ORSO Performance Data

ORSO, short for Occupational Retirement Schemes Ordinance, is the legislation that regulates Hong Kong’s occupational savings systems, defined benefit and defined contribution, that generally pre-date MPF in Hong Kong. They are almost as big as MPF in total and look to continue for many years.

The ORSO Performance Database is a comprehensive survey of the performance of major funds used in ORSO member choice schemes in Hong Kong. It is published early each month and available by subscription; single copies may be purchased. The data is well presented and is designed to have practical applications for all involved in ORSO, whether employer, product provider, trustee, administrator, investment manager, bank, accountant, legal adviser, investment adviser or member.

We also customise data for product providers – contact us for details.