OCIO Intelligence
INSTITUTIONAL BENCHMARKING

Portfolio Checkup

Compare your performance and asset allocation with nearly 1,700 institutional portfolios.

See where your institution stands across seven return periods and six major asset classes using the same peer dataset behind OCIO Analytics.

A private, instant comparison

No name, email, or account is required. Your entries are used to produce this checkup and are not saved.

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Broad cohort

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Data through

Performance context

Compare your returns with peer ranges and median results.

Percentile standing

See your estimated rank for every period you provide.

Allocation perspective

Review percentage-point differences from your selected cohort.