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RESOURCES TO HELP YOU COMMUNICATE YOUR VALUE TO CLIENTS

Orion Portfolio Solutions wants to help you communicate a sense of confidence to your investors by offering you curated insights from Orion’s Investment Management Team, thought leaders and strategist partners.
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Weekly Bullets Blog

The week in review. Market insights and musings from Chief Investment Strategist, Rusty Vanneman, CFA, CMT.

View Latest press releases and media coverage.

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

The Weighing Machine Podcast

Chief Investment Strategist, Rusty Vanneman, CFA, CMT, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners.

Listen to the Weighing Machine Podcast.

Monthly Commentary

Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team.

Read the monthly commentary pdf Now

Monthly Market View

Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT.

View Latest Monthly Market View commentary.

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

PORTFOLIO RECIPES

Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals.

Portfolio Recipes ‘Most Popular of 2022’: The Downside Protection Portfolio

Original Air Date: March 29, 2022

Would you expect a portion of your portfolio to be actively managed during periods of market volatility?

Given one of the worst starts to the stock market in years, combined with high equity valuations, the rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky.

In this Portfolio Recipe, we present two long-standing strategies on the OPS platform with historical records in successfully managing tactical asset allocation strategies, Toews Asset Management and Ocean Park Asset Management.

Portfolio Recipes ‘Most Popular of 2022’: The Downside Protection Portfolio


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Save Your Spotfor Diversified Boutique Firm Portfolio Recipe

The OPS Cookbook provides you with crafted recipes that pair well known Orion Portfolio Solutions (OPS) partners into portfolio recipes. These recipes seasoned with the strategies of Brinker Capital and other OPS partners are sure to be a hit!

Bon Appétit.

Jump to Recipes

For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC a registered investment advisor.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit cfainstitute.org

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit cmtassociation.org.

Compliance Code: 2 2 5 6, Orion Portfolio Solutions, November 22, 20222256-OPS-11/22/2022

Strategist of the Month

Janus Henderson Investors Logo

Global Perspectives from Janus Henderson’s Portfolio Construction and Strategy Team Offers Shock Therapy for Market Turmoil

In our previous edition of Trends and Opportunities early this year, we focused on U.S. mid caps as an equity portfolio’s “new center of gravity,” examined the merits of being broad in ex U.S. equities to avoid the growth/value dance, and explained how multi-sector bond strategies shine when examined through the lens of “empirical” duration. Since that publication, investors have grappled with severe market shocks from slowing growth, inflation, and interest rate volatility. In this edition of Trends and Opportunities, we aim to offer some therapy for those shocks by providing a long-term perspective on the markets and economy and presenting quality equities and mortgage-backed securities (MBS) as potential solutions to help investors build a resilient portfolio.

Key Takeaways

  • Investors are grappling with severe market shocks from slowing growth, inflation and interest rate volatility.
  • While history tells us there is likely more pain to come, it also tells us that patient investors have historically experienced more upside than downside over the long term.
  • In our view, investors should view the current landscape as a blank slate and seek to take advantage of new opportunities

Toews Managed Risk Blueprint Quick Look

Trends and Opportunities Podcast

PCS Team Overview

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Partner Content

Dive deeper with additional insights from Orion’s partners to help you communicate with clients and stay informed—quickly and confidently.

Brinker Capital
Brinker Capital

  • Learn more about Destinations, dynamic, multi-asset class solutions focused on delivering better investor outcomes.

BlackRock
BlackRock

  • Learn about our extensive partnership with BlackRock, click here.

Northern Trust Asset Management
Northern Trust Asset Management
Janus Henderson Investors
Janus Henderson Investors
State Street Global Adisors
State Street Global Adisors
Advanced Asset Management Advisors (AAMA)
Advanced Asset Management Advisors (AAMA)
American Funds
American Funds
Appleton Partners, Inc.
Appleton Partners, Inc.
Buckingham
Buckingham
Clark Captial
Clark Captial
Fidelity
Fidelity
First Trust
First Trust
Main Management
Main Management
Ocean Park Asset Management
Ocean Park Asset Management
Russell Investments
Russell Investments
Symmetry
Symmetry
Toews Corporation
Toews Corporation

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 1 3 4 3, Orion Portfolio Solutions, July 29, 20221343-OPS-7/29/2022