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    Asset Owner Solutions

    Alpha Nasdaq OCIO Index

    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.

    Q2 2022 Performance Results

    Index MRQ 1YR 3YR 5YR 7YR 10YR
    Broad Market Index -10.02 -11.93 4.23 5.20 5.37 6.64
    Defined Benefit Pension Plans Index -10.74 -13.96 3.14 4.59 5.19 6.53
    Endowments & Foundations Index -9.47 -10.28 5.30 5.89 5.67 7.02
    Healthcare Operating Reserves Index -9.58 -10.76 4.01 4.77 4.95 6.11
    Insurance Reserves Index -9.65 -12.01 3.29 --- --- ---
    Aggressive Asset Allocation Index -10.80 -11.24 6.90 7.16 --- ---
    Moderately Aggressive Asset Allocation Index -9.78 -9.96 6.17 6.60 6.29 7.43
    Moderate Asset Allocation Index -10.44 -12.4 4.02 5.05 5.23 6.62
    Moderately Conservative Asset Allocation Index -10.5 -14.17 1.77 3.54 4.31 5.78
    Conservative Asset Allocation Index -8.63 -14.06 -0.05 2.27 3.26 4.57

    — Indicates there are fewer than 15 observations for that time period

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    OCIO 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

    Global Endowment Mgmt.

    Global Strategic NextGen OCIO

    Investure

    JPMorgan Asset Mgmt.

    KF Advisors

    Lowe, Brockenbrough

    Marquette Associates

    Meketa Investment Group

    MEMCO

    Mercer

    NEPC

    Northern Trust

    PFM Asset Mgmt.

    PNC Institutional Asset Mgmt.

    Principal Global Advisors

    RockCreek

    Russell Investments

    SEI

    Silvercrest Asset Mgmt.

    Spider Management

    State Street Global Advisors

    Sterling Capital Mgmt.

    Strategic Investment Group

    TIFF Investment Mgmt.

    US Bank Inst. Asset Mgmt.

    Vanguard

    Verger Capital

    Verus

    Wespath Institutional Inv.

    Wilshire

    WTW