Asset RegimeDEMO
54
Improving→ -0.5
ValixData derived signalBLS · BEA · Census · Treasury
OPEN → KNOWwhat changed · what matters · what is unusual · what comes next · evidencePrepared for this professional role
TODAY · 3-MINUTE OVERVIEWOCIO · daily overview
PREPARED AUTOMATICALLY FOR YOUR ROLE
COMPLEMENTS YOUR EXISTING SYSTEMS · DEMO SIGNAL VALUES
Since prior review3 material changesDemo count · Nova ranks the changes that deserve attention
Highest exceptionAsset RegimeImproving · source/freshness attached when live
Cross-signal readHousehold / Client PressureCompared with Liquidity Conditions · relationship layer
Next catalysts4 monitoredDemo count · releases and events will populate here
Source readinessNews live · signals stagedOfficial connectors replace demo values without changing the workflow
TODAY'S REVIEW LIST
Asset Regime
Household / Client Pressure
Income Momentum
changes · exceptions · upcoming events · news · sourcesV
Current summary
How this works: advanced features appear only when the required data, history, access level, or connection is available
SINCE LAST REVIEWEstablishing local review baseline…Saved on this device onlyFinding the most important visible indicators…Brief 0
VALIXDATA · OCIO INTELLIGENCE NOW
What changed. What is unusual. What deserves attention.
DESK ENGINEREADYLive news + demo signals
ROLE-SPECIFIC SIGNAL MATRIX6 derived indicators configured
Household / Client PressureDEMO
81
Stable▼ -3.9
ValixData derived signalBLS · BEA · Census · Treasury
Liquidity ConditionsDEMO
75
Stable▼ -3.1
ValixData derived signalBLS · BEA · Census · Treasury
Income MomentumDEMO
66
Watch▲ +2.2
ValixData derived signalBLS · BEA · Census · Treasury
Risk ContextDEMO
68
Watch▲ +3.0
ValixData derived signalBLS · BEA · Census · Treasury
Event HeatmapDEMO
84
Strengthening▼ -3.5
ValixData derived signalBLS · BEA · Census · Treasury
CHANGE MAPSignal direction at a glance
DEMOAsset RegimeImproving
Household / Client PressureStable
Liquidity ConditionsStable
Income MomentumWatch
Risk ContextWatch
Event HeatmapStrengthening
NOVA · PRIORITY INDUSTRY NEWSWhat this desk should see first
CONNECTINGConnecting the approved 24-hour OCIO news feed…
Priority stories will replace this preview automatically.
No per-user AI call is required for the shared desk feed.
LIVE WHEN CONNECTED
Every calculated indicator will show its source, update time, methodology, and whether the value is live, reference, or demo. Temporary values are intentionally marked DEMO.
Open full Nova brief + news →Desk KPIs
#1
Global 60/40 YTD Return
+8.2%
MANUAL
The baseline reference for multi-asset portfolio performance. Your clients benchmark against this. Outperforming = attribution story. Underperforming = rebalancing and mandate conversation.
#2
PE Vintage Return (5Y Avg)
14.8% net IRR
MANUAL
Average PE fund net IRR for 2018-2022 vintages. The benchmark your endowment and foundation clients use to justify illiquidity premium. Declining = LP scrutiny on PE allocation rising.
#3
LP Distribution Rate
0.41x DPI
MANUAL
Distributions to paid-in capital across PE industry. Low DPI = clients receiving less cash back than expected. Affects spending policy compliance and capital call capacity.
#4
Endowment Avg Return (FY)
+9.4% (median)
MANUAL
Median endowment return for the last fiscal year. Your primary competitive benchmark. Underperforming this = board questions. Outperforming = mandate retention and new business.
#5
Alternative Alloc (Avg OCIO)
38% of AUM
MANUAL
Average alternatives allocation for OCIO mandates. Rising = clients comfortable with illiquidity. Peer context for where to position your clients vs. benchmark OCIO portfolios.
#6
Manager Fee Benchmark
52bps (all-in avg)
MANUAL
All-in fee benchmark for comparable OCIO mandates. The number consultants will cite in your competitive reviews. Knowing where you stand before the conversation matters.
#7
Spending Policy Compliance
5.0% rule — 89% meeting
MANUAL
Share of endowment and foundation clients meeting their spending policy with current portfolio returns. Below 85% = clients may need to reduce spending or change asset allocation.
#8
10Y UST Yield
4.28%
FRED · DGS10
Long bond yield — the discount rate anchor for all long-duration asset pricing. Affects private asset valuations, liability matching, and the relative attractiveness of fixed income vs. alternatives.
Data notes & methodology
About these tiles — the eight values above are reference baselines for the ocio seat, drawn from FRED, EIA, BLS, and curated industry sources. The live crypto and FX panels below refresh from public APIs every 60 seconds; KPI values would refresh from their cited sources via a backend proxy in the production deployment.
Aria Intelligence Brief
● Live
OCIO read & analyst summary
Ask Aria for the current read once the relevant desk data has loaded.
Aria explains the indicators, changes, current news and source context shown on this desk,
while keeping the professional responsible for the decision.
Aria explains the indicators, changes, current news and source context shown on this desk,
while keeping the professional responsible for the decision.
Additional market contextOptional · loads only when opened
Top-20 Cap
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24h Volume
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BTC Dominance
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Market Breadth
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Digital asset market context
| # | Asset | Price | 24h | 7d | Mkt Cap | 7d Trend |
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FX market context
About this desk
Key indicators, overnight industry intelligence, source provenance, and desk-aware analysis in one persistent workspace.
Key indicatorsConfigured · sources shown
Industry newsLive 24h desk feed
AriaExplains this desk's data
NovaAutomatic overnight brief
The ValixData OCIO desk organizes market context for professionals working in wealth & institutions. It separates live market feeds from reference indicators so readers can see what is current, what is a baseline, and which source supports each figure.
The desk focuses on signals including Global 60/40 YTD Return, PE Vintage Return (5Y Avg), LP Distribution Rate, Endowment Avg Return (FY), and related indicators.
Desk status: Core desk. Reference values are not presented as live production feeds. Source cadence and methodology are documented on the methodology page.
Read data methodology →OCIO is a Core desk.
Core means the profession has an explicit signal configuration. Commercial priority is driven by demand, source readiness and economics.
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