ORION Managed Solutions

Today’s investment landscape is global, fast-paced and more complex than ever.  And the demands on fiduciaries have never been greater. This is why more and more organizations are turning to ORION Managed Solutions (OMS) services to streamline portfolio management, strengthen fiduciary controls and provide for greater accountability.

Many of the nation’s largest institutional portfolios today are managed using this model, commonly referred to as an Outsourced Chief Investment Officer (CIO). According to a study conducted by Cerulli Associates , Outsourced CIO assets are expected to increase by 54% between 2012 and 2016.

Through ORION Managed Solutions, our consultants assemble and then manage diversified portfolios customized to the specific needs, objectives, time horizon and funding requirements of your organization.  All within carefully defined parameters outlined in their Investment Policy Statement.

And while ORION’s consultants take on the responsibility for assembling your portfolio through our open-architecture platform and for providing discretionary management, the overall authority for setting, approving and modifying the written Investment Policy Statement remains with your organization. 

As with ORION’s non-discretionary investment consulting services, our consultants work with your volunteer leadership and staff to:

  • develop a comprehensive Investment Policy Statement which establishes clear lines of authority and responsibility, as well as specific investment objectives and a target asset allocation.
  • Monitor each investment vehicle, making changes if necessary, and implement tactical adjustments to your portfolio, as market conditions warrant.
  • Produce regular, customized and user-friendly Investment Reports which provide a commentary on the financial markets, an analysis of portfolio and manager performance as well as any adjustments made by ORION during the quarter.

Is ORION Managed Solutions a good fit for your organization?  If you answer no to one or more of these questions, chances are good they might be.

  1. In the committee that oversees our endowment and other long-term investments, are there one or more individuals with experience managing institutional portfolios?
  2. Is the committee able to meet frequently enough, if necessary, to respond to sometimes rapidly changing market conditions?
  3. Does our organization view it as appropriate for our committee to be making investment decisions as opposed to overseeing our investment Advisor?
  4. Do members of my Volunteer Leadership frequently reject the recommendations of my Investment Advisor?
  5. Can I be confident that, without proper oversight, my Advisor will always act as fiduciaries and in my organization’s best interest?