Alpha Capital Peer Universes

Advancing Industry Transparency

Peer Universes
for Better Benchmarking

These universes were built to have a third-party and unbiased analysis of portfolio performance and asset allocation. This interactive online tool allows users to compare their performance and asset allocation versus over one thousand two hundred institutions.

First Risk-Based
Peer Universes

Peer Universes that are populated by analyzing the asset allocation across 25 asset classes in order to assign each institution to 5 unique risk universes. This eliminates peer universes populated with portfolios with very different risk profiles. The result is more accurate and relevant peer universes based on asset allocation and risk metrics.

Over 1,200 Institutions
in the Universes

Fifty-one leading investment firms populating these universes with almost 1,300 of their institutional clients' net of all fees performance and asset allocation across 25 asset classes. An unparalleled amount of valuable data for a fraction of the price of other peer universes in the market.

"Utilizing Alpha Capital's Peer Universes has revolutionized our investment oversight, providing us with unparalleled insights and comparative data that ensure our decisions are both informed and aligned with industry benchmarks. This tool has been instrumental in elevating our fiduciary responsibility and confidence in our strategic direction.”

- David R. with AccessLex Institute

GAIN DEEPER INSIGHTS

SEE ALPHA CAPITAL'S PEER UNIVERSES IN ACTION

Receive a complimentary walk-through of the platform.

Let Our Team Do It For You

Alpha Capital offers the Peer Universes+ program.

Customized Quarterly Reports

Receive quarterly reports with your investment performance already loaded in for comparison.

Personalized Presentations

Hear how your investment performance measures against your peers with a genuine "apples-to-apples" comparison.

OCIO Industry Overview

Arm yourself with the most relevant context for your holdings and the wider investment landscape.

Learn More

ALPHA CAPITAL'S PEER UNIVERSES IN THE NEWS
"The Returns Gap Between the Best and Worst OCIOs is the Largest in Years," Institutional Investor," by Alicia McElhaney, June 10, 2024