Measuring Managers in investment management

Investment results depend on the structural quality and culture of the firms that do the investing. We measure the organizational factors behind the strategies, to help you make better investment decisions.

Discover our solution

^{"The most important decisions investors make are about who is managing their money.” — Morningstar Research}

At our core

When skills are even, culture decides.

We close a critical blind spot: evaluating the operational strength of the firms trusted to manage other people’s capital.

A new category of insights to protect your clients. Performance reports only tell part of the story. Better outcomes depend on the people, processes, and structures behind the numbers. That’s where we come in. EG Metrics transforms soft signals into data-driven intelligence that predicts organizational risk and resilience.
The result: a statistically significant 8–12 month forecast into a fund manager's ability to deliver.
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In a world full of investment data, ORCA helps professionals focus on what matters most — before it matters.

20+

Years of research

48

Proprietary models

96%

Signal precision

200+

Risk indicators

Testimonals

Trust is not assumed. It's earned.

"Finally made risk-based triage possible"

Operational Due Diligence Manager

"Flagged $100M exposure"

Family Office Investment Analyst

“An objective tool for assessing stability”

Global Investment Research Director

“This gives me an edge in client acquisition”

Business Development Director

“This is the first view into Fund Managers related to organizational risks”