Skabe gennemsigtighed for institutionelle investeringer
Alpha Capital Management har indgået partnerskab med Nasdaq for at levere branchens første suite af OCIO indices. Alpha Nasdaq OCIO Indices sigter mod at skabe gennemsigtighed for OCIO-industrien og er designet til at give investors og OCIO-virksomheder mulighed for objektivt at måle OCIO-præstation mod konkurrenter.
Præstationsresultater for Q4 2025
| Index | MRQ |
1ÅR |
3ÅR |
5ÅR |
7ÅR |
10ÅR |
|---|---|---|---|---|---|---|
| Broad Market Index | 2.00 | 13.25 | 11.58 | 5.57 | 8.35 | 7.44 |
| Defined Benefit Pension Plans Index | 1.24 | 11.07 | 9.46 | 3.09 | 6.84 | 6.48 |
| Endowments & Foundations Index | 2.56 | 14.77 | 12.91 | 7.34 | 9.52 | 8.22 |
| Healthcare Operating Reserves Index | 2.20 | 13.89 | 11.64 | 6.18 | 8.30 | --- |
| Insurance Reserves Index | 1.73 | 12.32 | 11.76 | 5.71 | --- | --- |
| Aggressive Allocation Index | 2.47 | 15.58 | 14.11 | 8.20 | 11.08 | --- |
| Moderate Aggressive Allocation Index | 2.57 | 15.13 | 13.16 | 7.71 | 10.12 | 8.73 |
| Moderate Allocation Index | 2.27 | 14.29 | 12.57 | 6.26 | 8.78 | 7.76 |
| Moderate Conservative Allocation Index | 1.26 | 10.91 | 9.04 | 2.61 | 5.91 | 5.72 |
| Conservative Allocation Index | 0.70 | 7.59 | 5.83 | -0.31 | 3.45 | 3.73 |
| MSCI ACWI | 3.37 | 22.87 | 21.21 | 11.70 | 14.54 | 12.28 |
| S&P 500 | 2.66 | 17.88 | 23.01 | 14.41 | 17.29 | 14.82 |
| Bloomberg US Aggregate | 1.10 | 7.30 | 4.66 | -0.36 | 1.99 | 2.01 |
| 60 % MSCI ACWI / 40 % Bloomberg US Aggregate | 2.46 | 16.52 | 14.41 | 6.86 | 9.61 | 8.28 |
| 60 % S&P 500 / 40 % Bloomberg US Aggregate | 2.03 | 13.70 | 15.46 | 8.47 | 11.22 | 9.78 |
--- Indikerer, at der er for få data til at udlede et resultat.
Podcast
OCIO Indices
I denne episode af The Source podcast satte vi os ned med Ron Klotter og Brad Alford for at tale om OCIO indices skabt gennem et partnerskab mellem Nasdaq og en virksomhed grundlagt af Brad, Alpha Capital Management.
Bidragende OCIO'er
Angeles Investment Advisors
Aon
Asset Consulting Group
Rådgivere inden for aktivstrategi
Atlanta Consulting Group
Beacon Pointe Advisors
BNY
Brockenborough
Brown Advisory
Cambridge Associates
Canterbury Consulting
Capricorn Investment Group
Cerity Partners OCIO
Clearstead Advisors
Commonfund
Cornerstone Partners
Crewcial Partners
Cynosure Capital Management
Disciplina Group
FEG Investment Advisors
FIdelity Institutional Mgmt.
Fiducient Advisors
Glenmede
Global Endowment Mgmt.
Global Strategic NextGen OCIO
Goldman Sachs Asset Mgmt.
Highland Associates
Hirtle Callaghan
Investure
JPMorgan Asset Mgmt.
LCG Associates
Marquette Associates
Meketa Investment Group
MEMCO
Mercer
NEPC
Northern Trust
PNC Institutional Asset Mgmt.
Prime Buchholz
Principal Global Advisors
Prodigy Asset Mgmt.
RockCreek
Russell Investments
Silvercrest Asset Mgmt.
Spider Management
State Street Global Advisors
Sterling Capital Mgmt.
Strategic Investment Group
TIFF Investment Mgmt.
US Bancorp Asset Mgmt.
Verger Capital
Verus
Wespath Institutional Inv.
Wilshire
WTW
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