Fund Manager Organizations, Measured Objectively
Choosing the right investments for your clients requires more than evaluating
strategies and track records.
Great managers — not just great strategies — drive outcomes.
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.
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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Enables advisors to identify hidden sources of risk to make more informed decisions
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Helps to protect clients from underperformance and mismanagement
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Enhances current investment research
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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.
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.
Risk Ranking
Eligible Investments
Rank the asset managers on your eligible list by Organizational Risk probability. ORCA detects patterns based on over 20 years of data from independent sources on 20,000+ firms.
Comparing Peers
Assess firm risk scores relative to others in detail. Compare risks across comparable firms, by asset class, investment style or other criteria, for more complete screening of suitable options.
Highlighting Risks for Focused Review
Individual Firm Scorecards display the highest and lowest future risks from 48 individual Machine Learning models, as well as composite and maximum individual risks, to identify specific areas for prioritization and focused research.
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