Question & Answer:

• Why is the S&P return different for each account?
  • The benchmark or index return will pull for the same date range as the entity that it is being compared to. So, for the inception time period, the return for the S&P 500 at the account levels was different because each account had a different inception date.
• Is there a way to see benchmark performance by itself without household performance?
  • We don’t have a way to pull back performance for a standard index without comparing it to a portfolio in Orion. This is due to our agreement with our index data providers. However, we do have several data queries that will pull back performance for blended benchmarks without pulling portfolio information.
• Is there a way to show what asset class is represented by a benchmark on reports because clients won’t know what the names of the benchmarks mean? We’ve made a blended benchmark and it displays on our report. Is there a way to list that out on the report. It just reads 60/40 or 40/60. It doesn’t show how it is broken down.
  • We recommend being as transparent as possible when you name your Blended Benchmarks in Orion because that is what the clients will see. We would recommend renaming them something like “60% equity/ 40% bond” so that the clients know what the benchmark is representing at a glance.
• Is there a way to mass assign benchmarks to a group of households?
  • Yes! You can mass assign benchmarks using our User Defined & Entity Option custom import. Additionally, this article will provide step-by-step instructions on the entire process.