Through a partnership formed in 2019 with Nasdaq, OCIO Analytics has delivered the industry's first suite of OCIO indices. The Alpha Nasdaq OCIO Indices aim to create transparency in the OCIO industry and give investors and OCIO firms the ability to objectively measure performance against peers.
Alpha Nasdaq OCIO Indices at 9/30/24
Data Source
The Alpha Nasdaq OCIO indices are based on anonymized account-level return streams, asset allocation, and metadata reported directly by OCIO firms. The indices use this anonymously reported data to construct a family of indices that represent the broad OCIO market along with variations of the OCIO market to more appropriately reflect the nuances across sub-categories, such as plan type and risk profile.
Index Constituents
The Alpha Nasdaq OCIO Broad Market Index includes all account-level returns streams reported by OCIOs. The Plan type indices are based on the associated plan type for each account as reported by each OCIO. The risk based indices are based on the asset allocation for each account as reported by each OCIO. Below are the number of observations included in each of the Alpha Nasdaq OCIO Indices as of 9/30/2024. Unreported periods have too few observations to calculate as a result.
