Wealth Managers
Clarity That Strengthens Your Client Recommendations
Independent, comparable data to evaluate fund managers and build stronger portfolios.
What Wealth Managers Need
1
Meaningful Peer
Context
Understand how fund managers and strategies compare across performance, allocation mix, fees, and risk.
2
Client Reporting
with Clarity
Easily translate performance and allocation decisions into narratives clients can understand.
3
Portfolio Construction Support
Use peer universes and attribution data to refine model portfolios and rebalance thoughtfully.
4
Fee & Structure Transparency
Compare fund manager pricing and terms against industry benchmarks.
5
Objective
Validation
Support recommendations with independent, defensible data.
How OCIO Analytics Supports Wealth Managers
OCIO Analytics provides wealth managers with comparable, unbiased data to evaluate fund managers, construct portfolios, and support client conversations.
- Compare fund managers using standardized, independent data
- Assess performance, allocations, and fees across multiple fund managers
- Create portfolios with clear, peer-based comparisons
- Present client-ready reporting and insights in a simple, explainable format
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 Wealth Managers
Asset Allocation
Understand how underlying asset mixes compare to peer institutions.
Watch Quick Demo
OCIO Fee Analysis
Help clients understand fee reasonableness using independent, industrywide data.
Watch Quick Demo
Asset Allocation
Understand how underlying asset mixes compare to peer institutions.
Watch Quick Demo
OCIO Fee Analysis
Help clients understand fee reasonableness using independent, industrywide data.
Watch Quick Demo
Frequently Asked Questions
How can OCIO Analytics help me evaluate fund managers more objectively?
OCIO Analytics provides independently sourced, standardized data that allows wealth managers to compare fund managers across consistent metrics, including performance, fees, and asset allocation characteristics.
By evaluating fund managers within relevant peer groups rather than relying solely on provider materials or single benchmarks, the platform helps support more objective assessments and clearer investment decisions.
Can I use platform outputs directly in client-facing reporting or presentations?
Yes. OCIO Analytics is designed to support client communication. Reports and visual outputs can be incorporated into client-facing materials to help explain performance context, portfolio positioning, and manager selection decisions.
This enables wealth managers to deliver clearer, more transparent insights without relying on custom or manual reporting.
Does the platform support portfolio construction or model allocation workflows?
OCIO Analytics supports portfolio analysis and comparison by allowing users to evaluate asset allocation structures, benchmark multi-asset portfolios, and compare strategies across peer groups.
While it does not replace portfolio management systems, the platform complements portfolio construction and model allocation workflows by providing independent context to inform allocation decisions.
Support Client Decisions with Data-Backed Portfolio Insights
Our team will schedule a personalized walk-through to showcase how wealth managers can use OCIO Analytics to evaluate fund managers, refine allocations, and bring stronger evidence into client conversations.
