Qualified Settlement Fund Management
Orion leadership leverages over a decade of §1.468(B) Qualified Settlement Fund management experience and 30 years of institutional investment management experience. Our partners have managed several benchmark settlements over the past decade and have been engaged to manage more than $9 billion since 2020.
The Orion Advantage:
Orion utilizes an active approach to structure our QSFs to meet specific settlement related criteria. Our proprietary account structure and process limits risk while seeking earnings to offset or eliminate settlement-related administrative expenses. We utilize custody accounts with no bank balance sheet exposure to hold conservative government-guaranteed securities and money market instruments.
|Bank / Other Administrator
|Bank deposit or escrow account
|No bank balance sheet risk
|Bank balance sheet exposure above FDIC limits
|Diversification & Liquidity
|Diversified portfolio of highly liquid US Government guaranteed bonds and money market securities
|Concentrated bank exposure and liquidity in size can be challenging
|Low - designed to be accretive
|Bank – Low
Administrator – Higher
Orion’s unique account and pricing structure is designed to accommodate settlements of any size with higher earnings potential, accessible liquidity, and lower risk concentration than bank deposit accounts.