Raising Institutional Investment Standards

ORC

Trusted Advisor. Trusted Solutions.

About Us


ORC provides cutting-edge advisory services to institutional investment organizations globally. We collaborate with prominent global asset allocators, investment managers, custodians, administrators and other select third-party providers, assisting our clients in comprehending and managing their end-to-end risk landscape.

 

ORC’s range of solutions encompasses operational due diligence, custody and fund administrator selection and monitoring, ESG and broader advisory services.

 

Complexity is a language we speak fluently, we leverage our senior team’s over 125 years of practical experience to partner with our clients, aiding them in understanding the potential impact of the risks they face. ORC works proactively to enhance investment and operational frameworks, as well as third-party service standards and relationships, enabling our clients to effectively manage their risk exposure.


Our Solutions are designed to support our clients throughout the investment continuum and to help implement global best practice standards.

We lead the way in identifying and managing risk within the financial services industry, delivering unparalleled solutions to global institutional investment organizations.

ODD Partnerships: The Power of Co-Sourcing

Exploring the Benefits of Co-Sourcing in Operational Due Diligence Partnerships 

Unlock the full potential of your ODD process with the power of co-sourcing, an approach that goes beyond traditional outsourcing, transforming ODD into a strategic partnership that delivers flexibility, cost-efficiency, and control. Our latest thought piece explores how co-sourced ODD empowers allocators’ internal teams with specialised expertise across asset classes, geographies, and regulatory landscapes, while focusing on what matters most: building strong manager relationships and driving smarter decisions. Whether expanding portfolios, navigating niche investments, or tackling complex jurisdictions, ORC’s ODD solution keeps you agile, efficient, and ahead of the curve.

 

Reach out to ORC to discover how we empower your investment decisions with a focus on transparency and trust.

Determine ESG Measurement Criteria

Compliance, Risk and Impact: Considerations for the Selection of Data and Metrics

Determining ESG Measurement Criteria amid vast and complex data sets can pose significant challenges for impact investors. To navigate these complexities, ORC in collaboration with Northern Trust, provides practical guidance to ensure effective ESG integration through aligning ESG Measurement with strategic goals, regulatory requirements and stakeholder expectations.

Due Diligence For Developmental Mandates

The Benefits of Combining Operational, Investment and ESG Due Diligence

Allocators with developmental mandates can achieve significant synergies by integrating Operational, Investment and ESG due diligence when evaluating third-party managers. Our latest thought piece discusses how a combined due diligence approach enhances financial performance and ensures alignment with broader developmental objectives. Explore how ORC’s comprehensive due diligence solutions support allocators in making informed decisions that promote both financial and developmental goals. Reach out to ORC to learn more about how we can enhance your investment process.

Transforming Operational Due Diligence on Emerging Managers

Facilitating Allocator Investment Decision-Making and Monitoring

Allocators investing in emerging markets often face significant operational risks. Our latest thought piece explores how tailored Operational Due Diligence (ODD) can reveal hidden challenges and enhance risk management. Learn how ORC’s ODD approach supports emerging managers in building robust governance, compliance frameworks and raising institutional investment standards in local investment ecosystems. Reach out to ORC to discover how we empower your investment decisions with a focus on transparency and trust.

Determine ESG Objectives

Charting the Course: Defining Your ESG Objectives as the Foundation of an Effective Framework

ESG, as non-financial factors and characteristics that can drive long-term value creation, has been a longstanding consideration for many allocators, with a growing number either integrating or expressing interest in integrating ESG into their investment strategies. As the importance of ESG continues to grow, there’s an increasing imperative to be specific about ESG approaches. Depending on your stakeholders, there may also be an escalating demand for transparency and tangible results. The key to meeting these demands lies in establishing clear and measurable ESG objectives.