We invite the viewer to review some of the reports that OFA provides to our clients upon completion of a project or on an on-going basis. The samples found below are based on live data, which has been redacted for confidentiality purposes.
These reports are simply meant for demonstration purposes. The reports that OFA constructs are fully customizable for our clients which means that everything in the report can be tailored to specific needs. This includes customizing everything from client's logo to content and analyses.
Portfolio Review Sample:
This report provides a review of a client portfolio that was provided to OFA for the purposes of objectively assessing the portfolio which was done by looking at the following: asset allocation positioning and exposures, thematic review of funds, risk and return characteristics of the portfolio composite and individual funds, risk and return attribution by fund, relative fund performance review and a review of the fees being charged by each fund.
Asset Allocation Study Sample:
OFA was tasked with providing an asset allocation study based on the client's current asset allocation. The goal of the study was to provide two distinct portfolios, using only the funds included in the portfolio, with one portfolio offering a "conservative" investment objective and the other offering an "aggressive" investment objective. The report uses forward looking, consensus based capital market risk/return expectations to derive an efficient frontier analysis, suggested asset allocations to achieve the two distinct portfolios. The portfolios are then simulated over a 10 year holding period, with the stated objective being capital preservation, to determine the probability of each portfolio achieving this goal.
Quarterly Capital Market Review:
A quarterly conpendium of market data that can be customized by client.