To provide performance insights needed to fast track portfolio allocation decisions, Oranj and YCharts partnered to bring you the new Oranj Marketplace Quarterly Report.
The report’s investment universe is comprised of funds/securities that are available in the free Oranj Marketplace. These funds and securities are from industry-leading asset managers that have partnered with Oranj to bring free software to independent financial advisors. The report also includes funds and securities not available in the free Oranj Marketplace but still heavily invested in by independent advisors. The funds and securities are then ranked by Morningstar category based on a scoring methodology using YCharts that equally weights returns, expenses and risk.
The result: A succinct summary of the top funds by score, providing a quick and easy way to discover new investment opportunities for client portfolios.