12/31/2022 Index Results
A New Industry Standard
TransparentFifty OCIOs agree to provide data in the same format using a published methodology
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Measurable
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Industry Approved
Alpha Capital and Nasdaq developed these indices in partnership with leading OCIOs
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Why Leading OCIOs have Joined the Alpha Nasdaq OCIO Indices
“During a decade of strong growth in the US OCIO industry, aided by favorable and stable capital markets, asset owners, consultants and OCIO providers have lacked consensus on how to publish track records using a standard, consistent methodology,” said Samantha Davidson, CFA, Mercer’s US OCIO Leader. “As the industry has matured, customized OCIO solutions have flourished, causing many industry professionals to become wary that a lack of standardized reporting could lead to unwelcome surprises in the event of a sustained market downturn. Mercer is delighted to be able to contribute to the Alpha Nasdaq OCIO indices — not only to improve transparency for clients, but also to allow for improved communication about the implementation of our strategy with the consultant and asset owner communities.”
Tom Kennelly, Head of OCIO Investment Strategy for State Street Global Advisors, “The OCIO market continues to accelerate growth at an impressive pace. The broad interest from a variety of asset owner’s has increased the need for transparency and evaluation of performance among OCIO providers. While outsourced solutions are highly customized, the OCIO index provides another lens at which to objectively review performance.”
“We’ve witnessed a rapidly growing market without consistent standards by which participants are measured,” said Jed Laskowitz, Global Head of JP Morgan Asset Management Solutions. “Alpha Capital’s indices are an independent data source that provide additional transparency on OCIO performance and help us validate our own competitive positioning.”
Moustapha Abounadi, Head of Business Strategy for BNY Mellon Investor Solutions, “The lack of performance transparency is a key impediment to asset owners’ ability to evaluate and make informed decisions about OCIO providers. The Alpha Nasdaq OCIO indices represent an important step in dealing with this issue. We are therefore excited to contribute to this important initiative.”
Stephen McCourt, Meketa Co-CEO, “We believe the indices will provide institutions another avenue to evaluate performance of OCIO providers and are happy to participate.”
Brigid Peterson, Head of Endowments & Foundations for Brown Advisory, “Historically, OCIO providers and institutions have struggled to evaluate peer performance on an independent and consistent basis. The contributory model of Alpha Capital’s indices provide relevant points of comparison for institutions across OCIO providers. We see this as good news for the OCIO market overall and are happy to participate.”
To learn more about the indices, please go to Nasdaq's secure portal: www.AlphaNasdaqOCIO.com
“During a decade of strong growth in the US OCIO industry, aided by favorable and stable capital markets, asset owners, consultants and OCIO providers have lacked consensus on how to publish track records using a standard, consistent methodology,” said Samantha Davidson, CFA, Mercer’s US OCIO Leader. “As the industry has matured, customized OCIO solutions have flourished, causing many industry professionals to become wary that a lack of standardized reporting could lead to unwelcome surprises in the event of a sustained market downturn. Mercer is delighted to be able to contribute to the Alpha Nasdaq OCIO indices — not only to improve transparency for clients, but also to allow for improved communication about the implementation of our strategy with the consultant and asset owner communities.”
Tom Kennelly, Head of OCIO Investment Strategy for State Street Global Advisors, “The OCIO market continues to accelerate growth at an impressive pace. The broad interest from a variety of asset owner’s has increased the need for transparency and evaluation of performance among OCIO providers. While outsourced solutions are highly customized, the OCIO index provides another lens at which to objectively review performance.”
“We’ve witnessed a rapidly growing market without consistent standards by which participants are measured,” said Jed Laskowitz, Global Head of JP Morgan Asset Management Solutions. “Alpha Capital’s indices are an independent data source that provide additional transparency on OCIO performance and help us validate our own competitive positioning.”
Moustapha Abounadi, Head of Business Strategy for BNY Mellon Investor Solutions, “The lack of performance transparency is a key impediment to asset owners’ ability to evaluate and make informed decisions about OCIO providers. The Alpha Nasdaq OCIO indices represent an important step in dealing with this issue. We are therefore excited to contribute to this important initiative.”
Stephen McCourt, Meketa Co-CEO, “We believe the indices will provide institutions another avenue to evaluate performance of OCIO providers and are happy to participate.”
