Creando transparencia para la inversión institucional
Alpha Capital Management se ha asociado con Nasdaq para ofrecer la primera suite de índices OCIO de la industria. Los Alpha Nasdaq OCIO Indices están destinados a crear transparencia en la industria OCIO y están diseñados para proporcionar a los inversores y las empresas OCIO la capacidad de medir objetivamente el rendimiento OCIO en comparación con sus pares.
Resultados de Desempeño del Cuarto Trimestre de 2025
| Índice | MRQ |
1A |
3A |
5YR |
7YR |
10YR |
|---|---|---|---|---|---|---|
| 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 |
--- Indica que hay muy pocas observaciones para calcular un resultado.
Podcast
Índices OCIO
En este episodio del podcast The Source, nos sentamos con Ron Klotter y Brad Alford para hablar sobre los índices OCIO creados a través de una asociación entre Nasdaq y una empresa fundada por Brad, Alpha Capital Management.
OCIOs contribuyentes
Angeles Investment Advisors
Aon
Asset Consulting Group
Consultores de Estrategia de Inversiones
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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