OCIOs & Consultants
The Context You Need to Demonstrate Your Value
Independent analytics to strengthen reporting, contextualize results, and support clearer client conversations.
What OCIOs & Consultants Need
1
Clear Peer
Context
Show how allocations, risk, and performance compare across the OCIO landscape.
2
Stronger Client
Reporting
Deliver clean, consistent benchmarking that deepens trust and transparency.
3
Competitive
Differentiation
Highlight strengths and positioning with unbiased comparison data.
4
Reliable Market
Data
Use standardized peer groups and fee metrics to anchor conversations in fact.
5
Proposal & Pitch
Support
Bring independent insights into finalist decks, RFPs, and client discussions.
How OCIO Analytics Supports OCIOs & Consultants
OCIO Analytics gives OCIO providers transparent, industry intelligence to enhance reporting, improve communication, and better serve clients.
- Offer independent peer context for performance, fees, allocations, and risk
- Enhance client reports with clear, comparative analytics
- Strengthen proposals and finalist decks with data-driven insights
- Identify industry trends in flows, exposures, and positioning
- Build more informed discussions around portfolio construction and oversight
“The fee analysis tool alone has been hugely valuable; it’s the only reliable way we’ve found to benchmark pricing with real data.”
– Kyle Adams, CFA, Senior Principal,
Cerity Partners
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 OCIOs & Consultants
Risk Analysis
Show clients how results compare across similar OCIO portfolios and risk profiles.
Watch Quick Demo
Asset Allocation
Contextualize portfolio construction through allocation comparisons across 25+ asset classes.
Watch Quick Demo
OCIO Fee Analysis
Evaluate where your fees sit relative to competitors by size and client type.
Watch Quick Demo
Risk Analysis
Show clients how results compare across similar OCIO portfolios and risk profiles.
Watch Quick Demo
Asset Allocation
Contextualize portfolio construction through allocation comparisons across 25+ asset classes.
Watch Quick Demo
OCIO Fee Analysis
Evaluate where your fees sit relative to competitors by size and client type.
Watch Quick DemoFrequently Asked Questions
How is OCIO Analytics different from traditional market benchmarks?
Traditional market benchmarks measure performance against broad indices. OCIO Analytics provides peer-based benchmarking that enables consultants and OCIOs to compare performance, asset allocation, and fees across comparable OCIO mandates.
This peer-relative approach offers greater context than single-index benchmarks and supports more meaningful evaluation and communication with clients.
Do we need to upload portfolio data to start using the platform?
No. OCIO Analytics can be used without uploading portfolio-level data. You can begin by exploring peer benchmarks, asset allocation trends, and comparative insights across the OCIO universe.
Portfolio data can be added later if deeper analysis is required, allowing you to engage with the platform at your own pace.
Can we export reports or use visuals in committee or client presentations?
Yes. OCIO Analytics supports the use of reports and visual outputs in client and committee materials. These outputs are designed to help consultants and OCIOs clearly communicate insights, contextualize results, and support more informed discussions.
This flexibility makes it easier to integrate OCIO Analytics into existing reporting and presentation workflows.
See How OCIO Analytics Strengthens Client Conversations
Our team will schedule a personalized walk-through to show how OCIOs and consultants can benchmark peers, assess positioning, and support client conversations using independently sourced OCIO intelligence.
