为机构投资创造透明度
Alpha Capital Management与Nasdaq合作推出行业首个OCIO指数系列。Alpha Nasdaq OCIO Indices旨在为OCIO行业创造透明度,并为投资者和OCIO公司提供客观衡量OCIO表现与同行对比的能力。
2025年第四季度绩效报告
| Index | MRQ |
1YR |
3YR |
5YR |
7YR |
10年期 |
|---|---|---|---|---|---|---|
| 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美国综合指数 | 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 |
--- 表示由于观察数据过少,无法得出结果。
播客
OCIO Indices
在本期《The Source》播客中,我们与Ron Klotter和Brad Alford进行了深入交流,探讨了由Nasdaq与Brad创立的Alpha Capital Management公司合作开发的OCIO指数。
贡献OCIO
Angeles Investment Advisors
Aon
Asset Consulting Group
资产策略咨询师
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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