Amy Strickland

Orion already has Risk Statistics available for use, and is adding to this list. Which of these upcoming statistics would you use most? Which Risk Statistics would you like to see available for use?

Current Selection:

Standard Deviation
Drawdown
Sharpe Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:

M-Squared
# Months Positive
# M…[Read more]

What rules do you apply to your composites to exclude accounts?

Orion already has a list of Risk Statistics available for use, and we are adding to it!

Existing Stats:
Standard Deviation
Drawdown
Sharpe Ratio
Sortino Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:
# Months Positive
# Months Negative
% Months Positive
% Month Negative
Best Period Return
Worst Period Return
Batting A…[Read more]

What Data Queries and/or Reports do you most frequently use for reviewing performance?

The Performance Viewer App is a great tool to assist with on-the-spot Performance review, as well as troubleshooting.

What enhancements would you like to see for the Performance Viewer?

Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!

Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!

Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!