Regulatory AUM and client counts
Review disclosed regulatory assets under management alongside reported client counts to establish an initial view of each firm.
Independent OCIO market intelligence
OCIO Intelligence.
A dedicated home for provider research.
OCIO Intelligence is a free public directory built to help fiduciaries find named OCIO providers and compare consistent facts before deeper diligence begins.
FreePublic provider research
SECForm ADV and brochure sources
NeutralNo rankings or recommendations
Direct answer
What is OCIO Intelligence?
OCIO Intelligence is a standalone application that helps institutions research named outsourced chief investment officer providers.
It organizes information from public SEC Form ADV filings and related brochures into common fields, making it easier to establish a factual baseline across firms before requesting proposals or conducting deeper due diligence.
Research providers with OCIO IntelligenceStandardized provider attributes
Put public disclosures into a comparable frame.
The directory brings commonly requested firm details together so researchers can spot similarities, differences, and questions worth pursuing.
Locations and client types
See where a provider operates and the institutional client categories represented in its public regulatory disclosures.
Leadership and ownership
Understand key leadership and ownership details that can inform questions about accountability, continuity, and alignment.
Private funds and fee disclosures
Surface disclosed private-fund activity and fee information for more focused follow-up during provider diligence.
How to use the directory
From market scan to better diligence.
Use the directory to organize the beginning of the research process—not to shortcut the fiduciary work that follows.
Find named providers
Search the public directory for OCIO firms already under consideration or use it to begin mapping the market.
Compare common fields
Review standardized public information across firms so early comparisons start from a more consistent baseline.
Build the diligence agenda
Turn what you find into sharper questions for current filings, proposals, references, interviews, and finalist evaluation.
Important diligence context
A starting point—not a scorecard.
OCIO Intelligence does not rank, endorse, or recommend providers. Public disclosure data can clarify the market, but it cannot determine which firm is right for a specific institution.
A defensible selection still requires current source-document review and direct evaluation of the proposed team, investment capabilities, performance, fees, conflicts, governance fit, service model, and references.
Build a stronger evaluationCommon questions
OCIO Intelligence FAQs
A standalone, transparent resource for the first stage of provider research.
What is OCIO Intelligence?
OCIO Intelligence is a standalone public research application for comparing OCIO providers. It helps institutions find and compare named outsourced chief investment officer providers using standardized information from public regulatory disclosures.
Is OCIO Intelligence free to use?
Yes. The OCIO provider directory is publicly available through OCIO Intelligence and can be used without purchasing access.
Where does the directory data come from?
Directory information is drawn from public SEC Form ADV filings and related brochures. Because firms can amend their filings, users should confirm important details against the latest source documents.
What provider information can I compare?
Standardized fields include regulatory assets under management, client counts, locations, client types, leadership, ownership, private funds, and fee disclosures.
Does OCIO Intelligence rank or recommend providers?
No. OCIO Intelligence is a diligence starting point, not a ranking, endorsement, or recommendation. Selecting an OCIO requires deeper evaluation of the proposed team, capabilities, performance, fees, conflicts, service model, and fit with the institution.
A better selection process starts here
Research the OCIO market with greater clarity.
Use OCIO Intelligence to research providers, compare public facts, and prepare better questions before deeper diligence begins.
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