Samantha Brown
-
Samantha Brown replied to the topic CPI Plus in the forum Performance 8 years, 1 month ago
Hi Bob,
We have a field in our Blended Benchmark app called “Target Return” which adds the return you enter in the field to the blended benchmark’s performance annually. In the scenario described above, you would build the blended benchmark for CPI and then enter “3” in the Target Return field.
Thanks!
-
Samantha Brown replied to the topic Linking accounts for performance in the forum Performance 8 years, 1 month ago
Hi Carolyn,
To link accounts for performance, you need to follow the below steps:
1. move the accounts into the same registration via the Householding app
2. Edit the new account in Portfolio Audit, and select the old account in the “Linked Account” field. Click SAVE.
3. Cancel the old account as of the day that the assets transferred into the…[Read more] -
Samantha Brown replied to the topic Have you created a GIPS Policies & Procedures Manual? in the forum Performance 8 years, 2 months ago
Hi Erin,
Thanks for reaching out. Orion does not serve as a GIPS verifier, nor is Orion itself GIPS Compliant, so we do not have our own policies and procedures manual. The 3rd Edition of the GIPS Handbook published in 2012 is available to download for free online from the CFA Institute.
If you would like to hear more about the GIPS verification…[Read more]
-
Samantha Brown started the topic What Do Other Advisors Do? in the forum Performance 8 years, 3 months ago
Do you find yourself asking how other advisors have navigated a certain process using Orion? Maybe you want to know how they’ve overcome some of the roadblocks you’re currently facing. If you’ve ever wanted to get peer-to-peer guidance with using and working with Orion, come to Ascent 2081 in Miami! We are co-presenting with actual firms who have…[Read more]
-
Samantha Brown started the topic New Client Portal Feature – Change Calculation Method! in the forum Performance 8 years, 4 months ago
Following our May 19th build, we now have a new feature that enables you to change the performance calculation method in the Client Portal!
This may be useful if the calculation method your clients are expecting to see does not match the calculation method your firm uses internally. For example, maybe you are using TWR but your client wants to…[Read more]
-
Samantha Brown started the topic Ascent 2018 in Miami!!! in the forum Performance 8 years, 5 months ago
Hi Everyone!
The performance team is excited to bring a wealth of topics to you during our Ascent conference in September. Register now to hear more about:
* Performance Reporting
* Risk and Attribution in Orion
* GIPS Verification
* Composites
* Upcoming Performance DevelopmentFeel free to comment below if you have any questions…[Read more]
-
Samantha Brown joined the group
Performance 8 years, 11 months ago -
Becca Sarratt and
Samantha Brown are now friends 9 years, 5 months ago
