaining share across OCIO portfolios?
OCIO Analytics provides visibility into allocation trends and portfolio composition across OCIO mandates.
You can analyze how exposure to different asset classes and strategies has evolved over time, offering insight into broader OCIO allocation patterns. This helps money managers better understand where demand may be shifting across the OCIO ecosystem.
See How Independent OCIO Insight Supports Your Strategy
Our team will schedule a personalized walk-through to showcase how money managers use the platform to benchmark strategies, demonstrate competitive strength, and support institutional sales conversations.
