Financial Advisor Success Hub
RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS
Here at Orion Portfolio Solutions, we want to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team and our strategist partners. Subscribe to be alerted to valuable content being added regularly!
PORTFOLIO RECIPES
Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he cooks up a portfolio pairing with leading third-party investment strategists to help your clients reach their goals.
New Recipe: The Dynamic Portfolio
With rapid changes in the economy and markets, many investors expect that their portfolios should also adjust. After years of passive investment approaches leading the way, the markets recently shifted in favor of more active and more dynamic investment management strategies to take advantage of those changes. This month we bring you a strategist pairing and sample portfolio recipes that can help investors adapt as the world quickly changes.
More Portfolio Recipes:
Market Spotlight
Here we feature brand-new content and commentary about a timely issue or opportunity affecting our industry.
Thematic Investing
In order to build wealth, investors need to, quite simply, stay invested. To do the hard work of staying invested, clients need to be engaged and excited about what they’re investing in. It’s up to the advisor to deliver inspirational alpha through stories that resonate with them, that stimulate them, that make them feel part of something big, powerful, and—perhaps most importantly—positive.
Learn more in our eBook, “Keep Clients Invested with Inspirational Alpha: A Conversation About the Power of Thematic Strategies.”
Global X: Investing in Tomorrow- Global X: Investing in Thematics From a PM Perspective
- Main Management: Thematic White Paper
- Main Management: Thematic Metrics
- Main Management: Thematic Investing Video
- BlackRock: Megatrends 101: The Future of Innovation
- OPS and BlackRock: Megatrends Webinar
- Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing
- OPS and BlackRock: Q&A on Megatrend ETFs
- The Weighing Machine Podcast: Investing in Megatrends
- The Weighing Machine Podcast: Investing in Disruption & Innovation
Global X: Investing in Tomorrow
OPS and BlackRock: Megatrends Webinar
OPS and BlackRock: Q&A on Megatrend ETFs
The Weighing Machine Podcast: Investing in Megatrends
Media Features
Check out the Orion team in the news for more insight on current market trends.
The Weighing Machine
Chief Investment Strategist Rusty Vanneman, CFA, CMT, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners.
Chart Pack
The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors.
Monthly Market View
Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT.
Monthly Commentary
Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.
Reference Guide
A quarterly guide to help advisors and investors learn more about Orion Portfolio Solutions, understand the value of professional money management, navigate the markets, and more.
Behavioral Finance
Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs.
Sign Up to Stay Informed and Manage Confidently
Strategist Spotlight: Get to Know Main Management
A pioneer in managing all ETF (Exchange Traded Fund) portfolios, Main Management, LLC is committed to delivering liquid, transparent and cost-efficient investment solutions to family offices and institutional investors.
By combining the investment insights of experienced industry professionals with smart implementation vehicles, Main Management offers a unique approach that translates into distinct advantages for their clients.
Partner Content
Dive deeper with additional insights from Orion’s partners to help you communicate with clients and stay informed—quickly and confidently.
- Learn more about Destinations, dynamic, multi-asset class solutions focused on delivering better investor outcomes.
- Learn about our extensive partnership with BlackRock, click here.
- Visit Northern Trust Asset Management’s Website
- MarketScape: What to Watch, Beyond Inflation
- Investment Perspective: Passing the Baton
- Value and Small-Cap Outperformance, Take 2
- The Risk Report
- Inflation Worries
- Two ‘Tails’ of Risk in the Stock Market
- When Investments in Equity Styles May Hurt Performance
- Bottlenecks
- Emerging Markets Slip
- Process in Motion – Ocean Park Balanced Risk Model Jan 2021
- OPS Ocean Park Balanced Risk – performance analysis
- 20q4 OP TAMP Client Approved Letter
- 3 Reasons to Own Bonds in 2021
- Process in Motion – December 2020
- Commentary – The Elections and the Broken 40% Bond Allocation
- Setting and Meeting Client Expectations, part 1 of 3
- Setting and Meeting Client Expectations, Webcast Handout
- Setting and Meeting Client Expectations, part 2 of 3
- Setting and Meeting Client Expectations, part 3 of 3
Looking For Even More Ways to Connect with Your Clients and Attract New Prospects?
Orion Market*r, our marketing automation platform, features a host of customizable, professionally designed campaigns around relevant, up-to-the-minute topics.
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