“Orange IM can now increase efficiency, control and transparency for all stakeholders involved in improving operational excellence in management and investor performance analysis and reporting”

  – Jouke Schneider

Our Client

Orange Investment Managers is a European investment manager specialising in acquiring, managing and financing car park real estate. Orange IM is the investment manager for various car park funds in Europe, with a current portfolio of approximately EUR 150 million spread over various countries. Its target for the next two years is to increase this to EUR 500 million of assets under management by investing at least 70% in the core countries of Europe. For more information please visit www.orangeim.nl

Orange IM’s prime objective is to contribute to a safer, healthier and more sustainable living environment through investing in and managing the right infrastructural assets. They believe that strong partnerships with the right people will make the difference for the future.

The Challenge

To achieve its objectives, Orange IM requires constant innovation and continuous development both internally and from its business partners. Orange was looking for software solutions that could help strengthen its operational excellence and its position in the car park investment market by:

  • Calculating, analysing and reporting performance composition and attribution taking the relevant performance and benchmarking standards into account
  • Comparing actual and forecast performance to strategic expectations as approved by the management team and investors in the applicable investment proposals
  • Demonstrating their track record to current and potential investors, and
  • Ensuring efficiency and advanced data validation and quality.

The Solution

Together with Orange IM, FundStar drew up and implemented a plan to optimally support Orange’s requirements for achieving operational excellence. Orange IM’s strategic performance management approach and requirements to start at fund level were not sufficiently supported by software companies in the industry. After an efficient pilot with a sub portfolio of assets, FundStar’s calculation and analysis module was implemented in combination with its interactive graph module.

Due to this successful implementation project, Orange IM can now calculate, analyse and report its performance indicators in three easy steps from fund through portfolio to asset level, and benchmark the results against its strategic expectations in the approved investment proposals. Orange IM has furthermore obtained an insight into the contributing components such as assets, accounts, types and regions that make up the financial performance of funds and portfolios. This has led to a substantially improved performance planning & control cycle and has therefore improved operational excellence.