Our business model focuses first and foremost on our clients. We deploy our resources and relationships in the interests of our clients to generate sustained value for all our stakeholders – notably clients, shareholders and employees. This client-centric approach governs what we will and will not do as a business. It enables us to fulfill our mission as one of the mosted trusted global asset manager, which is to deliver excellent performance and service to our clients.
How we generate and preserve value over the long term
Clients allocate money – either their own or money they manage for their clients – to Orion Finance to manage according to a specified mandate or fund prospectus. We measure these monies as assets under management – AUM – and growth in AUM is a key output of our strategy. Our AUM increases or decreases, primarily depending on our ability to attract and retain clients’ money, our investment performance, and currency movements.
Our clients pay a management fee, and in addition, Orion Finance may receive a performance fee from clients when our managers deliver strong investment performance. Orion Finance’s management and performance fees are sourced from a diverse range of investment strategies, which contribute to the sustainability of our business model
The resources which Orion Finance deploys to manage clients’ money are heavily people-focused and constitute our cost base. We apply stringent cost discipline to our business, while at the same time making sure we have the right remuneration arrangements in place to attract and retain top-class talent across all business functions. This balance between cost discipline, reward and investment is key to the long-term success of our business.
We generate value for our shareholders by delivering sustained revenue growth, a function of our distribution activities, strong investment performance and our decisions to invest to grow our business.
Our strategy: Growth and globalisation
Our strategy focuses on growth and globalisation by delivering excellent performance and service to an increasingly diverse client base.
We aim to deliver a sustained period of organic growth, attracting net new client money ahead of industry growth. We will supplement this organic growth with value accretive acquisitions. By 2018, we will have established a truly global footprint, infrastructure and mind-set. Assuming market growth in line with the long-term average, the output of our strategy will be to double our assets under management.
Deliver first-class investment performance and service to our clients
Our strategy is focused on the needs of our clients, delivering consistent value to them through active investment management and serving them responsibly, wherever they are in the world.
Expand our global investment offering to meet the current and future needs of our clients
We deploy our expertise across our core capabilities to find attractive and innovative investment opportunities for our clients, and provide products which consistently meet their current and future needs.
Diversify our business
We have ambitious plans for growth, and are expanding our investment management and distribution reach to deliver value to a broader client base.
Our operating model is designed to meet client needs, attract and retain excellent people, and deliver profitable growth. As our business grows, we aim to build operating leverage and capital strength