If you would like to schedule some time to go through Inform in more detail, please contact: empower@orion.com to request your demo.
If you would like to schedule some time to go through Inform on a live demo in more detail, click HERE.
**Orion is not itself GIPS verified, and does not serve as a GIPS verifier.**
Q&A
Q:How do I tag accounts as belonging to a certain composite group?
A: You would designate the grouping assignments for the account in Portfolio Audit. Possible groupings include model, management style, representative, custodian, qualified plan, etc.
Q: What data queries can I use to pull back information from Composites for my GIPS verifier?
A:
| ID | Query Name |
| 11642 | GIPS Verification – Composite Membership List |
| 11632 | GIPS Verification – Included Daily Portfolio Values |
| 11623 | GIPS Verification – Included Portfolio Month End Holdings |
| 11562 | GIPS Verification – Monthly Composite Portfolio Data |
| 11641 | GIPS Verification – Monthly, Qtrly, Annual Composite Performance by Date (Model) |
| 11550 | GIPS Verification – Monthly, Qtrly, Annual Composite Performance by Date Mgt Style |
| 11596 | GIPS Verification – Portfolio Level Transactions |