Allocator Peer-Positioning Benchmark

The Allocator Peer-Positioning Benchmark

Where you sit versus the cohort you compete with

Set your fund type, size and allocation. The tool returns your percentile against a peer cohort across each asset class, your top-concern alignment, and a side-by-side of your book versus the peer average.

Cohort is a MODELLED / SEEDED distribution from public disclosures & surveys — it re-calibrates as real submissions accumulate.

Your profile

Your allocation (% of book)

Public equity 42%

Private equity 14%

Private credit 5%

Fixed income 18%

Infrastructure 9%

Real estate 8%

Cash & other 4%

Total allocation100%

Posture

Overall peer-alignment percentile

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How close your whole book sits to the centre of your cohort. 50 = typical; high = mainstream; low = differentiated.

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Your percentile by asset class (vs cohort)

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Your book vs peer-average allocation

Source · —

Methodology & data sources

What this is. A directional self-assessment, not investment advice. It places your allocation against a cohort of similar allocators and returns a percentile per asset class plus an overall alignment score.

The cohort is modelled. Each fund type carries a seeded mean-and-spread allocation per asset class, constructed from public disclosures — CalPERS, CPP Investments and Ontario Teachers' for public pensions; Norges Bank IM (GPFG), GIC and ADIA-type funds for SWFs; the US endowment ("Yale") model for endowments — and from Mercer and Top1000Funds asset-allocation survey ranges. AUM band nudges the spread (larger funds tilt to privates and infrastructure). Percentiles assume a normal distribution around each seeded mean, so they are illustrative priors, not measured frequencies.

It re-calibrates. Every confidential submission feeds UAO's proprietary allocator dataset; as real responses accumulate, the seeded priors are replaced by observed cohort distributions and the percentiles become empirical. The refresh script documents that continuous-calibration loop.