What You'll Learn:

When markets feel unstable, confidence in your platform matters more than ever. In this on-demand session, Orion’s Chris Hart and Mili Rosen, CFA, unpack how our institutional-grade due diligence helps broker-dealers:

• Reinforce advisor flexibility with access to high-conviction, third-party strategies

• Maintain control and oversight without adding complexity or overhead

• Save time and elevate quality with a research team dedicated to ongoing monitoring and rigorous approvals

• Equip your compliance teams with documentation and rationale behind every strategy decision

This video covers each stage of Orion’s due diligence process, including:

✅ Idea generation and platform needs assessment
✅ Quantitative and qualitative research, including manager scorecards
✅ Committee-driven strategy approval
✅ Ongoing monitoring and performance review using Orion’s proprietary 5-star framework