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VOR Performance

VOR Performance

Case Study

“Working closely with the foundation, we were able to quickly add value by producing more timely and transparent performance and risk metrics than the previous provider, all while providing the foundation a 35 % ROI.”

Visualize Performance

Visualize your performance metrics using predefined reports. All VOR are rules-based and systematically calculated.

Performance Flexibility

Define your own hierarchies and calculation methods or let us help you. The VOR system allows you to run performance on your schedule.

Performance Functionality

Define your hierarchy of funds, calculation methodology for each fund, roll up levels and benchmarks. Upload positions and cash flows monthly, or a mix of both for each fund as well as return series for benchmarks. Run VOR performance and download a spreadsheet detailing results and calculation steps. If an adjustment is needed, alter values in the VOR Performance spreadsheet to ensure they are correct, then upload the adjustments to VOR. Rerun VOR Performance, view, and download final metrics from the portal.

VOR Performance Brochure

See how VOR Performance can help your team.

VOR Performance is a performance measurement and reporting system. Calculate realized risk and performance attributions base on your hierarchy. VOR Performance gives you a fully transparent and customizable way to calculate your organization’s performance metrics.

Request a demo.

VOR Performance Benefits

Open and Transparent

All calculations are documented and available in Excel format. No guesswork needed when reviewing numbers.

Performance on Your Terms

Define your hierarchy and choose your calculation methods.

Performance and Attribution

Calculate performance metrics and realized risk and performance attribution.

2 Service Levels

Managed and Unmanaged versions available to clients.

Managed Service

FRG manages all aspects of the system, from data loading to running calculations. A skilled performance analyst is assigned to each account.

Unmanaged Service

Clients upload their data and manage the portfolios. FRG offers tech support as required.