Performance
Benchmark institutional performance and percentile rankings against a customizable peer universe.
OCIO Analytics
Real institutional data. Better OCIO decisions.
A comprehensive third-party platform for comparing performance, allocation, risk, attribution, flows, and fees across the OCIO industry.
1,650+Institutional portfolios
56Leading investment firms
25Consistent asset classes
Direct answer
What is OCIO Analytics?
OCIO Analytics is an independent institutional data platform built from validated, net-of-fee returns and asset allocations. It helps asset owners and investment organizations compare outcomes against relevant peers instead of broad, mismatched benchmarks.
The platform grew from the Alpha Nasdaq OCIO Indices and organizes institutions into risk-based universes to improve apples-to-apples analysis.
Ten connected modules
Move from a performance number to an explanation.
Asset Allocation
Compare portfolio allocations across a consistent taxonomy of 25 asset classes.
Risk Analysis
Understand the relationship between risk, return, and institutional outcomes.
OCIO Fee Analysis
Benchmark fees across AUM ranges using mean, median, high, low, and dispersion.
Asset Class Attribution
Identify which asset classes have driven performance across peer groups.
Portfolio Exposures
See portfolio exposures by quartile and compare them with the OCIO industry.
Asset Flows
Track historical shifts across asset classes and institutional universes.
Quartile Attribution
Study the allocation and return characteristics of performance quartiles.
Dispersion
Measure the range of outcomes within comparable institutional peer groups.
Dispersion Capture Ratio (DCR)
Compare dispersion capture ratios across relevant institutional peer groups and periods.
Asset owners
Strengthen oversight
Benchmark performance, allocation, risk, and fees against institutions with similar objectives.
OCIOs and consultants
Explain outcomes
Place client performance and allocation in a transparent, industry-wide context.
Money managers
Understand demand
Analyze allocation changes and asset flows across institutional portfolios.
Transparency and oversight
Better data strengthens the fiduciary conversation.
The OCIO Transparency Framework gives investment committees a common language for evaluating performance, fees, implementation, governance, communication, and data access throughout an OCIO relationship.
Read the OCIO Transparency Framework →A better selection process starts here
See the OCIO industry more clearly.
Use validated institutional data to improve monitoring, benchmarking, provider evaluation, and stakeholder education.
Explore OCIO Analytics