Alpha Nasdaq OCIO Index

OCIO Indices Podcast: What OCIOs Need to Know
(32 mins)
In this episode of The Source podcast, 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.

Creating transparency for institutional investing

Alpha Capital Management has partnered with Nasdaq to deliver the industry’s first suite of OCIO indices. 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 OCIO performance against peers.

IndexMRQ1 YR3 YR5 YR7 YR10 YR
Broad Market Index4.88.316.467.846.897.58
Defined Benefit Pension Plans Index4.169.827.528.677.668.35
Endowments & Foundations Index5.427.55.917.436.547.2
Healthcare Operating Reserves Index4.776.415.176.915.956.71
Insurance Reserves Index3.977.42------------
Aggressive Asset Allocation Index6.769.216.8---------
Moderately Aggressive Asset Allocation Index5.877.966.388.026.817.33
Moderate Asset Allocation Index5.
Moderately Conservative Asset Allocation Index3.598.116.637.817.027.77
Conservative Asset Allocation Index1.929.187.387.416.947.51

— Indicates there are fewer than 15 observations for that time period

OCIOs using this mark are advancing transparency by contributing to the Alpha Nasdaq indices:

Contributing OCIOS as of 30 Sept 2020

Angeles Investment Advisors
Atlanta Consulting Group
Colonial Consulting
DiMeo Schneider & Assoc.
FEG Investment Advisors
Fidelity Institutional Mgmt.
Global Endowment Mgmt.
Lowe, Brockenbrough
Meketa Investment Group
PFM Asset Mgmt.
PNC Institutional Asset Mgmt.
Russell Investments
Sterling Capital Mgmt.
Strategic Investment Group
TIFF Investment Mgmt.
Verger Capital
Wilshire Associates

Learn more about the Alpha Nasdaq OCIO Index.