OCIO Indices: What institutional investors need to know

17 August 2020

(26 min podcast) In this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers.

Brad and Ron shared their insights for institutional investors on what they need to know to best leverage these indices. Ron and Brad’s extensive experience working for and with OCIO managers gives them a unique perspective to share where they see such opportunities for investors.

Listen to “Part 1: What OCIOs Need to Know”  and “Part 3: How Emerging Managers Can Position Their Strategies for OCIO Platforms”

About our speakers:

Ron Klotter has more than 35 years of experience working in the investment management industry, including working as a senior investment consultant, head of equity product management at Wellington Management Company, and most recently, managing director at Strategic Investment Group, a large OCIO firm.

Brad Alford founded Alpha Capital Management in July of 2006 and currently serves as principal at Alpha Capital. He has 30 years of investment management experience and directs the firm’s OCIO and consultant search service, which designs and runs investment consultant and OCIO searches for institutions.

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