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.
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 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
Q3 2021 Performance Results
| Index | MRQ | 1 YR | 3 YR | 5 YR | 7 YR | 10 YR |
|---|---|---|---|---|---|---|
| Broad Market Index | -0.08 | 17.31 | 10.26 | 9.4 | 7.85 | 9.19 |
| Defined Benefit Pension Plans Index | -0.24 | 13.25 | 10.58 | 9.07 | 7.96 | 9.48 |
| Endowments & Foundations Index | 0.12 | 20.88 | 10.33 | 9.98 | 7.97 | 9.25 |
| Healthcare Operating Reserves Index | -0.31 | 17.46 | 9.04 | 8.67 | 7.14 | 8.4 |
| Insurance Reserves Index | -0.36 | 14.79 | 9.16 | --- | --- | --- |
| Aggressive Asset Allocation Index | -0.17 | 25.33 | 11.96 | 11.78 | --- | --- |
| Moderately Aggressive Asset Allocation Index | 0.26 | 22.7 | 11.19 | 10.78 | 8.51 | 9.68 |
| Moderate Asset Allocation Index | -0.28 | 18.06 | 9.85 | 9.48 | 7.81 | 9.19 |
| Moderately Conservative Asset Allocation Index | -0.2 | 10.98 | 9.17 | 7.9 | 7.04 | 8.72 |
| Conservative Asset Allocation Index | -0.01 | 2.95 | 8.09 | 5.94 | 5.87 | 7.36 |
— 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
ACG
Agility
Angeles Investment Advisors
Atlanta Consulting Group
Beacon Pointe
BNY Mellon
Brown Advisory
Canterbury Consulting
Clearstead Advisors
Commonfund
CornerStone Partners
Crewcial Partners
DeMarche
Edgehill Endowment Partners
FEG Investment Advisors
Fidelity Institutional Mgmt.
Fiducient Advisors
Gallagher
Global Endowment Mgmt.
Investure
JPMorgan Asset Mgmt.
KF Advisors
Lowe, Brockenbrough
Marquette Associates
Meketa Investment Group
MEMCO
NEPC
Northern Trust
PFM Asset Mgmt.
PNC Institutional Asset Mgmt.
RockCreek
Russell Investments
SEI
Silvercrest Asset Mgmt.
Spider Management
Sterling Capital Mgmt.
Strategic Investment Group
TIFF Investment Mgmt.
US Bank Inst. Asset Mgmt.
Vanguard
Verger Capital
Verus
Wespath Institutional Inv.
Wilshire Associates