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.
Q3 2025 Performance Results
| Index | MRQ | YTD | 1YR | 3YR | 5YR | 7YR | 10YR |
|---|---|---|---|---|---|---|---|
| Broad Market Index | 4.24 | 11.03 | 9.46 | 12.84 | 7.04 | 7.00 | 7.44 |
| Defined Benefit Pension Plans Index | 3.54 | 9.72 | 6.03 | 10.84 | 4.47 | 5.81 | 6.55 |
| Endowments & Foundations Index | 4.78 | 11.90 | 11.48 | 14.06 | 8.93 | 7.91 | 8.18 |
| Healthcare Operating Reserves Index | 4.49 | 11.44 | 9.76 | 13.01 | 7.61 | 6.88 | --- |
| Insurance Reserves Index | 3.77 | 10.41 | 9.28 | 13.17 | --- | --- | --- |
| Aggressive Allocation Index | 5.09 | 12.80 | 11.71 | 15.86 | 10.34 | 9.03 | --- |
| Moderate Aggressive Allocation Index | 4.92 | 12.25 | 11.32 | 14.30 | 9.42 | 8.38 | 8.72 |
| Moderate Allocation Index | 4.70 | 11.76 | 10.77 | 13.96 | 7.79 | 7.27 | 7.75 |
| Moderate Conservative Allocation Index | 3.34 | 9.53 | 6.17 | 10.26 | 3.72 | 5.00 | 5.75 |
| Conservative Allocation Index | 2.33 | 6.83 | 2.51 | 6.73 | 0.19 | 3.10 | 3.74 |
| MSCI ACWI | 7.74 | 18.86 | 17.80 | 23.70 | 14.07 | 11.82 | 12.47 |
| S&P 500 | 8.12 | 14.83 | 17.60 | 24.94 | 16.47 | 14.45 | 15.30 |
| Bloomberg US Aggregate | 2.03 | 6.13 | 2.88 | 4.93 | -0.45 | 2.06 | 1.84 |
| 60% MSCI ACWI / 40% Bloomberg US Aggregate | 5.43 | 13.72 | 11.72 | 15.97 | 8.21 | 8.09 | 8.33 |
| 60% S&P 500 / 40% Bloomberg US Aggregate | 5.66 | 11.43 | 11.67 | 16.71 | 9.62 | 9.66 | 9.99 |
--- Indicates there are too few observations to calculate a result.
Podcast
OCIO Indices
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 Nasdaq and a business founded by Brad, Alpha Capital Management.
Contributing OCIOs
Angeles Investment Advisors
Aon
Asset Consulting Group
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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