VOR Performance
Visualize Performance
VOR Performance is a performance measurement and reporting system. Calculate realized risk and performance attributions based on your hierarchy. VOR Performance gives you a fully transparent and customizable way to calculate your organization’s performance metrics.
Visualize Performance
Visualize your performance metrics using predefined reports. All metrics 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.
Report Performance Based on Your Specifications
Calculate performance metrics and realized risk and performance attribution. Interactive charts with export make for easy inclusion in presentations. Define multiple dashboards for your reporting needs. View and export snapshot performance for a point in time. View and export Time Series Performance for all levels in your hierarchy.
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.”
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.
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
Client upload their data and manage the portfolios. FRG offers tech support as required.
Build.Run.Illuminate
VOR Performance is part of the VOR Risk Intelligence Suite. Contact us to learn more about how this suite of innovative modules can help guide your decision-making regarding risk management, efficient trading, and operational scale.