The next time you need to quickly calculate portfolio performance, try the Performance Overview app in Orion Connect. You can generate performance for any entity level, and compare it against benchmarks.
With the addition of dynamic benchmarks, money market interest accrual enhancements, daily composites and more, Orion performance reporting capabilities are set to provide deeper analysis and information.
By understanding how statistics can be used within Orion, you can help your clients better understand their portfolio risk and performance.
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.
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.