Role of a Manager in Orion

In Orion, a manager is a portfolio manager who designs, launches, and maintains onchain investment strategies. Vault creation is now permissioned; portfolio managers must complete onboarding before creating vaults. See: Manager Onboarding.

Managers can range from individual traders to professional portfolio management teams, anyone with a strategy can participate.

Your role as a manager includes:

• Designing portfolio strategies that align with a specific objective (e.g., passive index, active trading, sector-based allocation).
• Choosing the vault type - transparent (visible allocation) or private (confidential allocation).
• Setting performance and management fees.
• Managing the vault over time, including monitoring performance and adjusting allocations at each rebalance.

Orion’s infrastructure handles the heavy lifting: execution, fee accounting, performance tracking, and, when enabled, privacy-preserving trade settlement, allowing portfolio managers and quants to concentrate on what they do best.