OSIQ 30 · PUBLIC RESEARCH BENCHMARK
OpenStrategy Institutional Quality Index.
OSIQ 30 is a public research benchmark observing externally operated strategies. OpenStrategy evaluates their public records; it does not operate, execute or allocate to the strategies.
Index record
A clear record from 1 July 2026.
OSIQ 30 began at 100.00 on 1 July 2026. Each timestamped daily observation is published only after the scheduled evidence capture and canonical verification succeed.
Final published daily observations. This remains a short public record. Return and drawdown figures should be interpreted with the full methodology, observation basis and limitations.
On smaller screens, scroll the table horizontally to view every field.
| Observation | Date | Index level | Status |
|---|---|---|---|
| Inception | 1 Jul 2026 | 100.00 | Research benchmark base |
| Latest scheduled observation | 29 Jul 2026 | 110.95 | Final |
| Latest update | 29 Jul 2026 · 00:09 UTC | 110.95 | Current |
Data note: Aggregate figures are derived from official selected-strategy activity evidence using a flow-adjusted, time-weighted constituent method. Snapshot captured 29 Jul 2026 · 00:05 UTC; scheduled observation for 29 Jul 2026. Constituent identities are not published.
Historical record
Index level and published-observation drawdown.
The record begins at 100.00 on 1 Jul 2026 and reaches 110.95 at the latest scheduled snapshot observation.
Research cohort
Thirty selected strategies, one governed cohort.
The public page focuses on the quality dimensions represented by the cohort rather than publishing a repetitive anonymised register or operational exception counts.
Strategy archetypes
Behavioural groupings are reviewed across directional, relative-value, market-neutral and specialist approaches.
Risk states
Drawdown, leverage, concentration and liquidation sensitivity remain part of ongoing eligibility review.
Evidence confidence
Provenance, completeness, recency and known gaps determine how strongly a record can support further research.
Venue dependency
Execution venue, market structure and operational dependencies are treated as material characteristics.
Concentration bands
Position, asset and return-driver concentration are examined alongside headline performance.
Review governance
Eligibility is monitored daily, with event-driven review and governed reconstitution when required.
Public boundary: OSIQ 30 publishes aggregate benchmark intelligence. Constituent identities, cloneable thresholds and wallet-level evidence remain private.
O.P.E.N. Framework
Institutional quality, organised through O.P.E.N.
O.P.E.N. is the public communication framework OpenStrategy uses to explain the evidence behind strategy quality. It does not replace the published selection methodology or imply that Index inclusion is an O.P.E.N. Profile, human-reviewed Strategy Passport assessment or conclusion of investability.
Onchain Evidence
Identity, provenance, history, completeness, recency and whether material change can be monitored.
Performance Quality
Returns after considering flows, leverage, concentration, one-off effects and persistence across market conditions.
Exposure Discipline
Drawdown, leverage, concentration, liquidation sensitivity and current portfolio risk.
Non-Fragility
Whether performance persists across time, positions and regimes, or depends on one trade, event or market condition.
Separate implementation question: Capacity, liquidity, access and execution determine whether an observed strategy may be usable at a particular size. They remain part of deeper diligence and are not collapsed into the O.P.E.N. Profile.
Assessment boundary
Index inclusion is the start of diligence.
| Object | Question answered | What it does not establish |
|---|---|---|
| OSIQ 30 inclusion | Did the strategy pass the public research selection framework? | O.P.E.N. Profile, recommendation, access or investability |
| O.P.E.N. Profile | What does the four-dimension analysis reveal? | Human-reviewed approval, access or investability |
| Strategy Passport assessment status | What governed conclusion follows deeper evidence review? | Credit rating, guarantee or investment recommendation |
| Implementation Readiness | Is practical use feasible for a defined workflow and size? | A final client allocation decision |
Every Strategy Passport begins with an O.P.E.N. Profile and ends with a human-reviewed assessment status.
Methodology and governance
Current public record.
OSIQ 30 uses equal-weight construction, daily tracking, and human-reviewed governance from its stated research inception on 1 July 2026.
- Construction
- 30 selected strategies · Equal headline weight
- Index inception
- 1 July 2026 · Base 100.00
- Tracking methodology
- Flow-adjusted time-weighted constituent NAV v1
- Selection eligibility
- Stage 05 eligibility v2
- Review cadence
- Daily eligibility monitoring
- Reconstitution policy
- Event-driven and human-governed
Direct answers
Common questions.
Is OSIQ 30 investable?
No. It is currently a public research benchmark. Any investable mandate would require separate legal, operational, access, execution, custody, capacity, and governance design.
Does inclusion mean institutional approval?
No. Index inclusion does not constitute an O.P.E.N. Profile, human-reviewed Strategy Passport assessment, investment recommendation, institutional approval or conclusion that a strategy is accessible or investable.
When did the Index begin?
OSIQ 30 has a stated research inception of 1 July 2026 with a base level of 100.00.
How often is the Index updated?
One observation is published daily after the scheduled selected-strategy capture and canonical verification succeed. Failed verification stops publication; later corrections are visibly recorded.
Version and revision log
- 17 Jul 2026
- Connected the public level, return, drawdown, charts, history, JSON and CSV to the canonical daily publication feed. Replaced the anonymised register with aggregate cohort intelligence.
- 1 Jul 2026
- OSIQ 30 research inception at base level 100.00.