Q4 2024 Endowments & Foundations Performance Update: The latest quarterly data from?OCIO Analytics?is in, and it paints a challenging picture for the Endowments & Foundations universe: - Broad Negative Performance:?The median return of?-0.97%?indicates that most OCIO-managed endowments and foundations posted losses this quarter. - Performance Dispersion:?A significant gap between the?top 5th percentile (4.47%)?and the?bottom 95th (-2.56%) underscores the divergence in outcomes. Top-performing OCIOs meaningfully outpaced peers, likely due to asset allocation decisions—such as greater exposure to U.S. equities. - 2024 Performance Snapshot:?The full year shows a tighter spread in outcomes – with just a 3.08% gap between the 25th and 75th percentiles.?In previous years, this range often stretched to 5-6%. We’ll continue breaking down the latest trends and insights shaping the OCIO industry—stay tuned.
Alpha Capital Management
金融服务
Atlanta，Georgia 1,121 位关注者
Striving to improve the outcome for the investor
关于我们
Learn more about the services we offer to investors: Consultant Search Services (CSS) - to assist institutions in searching for and selecting a new investment consultant or outsourced chief investment officer (OCIO) provider. Although governance best practices recommend a search process (commonly known as an RFP process) every 5-7 years, we find that many institutions put this off due to time and/or resource constraints. Our Value Proposition: ? Run the entire search process from start to finish, including identifying firms, building a custom RFP, analyzing and evaluating RFP responses, coordinating and managing finals presentations, and assisting with formulating the final recommendation. ? Our team has experience on both sides of the table, having previous served as endowment directors, non-profit board members, and investment consultants. ? Significant time and resource savings for our partners while achieving a better final result. Investment Advisory Services (IAS) - to assist investment advisors with their manager research, portfolio construction, portfolio optimization, model creation, quarterly newsletters and market outlooks. Our Value Proposition: ? You maintain control of investment decisions but receive high-quality, independent advice. ? Institutionalized approach leads to a consistent process across multiple portfolios. ? Significant cost savings over hiring a CIO or full time research analyst. ? Access to Prospect Portfolio Analytics (PPA), which helps investment advisors analyze a prospect’s portfolio and close new business.
- 网站
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https://www.alphacapitalmgmt.com
Alpha Capital Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Atlanta，Georgia
- 类型
- 私人持股
- 创立
- 2006
- 领域
- Investment Consultant Search、OCIO Search、Portfolio Construction and Asset Allocation for Advisors和OCIO RFPs
地点
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主要
获取路线
3630 Peachtree Rd NE
US，Georgia，Atlanta，30326
Alpha Capital Management员工
动态
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We really enjoyed running this OCIO search for Bates. https://lnkd.in/en7KDgci
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?? New Module Added to OCIO Analytics’ Platform ?? ? Our new OCIO Fee Analysis module allows users to view fees based on specific AUM sizes, using real institutional data. With insights on key metrics like mean, median, standard deviation, high, and low fees, users can assess where their fees stand against market rates for Endowments/Foundations and Healthcare Operating Reserves. ? Check out the image below to see the module in action.
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Before the "Endowment Model is Broken," rhetoric begins, look at the long-term returns. https://lnkd.in/eyQy39uG
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Private Equity drag in 2024, sure, but let's look at the long-term attribution from PE. ??
Poor performance from private equity in 2024 has institutional investors questioning their allocations. Is this short-term noise, or a sign of deeper shifts in the market? Check out the latest report from OCIO Analytics to learn more.
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?? OCIO Analytics: Check Out Our Updated Website and Book a Demo ?? We are happy to announce that our website has been updated to provide a more seamless experience for our followers and clients. ??? What’s new? - Explore our six modules designed to help you make data-driven decisions. - Up-to-date data for the OCIO industry - Request a quick 30-minute demo to see how our solutions can equip you with real, institutional data for trusted benchmarks. Check out the updated site now and discover how OCIO Analytics provides transparency and insights into the OCIO industry. ?? https://ocioanalytics.com/ #OCIOAnalytics #DataDrivenDecisions #InvestmentSolutions #Demo #FinanceTech #WebsiteUpdate
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It was very fulfilling to be on this committee with many of the largest OCIOs like Mercer, Blackstone, Aon, NEPC, Strategic and Cambridge watching them spend almost 2 years building new performance standards for the OCIO industry. https://lnkd.in/e5TAWD2i
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Excited to release this new white paper.
?? New Blog Post: OCIO Transparency – Why Unbiased Benchmarking Matters ?? In the fast-evolving OCIO industry, transparency is needed in order to properly fulfill one's fiduciary responsibility. Our latest blog explores why unbiased benchmarking is crucial for fostering trust, accountability, and better decision-making. Key highlights from the post: ?? Informed Decisions – Transparent data allows OCIOs and clients to make smarter, data-driven choices. ?? Building Trust – A higher level of transparency fosters stronger relationships between OCIOs and their clients, ensuring that both parties are aligned. ?? Enhanced Accountability – Clear benchmarking promotes greater accountability, making it easier to track performance and ensure goals are met. Download the blog by clicking below! #OCIO #Transparency #Benchmarking #DataDriven #Accountability #FinancialServices #Trust #InvestmentStrategy