We partner with asset allocators as their IDD partner. ORC’s IDD framework evaluates, amongst other things, manager skill, strategy execution and alignment of interests. We provide independent assessments of investment opportunities across asset classes, enabling our clients to make their own, well-informed, investment decisions.
In collaboration with its clients, ORC completes an in-depth review of managers’ track records, teams, and investment processes, identifying key performance drivers and risks. Our rigorous approach provides transparent analysis of these factors for investment committees and other senior stakeholders.
Strong governance is central to sustainable investment performance. ORC partners with asset owners and managers to design and strengthen governance frameworks that align investment strategy and oversight with global best practices.
Our solutions cover the design of board and committee structures, decision-making processes, risk oversight, and strategic asset allocation. ORC provides the independent expertise needed to enhance accountability, improve outcomes, and raise institutional standards.
"The success of an investment strategy is dependent on its clarity of purpose, robust governance, rigorous processes and disciplined execution. We provide clients with independent assessments that enhance clarity and support the strength of their governance and decision-making frameworks"
ORC does not provide investment advice, make investment recommendations, or solicit the purchase or sale of any securities, funds, or investment products. All assessments and materials are intended solely to provide independent analysis and support clients’ internal investment decisions and governance and oversight processes. ORC is not authorised or regulated by the Financial Conduct Authority (FCA) or any other financial services regulator.
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