Tech Preview: The NextGen Composite Reporting App

By March 14, 2017Operations Insight
composite reporting

 

There’s new development and tech updates on the horizon, and that means these are exciting times at Orion.

This year the Composite App will receive a visual and technical enhancement, due in large part to the help and feedback we got from our clients.

All the changes aren’t quite ready for your eyes yet, but in this post we will discuss the types of changes we’re making so you can be prepared once the new Composites App rolls out later this year.

 

User Interface Enhancements

The first part of the app we’ll cover today is the User Interface (UI) makeover; this is the design of the app and governs how you use and experience it.

We’re updating the UI to include easy-to-understand charts and tables, which will be represented as information tiles that you’ll see as soon as the app is opened. Depending on your database default settings, the initial data will load either Model or Management Style information.

Tiles can be added, removed and even moved around as you’d like, and then you can save your favorite views, just like you do in many other Orion Connect apps.

Among the options you’ll have at your fingertips is the ability to change the date range, as well as switch between groups likes Model, Management Style, Representative, and more. You likely have familiarity with all of these groupings already, as they’re the same groupings that are available for your reports.

 

 

The image here is only a mockup, but the new Composite App you’ll experience later this year will hew closely to this new vision. The two pie charts that rest at the top middle of the screen will be interactive. Similar to your experience in the Orion Client Portal, you’ll be able to click on each image and they will drill down with more detailed information relevant to the selected section.

The top left pie chart shows the total AUM and the AUM of each Management Style, as well as what percent each Management Style makes up of the total AUM. You can then click on a Management Style to see a drilldown of which accounts make up that AUM number.

The top right pie chart operates the same as the total AUM pie chart, except it shows the total number of accounts instead of Management Styles. This pie chart can also drill down to the account level.

The table you’ll see below the pie charts shows the performance numbers of each Management Style for various time periods. If you click on a Management Style, you’ll drill down to which accounts make up those performance numbers for each Management Style.

 

New Ways to Interact

The following charts are additional tiles that can be added to your Composite Dashboard.

 

Growth of $10k Chart

As its name suggests, this chart will show how $10,000 would have grown by investing in a certain model or Management Style.

Frequency Chart

Shows the number of times the composite was in a certain percentage range of returns over time. You can also switch over to see the number of accounts that fall within a certain percentage range over time.

Risk / Return Chart

Shows the risk and return of the selected Model or Management Style using:

  • Standard Deviation
  • Beta
  • Sharpe

Rolling Risk / Reward Chart

Shows the rolling risk and return of the selected Model or Management Style using:

  • Standard Deviation
  • Beta
  • Sharpe

Rolling Return Statistics Chart

  • Rolling return 1, 3, or 5 year annualized return in a line graph
  • Rolling standard deviation 1, 3, or 5 in a line graph
  • Rolling Sharpe ratio 1, 3, or 5 in a line graph
  • Rolling beta ratio 1, 3, or 5 in a line graph

Upside / Downside Chart

This chart is similar to the Risk/Return Chart, but uses upside and downside capture.

Rolling Upside / Downside Chart

Shows rolling upside / downside over time.

We’ll be releasing more information about the upgrades to the Composites App as its release date draws closer, so stay tuned!

 

If you have any questions about the content covered in today’s blog, please contact the SME Performance Team.

 

0093-OAS-3/14/2017

 

Joe Porter

About Joe Porter

Joe Porter is Orion's Product Manager for Performance and Composites.

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