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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/Reporting: - Manager and Funds Database
- Quarterly 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
- Real Estate, Infrastructure and Natural Resources
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
Investment Services: - Manager Monitoring, Selection and Analysis
- Secondary Market Purchases, Sales, Tender Offers
Other Services: - Independent Fiduciary Services
- International and Emerging Market Investment Review
- Expert Witness and Litigation Support
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