Fund Manager Organizations, Measured Objectively
Great managers — not just great strategies — drive outcomes.
ORCA focuses on fund manager firms, giving advisors and due diligence professionals
an objective view of the manager's ability to deliver.
ORCA converts massive sets of data into usable insights:
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Streamlines Manager Research with event probability peer rankings
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Enables advisers to identify hidden indicators within organizations
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Helps to protect clients from underperformance and mismanagement
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Provides a risk-based system for more efficient and targeted Operational Due Diligence
Spend your time where it matters most. Protect your client and avoid costly failures.
Firm Comparison
Assess relative firm risk scores in detail. Compare risks across comparable firms, by asset class, investment style or other criteria, for more complete screening of firm options.
Risk Ranking
Rank asset managers on your eligible list by Organizational Event Probability. ORCA detects patterns based on over 20 years of data from independent sources on 20,000+ firms.
Focused Review
Individual Firm Scorecards display the highest and lowest future risks from 48 individual Machine Learning models, to identify specific areas for prioritization, focused research and mitigation.
ORCA shines a light on the teams behind the funds. We detect patterns in structure, culture, and conduct — and show you where to look, before issues erupt.
ORCA digs into how firms are built, behave, and change — over time and in context.
Because when products are this similar — when every fund is pitching a compelling strategy — the real differentiator is how it’s managed.
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