Alpha Nasdaq OCIO Index
Nasdaq eVestment™
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. See how the University of Tennessee Investment Office uses Nasdaq eVestment to benchmark performance and inform allocation decisions.
Q1 2026 Performance Results
| Index | MRQ | 1YR | 3YR | 5YR | 7YR | 10YR |
|---|---|---|---|---|---|---|
| Broad Market Index | -0.95 | 11.43 | 9.75 | 5.00 | 7.03 | 7.21 |
| Defined Benefit Pension Plans Index | -0.80 | 8.51 | 7.39 | 3.06 | 5.56 | 6.14 |
| Endowments & Foundations Index | -1.08 | 13.33 | 10.94 | 6.38 | 8.13 | 8.11 |
| Healthcare Operating Reserves Index | -0.67 | 12.40 | 9.91 | 5.46 | 7.09 | --- |
| Insurance Reserves Index | -0.84 | 10.77 | 9.89 | 5.10 | --- | --- |
| Aggressive Allocation Index | -1.35 | 14.13 | 11.81 | 7.03 | 9.37 | --- |
| Moderate Aggressive Allocation Index | -1.05 | 13.78 | 11.16 | 6.65 | 8.62 | 8.57 |
| Moderate Allocation Index | -1.06 | 12.63 | 10.48 | 5.55 | 7.41 | 7.57 |
| Moderate Conservative Allocation Index | -0.73 | 8.28 | 7.06 | 2.69 | 4.75 | 5.38 |
| Conservative Allocation Index | -0.54 | 4.64 | 4.12 | 0.56 | 2.52 | 3.31 |
| MSCI ACWI | -3.11 | 20.52 | 17.10 | 9.99 | 12.15 | 11.88 |
| S&P 500 | -4.33 | 17.80 | 18.32 | 12.06 | 14.44 | 14.16 |
| Bloomberg US Aggregate | -0.05 | 4.35 | 3.36 | 0.31 | 1.56 | 1.70 |
| 60% MSCI ACWI / 40% Bloomberg US Aggregate | -1.85 | 13.91 | 11.64 | 6.16 | 8.04 | 7.92 |
| 60% S&P 500 / 40% Bloomberg US Aggregate | -2.62 | 12.35 | 12.36 | 7.41 | 9.40 | 9.26 |
--- Indicates there are too few observations to calculate a result.
Angeles Investment Advisors Aon Asset Consulting Group Asset Strategy Consultants 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 |
Contact Us
We are actively working to enhance your experience by translating more content. However, please be aware that the page you are about to visit has not yet been translated.
We appreciate your understanding and patience as we continue to improve our services.
AI Translation
Our translation tool strives for accuracy, yet no machine translation is flawless or a substitute for human translators. Translations are offered as a convenience, "as is." We do not guarantee the accuracy, reliability, or correctness of translations from English to other languages. Certain content may not translate accurately due to software limitations.The original English text prevails on the website. Variances in translation are non-binding and hold no legal weight for compliance or enforcement. For queries about translated content accuracy, consult the official English version of our site.