# OCIO Intelligence

> OCIO Intelligence is a public research platform for discovering and evaluating outsourced chief investment officer providers using sourced firm, regulatory, and institutional-client data.

## Primary pages

- [OCIO Intelligence](https://ociointelligence.com/): Search and filter the public provider catalog and open source-linked provider profiles.
- [OCIO Intelligence Data Methodology](https://ociointelligence.com/data-methodology): Explains source layers, refresh behavior, calculations, coverage limits, and corrections.
- [Terms of Use](https://ociointelligence.com/terms): States the product's research-only purpose and acceptable-use terms.
- [Privacy](https://ociointelligence.com/privacy): Explains browser storage, optional analytics, and information-request data.

## Provider profiles

- [Provider sitemap](https://ociointelligence.com/sitemap.xml): Lists the current public provider profile URLs and their available modification dates.

## Source and interpretation notes

- Regulatory values come from read-only OCIO records and Form ADV-derived data. Linked official filings remain authoritative.
- Provider-published website and Form ADV brochure claims retain source links, evidence, and dates when available.
- Reviewed firm-submitted content retains its approval date and is labeled separately from regulatory data.
- A visible Data TODO marks a field without a connected reviewed source; missing values are not inferred from unrelated fields.
- Comparisons show differences in reported values. They do not create provider scores or recommendations.
- Users should open a linked source before relying on a claim.

## Primary regulatory references

- [SEC Investment Adviser Public Disclosure firm search](https://adviserinfo.sec.gov/firm/): Search adviser firms and view public registration and reporting records.
- [SEC Form ADV data](https://www.sec.gov/foia-services/frequently-requested-documents/form-adv-data): SEC guidance for accessing current and historical Form ADV data.

## Canonical site

- [OCIO Intelligence](https://ociointelligence.com/)