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 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.

Q4 2021 Performance Results

IndexMRQ1 YR3 YR5 YR7 YR10 YR
Broad Market Index3.5411.1214.1110.168.088.98
Defined Benefit Pension Plans Index3.398.2513.910.018.059.17
Endowments & Foundations Index3.6313.514.610.568.39.12
Healthcare Operating Reserves Index3.7411.513.029.297.488.25
Insurance Reserves Index3.421012.22---------
Aggressive Asset Allocation Index5.0316.4617.912.53------
Moderately Aggressive Asset Allocation Index4.2715.2916.0311.498.949.6
Moderate Asset Allocation Index3.4811.2113.9510.18.088.97
Moderately Conservative Asset Allocation Index2.76.6211.918.717.028.35
Conservative Asset Allocation Index1.471.29.246.855.636.96

— 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

Angeles Investment Advisors
Atlanta Consulting Group
Beacon Pointe
BNY Mellon
Brown Advisory
Canterbury Consulting
Clearstead Advisors
CornerStone Partners
Crewcial Partners
Edgehill Endowment Partners
FEG Investment Advisors
Fidelity Institutional Mgmt.
Fiducient Advisors
Global Endowment Mgmt.
JPMorgan Asset Mgmt.
KF Advisors
Lowe, Brockenbrough
Marquette Associates
Meketa Investment Group
Northern Trust
PFM Asset Mgmt.
PNC Institutional Asset Mgmt.
Russell Investments
Silvercrest Asset Mgmt.
Spider Management
Sterling Capital Mgmt.
Strategic Investment Group
TIFF Investment Mgmt.
US Bank Inst. Asset Mgmt.
Verger Capital
Wespath Institutional Inv.
Wilshire Associates

Learn more about the Alpha Nasdaq OCIO Index.