Interactive · Live

Allocation Builder

Slide between the six core alt asset classes. The portal computes the expected return, volatility, liquidity calendar, and suitability bands in real time. Export a tearsheet when you're done.

Step 1 · Client profile

Tell us about the client.

Age

Investable assets

Risk tolerance

Liquidity need

Step 2 · Start from a preset (optional)

Or build from scratch.

Private Equity 35%

Private Credit 25%

Real Estate 20%

Hedge Funds 10%

Real Assets 10%

Venture Capital 0%

Allocation total: 100% ✓

Step 3 · Sleeve sizing

How much of the portfolio?

15%

Orion's typical accredited-investor client lands at 15–20%. Qualified purchasers can extend toward 25–30%.

Allocation composition

Your alts sleeve

Suitability: Balanced 15% sleeve aligns with the typical Orion accredited-investor client profile (46–60, medium risk, medium liquidity need).

Risk / return vs. 60-40 benchmark

Expected Return · 10yr

9.4%

↑ 180 bps vs. 60/40

Volatility · ann.

11.2%

↓ 320 bps vs. 60/40

Sharpe (approx)

0.62

Risk-free rate 4.5%

Max drawdown est.

−18%

2008-style scenario

Liquidity calendar

Portfolio accessible by horizon

30 days65%

90 days82%

1 year92%

5+ years100%

Implementation · suggested funds