Brigid Peterson, Head of Endowments & Foundations for Brown Advisory, “Historically, OCIO providers and institutions have struggled to evaluate peer performance on an independent and consistent basis. The contributory model of Alpha Capital’s indices provide relevant points of comparison for institutions across OCIO providers. We see this as good news for the OCIO market overall and are happy to participate.”
To learn more about the indices, please go to Nasdaq's secure portal: www.AlphaNasdaqOCIO.com
News
"Alpha Capital Management, Nasdaq Broaden OCIO Index Offerings," FundFire, by Justin Mitchell, May 31, 2022
"Willis Towers Watson, State Street Join Alpha Nasdaq OCIO Indices," Chief Investment Officer, by Larry Light, May 23, 2022
"WTW, State Street Begin Contributing to Alpha Nasdaq OCIO Indices," Nasdaq Press Release, May 18, 2022
"OCIOs Slightly Outperformed a 60/40 Portfolio in Q1," FundFire, by Lisa Fu, Jun. 9, 2021
"JP Morgan and Northern Trust Among Six New OCIOs Contributing to the Alpha Nasdaq OCIO Index," Mar. 18, 2021
"Evestment to Offer Alpha Nasdaq OCIO Performance Data Through Platform," FundFire, by Aziza Kasumov, Nov. 19, 2020
"Alpha Nasdaq OCIO Indices now available on Evestment," Nasdaq Press Release, Nov. 18, 2020
"OCIO Growth Assisted by Volatile Times," Pensions & Investments, by Christine Williamson, Jun. 29, 2020
"Q1 Was OCIOs' First Real Stress Test. Did They Pass?" FundFire, by Aziza Kasumov, Jun. 17, 2020
"OCIO Firms Faltered During the First Quarter. But Institutions Still Want to Outsource...," Institutional Investor, by Alicia McElhaney, Jun. 16, 2020
"Alpha Capital Management Launches OCIO Indexes with Nasdaq," Pensions & Investments, by Christine Williamson, May 5, 2020
"An OCIO Performance Index Exists for the First Time. Here's How They Did," Institutional Investor, by Alicia McElhaney, Apr. 30, 2020
"Ready or Not: the OCIO Benchmark is Coming," FundFire, by Aziza Kasumov, Nov. 22, 2019
"Alpha Capital Joins with Nasdaq to Create OCIO Tools to Increase Transparency," Nov. 21, 2019
Podcast
"Brad Alford Discussing the Alpha Nasdaq OCIO Indices," The Source, Aug. 13, 2020
"Alpha Capital Management, Nasdaq Broaden OCIO Index Offerings," FundFire, by Justin Mitchell, May 31, 2022
"Willis Towers Watson, State Street Join Alpha Nasdaq OCIO Indices," Chief Investment Officer, by Larry Light, May 23, 2022
"WTW, State Street Begin Contributing to Alpha Nasdaq OCIO Indices," Nasdaq Press Release, May 18, 2022
"OCIOs Slightly Outperformed a 60/40 Portfolio in Q1," FundFire, by Lisa Fu, Jun. 9, 2021
"JP Morgan and Northern Trust Among Six New OCIOs Contributing to the Alpha Nasdaq OCIO Index," Mar. 18, 2021
"Evestment to Offer Alpha Nasdaq OCIO Performance Data Through Platform," FundFire, by Aziza Kasumov, Nov. 19, 2020
"Alpha Nasdaq OCIO Indices now available on Evestment," Nasdaq Press Release, Nov. 18, 2020
"OCIO Growth Assisted by Volatile Times," Pensions & Investments, by Christine Williamson, Jun. 29, 2020
"Q1 Was OCIOs' First Real Stress Test. Did They Pass?" FundFire, by Aziza Kasumov, Jun. 17, 2020
"OCIO Firms Faltered During the First Quarter. But Institutions Still Want to Outsource...," Institutional Investor, by Alicia McElhaney, Jun. 16, 2020
"Alpha Capital Management Launches OCIO Indexes with Nasdaq," Pensions & Investments, by Christine Williamson, May 5, 2020
"An OCIO Performance Index Exists for the First Time. Here's How They Did," Institutional Investor, by Alicia McElhaney, Apr. 30, 2020
"Ready or Not: the OCIO Benchmark is Coming," FundFire, by Aziza Kasumov, Nov. 22, 2019
"Alpha Capital Joins with Nasdaq to Create OCIO Tools to Increase Transparency," Nov. 21, 2019
Podcast
"Brad Alford Discussing the Alpha Nasdaq OCIO Indices," The Source, Aug. 13, 2020