OCIO Analytics
Real Institutional Data
from a Reliable Source
OCIO Analytics provides a unique platform with seven specialized modules that deliver real, actionable insights into the OCIO industry. Formed through a partnership with Nasdaq in 2019 and the launch of the Alpha Nasdaq OCIO Indices, OCIO Analytics offers a comprehensive third-party platform. The peer universes draw from the performance and asset allocation data from over 1,350 institutional clients across 52 leading investment firms, all reported net of all fees. Built on a consistent taxonomy of twenty-five asset classes, institutions are assigned to five unique risk-based universes. This structure enhances accuracy by eliminating comparisons across differing risk profiles, resulting in more meaningful and relevant insights. Our platform is dedicated to promoting transparency in the OCIO industry, delivering real, validated returns and allocations. OCIO Analytics continuously evolves with client feedback to ensure an intuitive user experience that meets the specific needs of each user.
Key Features
Benchmark institution performance and view percentile rankings against a customizable universe of over 1,300 institutions
Designed for Every User
Asset Owners
Help fulfill your fiduciary duty to monitor and evaluate your OCIO or consultant. Each quarter compare your investment performance and asset asset allocation to over 1,300 institutions
OCIOs and Consultants
Compare your performance and asset allocation to the OCIO industry and over 1,300 institutions. Show clients and prospects your performance versus the OCIO industry
Wealth Managers
Create multi-asset class benchmarks to show your clients and prospects more relevant performance and asset allocation comparisons than traditional stock/bond benchmarks
Money Managers
Analyze the OCIO industry to monitor asset allocations and asset flows across 25 asset classes each quarter and longer time periods. Use this data to understand where OCIOs are allocating capital
Testimonials
What Clients are Saying
“OCIO Analytics is an invaluable research tool for any allocator. We use it regularly to educate stakeholders, benchmark returns, and analyze portfolios. It’s customizable analytics and depth of data offer real-time insights unavailable anywhere else.”
