Portfolio returns show gains over time, but it’s easy to see those gains disappear with little effort. We can see how this is done with compounding returns.
By understanding how statistics can be used within Orion, you can help your clients better understand their portfolio risk and performance.
The post How the Risk Dashboard Helps You and Your Clients Understand Risk appeared first on Orion Advisor Services.
In today's post covering Common Performance Questions, we'll look at what to do if your manual Blended Benchmark calculations don't match the performance calculated by Orion.
The post Common Performance questions: What to do when your Blended Benchmark calculations don’t add up appeared first on Orion Advisor Services.
If you’ve run reports for any length of time, it’s likely you’ve found yourself asking “why is my portfolio performance lower than each individual asset?” Today, we answer that question.
Understanding how account values relate to time-weighted return performance can be a complex task, but SME Joe Porter simplifies the equation in today’s post.
The post Understanding Account Values and Time-Weighted Return Performance appeared first on Orion Advisor Services.