Institutionalization is a journey that manifests differently at various stages of an institution's lifecycle.
Our investment and operations transformation solutions actively guide clients through this journey. By conducting detailed gap analysis and providing implementation support, we assist our clients in achieving their objectives and realizing their vision.
Failing an ODD can result in the loss of institutional capital, with asset managers not always receiving feedback on what went wrong.
ORC, as an ODD expert, actively leverages over 100 years of experience within our senior team. We partner with asset managers, preparing them to successfully pass institutional-grade ODD by efficiently aligning them with global best practices.
"At the heart of ORC’s mission is empowering both asset owners and managers to transform their investment and operating frameworks. Together, we elevate institutionalization levels and set new global standards for investment excellence."
Establishing a New Asset Manager
Embarking on a transformative journey, ORC played a pivotal role in constructing an investment management company from inception.
We not only facilitated a meticulous custodian selection process but also crafted the organization's structure in alignment with global best practices. Our comprehensive operating model spans front, middle, and back-office activities, ensuring firm governance at its core.
Pension Fund
Operating Model Transformation
ORC partnered with the client to conduct a detailed assessment of their operating model, policies, procedures, technology framework and delegation of responsibilities.
Leveraging the extensive knowledge gained from the thousands of ODDs conducted by our senior team, we actively enhanced these areas, significantly increasing the institutionalization of the client.
Asset Manager
Investment Framework Transformation
ORC actively supported a large asset manager in its investment framework transformation journey to attract more institutional capital.
Leveraging ORC's deep experience, we proactively developed private equity and real estate policies, procedures and frameworks, aligning the client's operating models with industry best practice standards.
Asset Manager
Defining Future State Data Solutions
Following a meticulous analysis of pain points within the client's operating model, ORC delivered a data solutions roadmap.
This comprehensive, end-to-end solution not only addressed the identified challenges but also played a pivotal role in increasing the client's institutional attractiveness, unlocking further AUM growth.
Asset Manager
Investment Process Enhancements
As a specialist advisor, ORC conducted a detailed gap analysis of the investment process and operations, reviewed the investment policy and procedures, developed an investment due diligence manual, investment templates and a monitoring and reporting framework.
Leveraging our deep experience and referencing best practice standards, we ensured a comprehensive enhancement of the client's investment practices.
Asset Manager
Process and System
Review
ORC served as a specialist investment consultant, completing a detailed review of the client's existing processes and systems.
Our role was to identify opportunities for enhancement and automation, leveraging our expertise to bring about strategic improvements.
Asset Manager
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