INVESTMENT GOVERNANCE & STRATEGY
Stronger governance behind
better investment decisions.
ORC helps institutional investment organizations design, assess and strengthen the governance, strategy and decision-making frameworks that sit behind their investment activities.
Investment Governance
Clear decisions.
Clear accountability.
Effective investment governance provides the structure through which strategy is translated into consistent, accountable and well-informed investment decisions.
ORC works with institutional investment organizations to assess and strengthen these frameworks, aligning investment strategy, governance, decision rights, policies and oversight with the organization's objectives and institutional best practice.
Areas of Focus
Ensuring robust, end-to-end
governance and oversight.
Engagements can focus on individual elements of the investment framework or form part of a broader review of how investment decisions are governed and executed.
01
Investment
Strategy
Review and development of investment objectives, strategic priorities, portfolio parameters and the framework through which strategy is established and reviewed.
02
Investment
Governance
Design and assessment of investment committees, subcommittees and other governance forums supporting investment decision-making.
03
Rights & Delegations
Clear allocation of authority, responsibilities, approval thresholds and escalation requirements across the investment organization.
04
Investment Policies
Development and enhancement of investment policies, guidelines and supporting frameworks that translate strategic objectives into practical requirements.
05
Investment Oversight
Frameworks for selection, approval, monitoring, review and escalation across external managers, funds and direct investment activities.
06
Performance & Risk
Governance of investment performance, portfolio risk, reporting and the information required by decision-makers to exercise effective oversight.
What We Deliver
Governance and strategy designed to work in practice.
01
Governance Reviews
Assess existing investment governance against organizational objectives, regulatory expectations and relevant institutional best practice.
02
Governance Framework Design
Define governance bodies, responsibilities, decision-making structures and reporting lines appropriate to the investment model.
03
Investment Policy Frameworks
Develop investment policies, mandates, guidelines, approval frameworks and supporting governance documentation.
04
Investment Committee Design
Establish clear committee mandates, membership, voting arrangements, escalation routes and decision-making responsibilities.
05
Investment Strategy Advice
Support the development, review and implementation of investment strategy within an appropriate go risk framework.
Read More
Explore our investment governance and strategy approach in more detail.
Download our Investment Governance & Strategy brochure for further information on how ORC helps institutional investment organizations strengthen investment strategy, governance and decision-making.
ORC is a specialist consultancy supporting institutional asset owners, asset managers and asset servicers across due diligence, investment operations, and governance.
We help clients identify material risks, strengthen operating models and make better-informed decisions across the investment lifecycle.
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