Category: Performance & Composites

16
Jan

Research Holdings with Orion’s AdvisoryWorld Integration

Learn more about Orion’s AdvisoryWorld Integration to see how to incorporate deep data insights into your reports.

The post Research Holdings with Orion’s AdvisoryWorld Integration appeared first on Orion Advisor Services.

02
Jan

Compounding Returns Part 2: Net-of-Fee Return

Have you ever wondered why the gross-of-fee return minus the annual fee percent doesn’t equal net-of-fee return? The simple answer is compounding.

The post Compounding Returns Part 2: Net-of-Fee Return appeared first on Orion Advisor Services.

12
Dec

How do Compounding Returns Affect my Portfolio?

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.

The post How do Compounding Returns Affect my Portfolio? appeared first on Orion Advisor Services.

26
Sep

How Can I Use Performance Attribution?

View factors contributing to your portfolio performance in Orion Insight. Compare portfolio performance vs the benchmark, with Performance Attribution.

The post How Can I Use Performance Attribution? appeared first on Orion Advisor Services.

18
Jul

Are You All Packed for Your GIPS Verification?

GIPS verification

We worked closely with a verification firm to build GIPS verification queries to help our Advisors get data they need to become GIPS compliant.

The post Are You All Packed for Your GIPS Verification? appeared first on Orion Advisor Services.

13
Jun

Common Performance questions: What to do when your Blended Benchmark calculations don’t add up

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.

09
May

Common Performance Questions: What to Do When Your Account Performance is Different than Its Underlying Individual Assets’ Performance

why is my portfolio performance lower than each individual asset

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.

The post Common Performance Questions: What to Do When Your Account Performance is Different than Its Underlying Individual Assets’ Performance appeared first on Orion Advisor Services.

18
Apr

Understanding Account Values and Time-Weighted Return Performance

Common Performance Questions

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.

04
Apr

How to Archive Composite Reports

archive composite reports

Orion provides a complete Composite Reporting platform, including the ability to archive composite reports you may no longer need to regularly access.

The post How to Archive Composite Reports appeared first on Orion Advisor Services.