SERVICES
ORG Portfolio Management LLC offers the services below to institutional investors on a full retainer or unbundled basis. ORG can serve in a fiduciary capacity pursuant to ERISA requirements.
Strategy Development and Portfolio Design
- Policy Development and Review
- Manager and Partner Search and Selection
- Investment Manager Due Diligence, Selection and Monitoring
- Portfolio Construction and Implementation
- Portfolio Rebalancing and Implementation of Tactical Opportunities
- Fee Modeling and Negotiations
- Leverage Policy, Strategy and Implementation
Performance Measurement
- Manager and Funds Database
- Performance Reports for Portfolios and Investments
Research
- Global and Domestic Markets
- Market and Investment Opportunities
- Global Strategy Development and Implementation
- Structuring Techniques
- Summits and Symposiums
- Private vs. Public and Strategic vs. Tactical
- Commingled Funds and Separate Accounts
- Real Estate, Timber, Agriculture, Natural Resources and Infrastructure
Property Level
- Investment Specific Due-Diligence
- Acquisition, Disposition, Competitive Market and Hold-Sell Analyses
- Market and Project Feasibility Reviews
- Appraisal Firm Search and Selection
- Business Plan, Budget, and Operations Reviews
- Investment Work-out, Re-Structuring and Manager Replacement
- QPAM Oversight for Direct Investments
Securities Markets
- REIT Manager Monitoring, Selection and Attribution Analysis
- Secondary Market Purchases, Sales, Tender Offers
- Structuring the Contribution of Properties to Pooled Funds
- Structuring Extrication from Pooled Funds
Other Services
- Independent Fiduciary Services
- International and Emerging Market Investment Review
- Quarterly Portfolio Performance Report
- Expert Witness and Litigation Support