為機構投資提供透明度
Alpha Capital Management 與 Nasdaq 合作推出業界首個 OCIO 指數套件。Alpha Nasdaq OCIO Indices 旨在為 OCIO 行業創造透明度,並設計為使投資者和 OCIO 公司能夠客觀地衡量 OCIO 的表現與同行相比。
2025年第四季度表現結果
| Index | MRQ |
1年 |
3年 |
5年 |
7年 |
10年 |
|---|---|---|---|---|---|---|
| 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 美國綜合指數 | 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 |
--- 表示觀察數據不足,無法得出結果。
音頻節目
OCIO Indices
在本集《The Source》播客中,我們與Ron Klotter和Brad Alford進行了深入對話,討論由Nasdaq與Brad Alford創立的Alpha Capital Management合作開發的OCIO指數。
參與的OCIOs
Angeles Investment Advisors
Aon
Asset Consulting Group
資產策略顧問公司
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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