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 Low Volatility Factor Portfolio
On October 21, Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, cooks up the Low Volatility Factor Portfolio, a powerful pairing featuring Northern Trust and First Trust, built to help advisors explore the investment style that goes for investments with low volatility and avoids those with high volatility.
Thursday, October 21st 2:30 p.m. CST
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.” Download the Thematic Investment Strategies e-book Now
Global X: Investing in Tomorrow whitepaper- Global X: Investing in Thematics From a PM Perspective whitepaper
- Main Management: Thematic White Paper
- Main Management: Thematic Metrics document
- Main Management: Thematic Investing Video
- BlackRock: Megatrends 101: The Future of Innovation document
- OPS and BlackRock: Megatrends on demand Webinar
- Watch Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing on demand
- Read now, 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
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.
Read the Orion Portfolio Solutions Investments Monthly Chart Pack Now
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.
Read the quarterly Orion Portfolio Solutions Reference Guide Now
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: Capital Group Launches Advisor Benchmarking Study
Capital Group has released the findings of their 1,500 person Pathways to Growth Advisor Benchmarking Study which set out to uncover the behaviors and habits of high-growth practices.
Now presented as an on-demand webinar, Capital Group lays out the three key focus areas of Always-On Acquisition, Relationship Alpha and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher value activities. A must-see for any U.S.-based financial advisors seeking accelerated growth at any career stage.
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
- Fall 2021 Investment Insights
- Ocean Park Balanced Risk Model – September 2021 – Process in Motion
- Q2 2021 Ocean Park Update Letter
- Aug 2021 Investment Insights – Markets Have Been Generous
- Q2 2021 Ocean Park Balanced Risk – Historic Allocations
- Brochure – Investment Disciplines – Public
- Process in Motion – Ocean Park Balanced Risk Model April 2021
- OPS Ocean Park Balanced Risk – performance analysis
- 3 Reasons to Own Bonds in 2021
- 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.
Learn More about Marketor, our marketing automation platform 
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Compliance Code 0697, Orion Portfolio Solutions, March 20, 20202536-OPS-9/28/2021