Can’t-Miss Updates to Your Platform

Orion Portfolio Solutions is here to help you manage your investments, your clients, and your business with confidence. To keep that promise, we continually enhance our investment platform and available advisor solutions. This list is designed to help you stay on top of the most relevant updates, but more importantly, help you make the most of each enhancement with clear action items.


1

INTRODUCING A NEW STRATEGY DESIGNED TO BE THE MEGA OF BLACKROCK’S MEGATRENDS

What’s Happening

Orion Portfolio Solutions introduces a new thematic strategy designed to be the MEGA of megatrends by combining all five of BlackRock’s iShares megatrends in one solution: The Orion Portfolio Solutions Megatrends Model Portfolio.

 

Now you can position your clients’ portfolio to capitalize on several different and significant areas of influence shaping the future of our global economy and society all in one solution. Benefit from the addition of a risk management overlay serving to align portfolio risk with the overall global equity market.

Action Items

  1. Learn more about Orion and BlackRock’s extended partnership here.
  2. Log in now to access the Orion Portfolio Solutions Megatrends Model Portfolio fact sheet available in the Marketing Material section of your Advisor Portal.




2

BUILD SCALABLE ASSET ALLOCATION SOLUTIONS WITH FIRST TRUST STRATEGIC FOCUS ETF MODEL PORTFOLIOS AT THE CORE

What’s Happening

Orion Portfolio Solutions welcomes four First Trust Strategic Focus ETF Model Portfolios designed to serve as the core foundation enabling advisors to build scalable asset allocation solutions for their clients.

Benefit from decades of experience in portfolio construction, robust expertise from economic and market strategy teams, the inclusion of merit-based investments as potential sources of alpha, and a disciplined and rigorous process of model construction that is transparent and easy to explain to clients.

Advisors can select from three fixed income and one equity ETF model portfolio, each designed to deliver a core foundation to client portfolios.

Action Items

  1. Log in now to access the model fact sheets available in the Marketing Material section of your Advisor Portal.
  2. Click here to learn more about First Trust’s Strategic Focus Model Portfolios.




3

NEW MODELS FROM PIMCO MAY HELP ADVISORS AVOID COSTLY “TIMING TRAPS”

What’s Happening

Orion Portfolio Solutions introduces three tax aware fixed income model portfolios from PIMCO – Capital Preservation, Enhanced Core, and Income Focus. Fixed income model portfolios may help advisors avoid “timing traps,” which can cost, on average, anywhere from one to three percentage points of returns annualized – a meaningful portion of clients’ total return potential from fixed income allocations.1

Action Items

  1. Log in now to access the model fact sheets available in the Marketing Material section of your Advisor Portal. 
  2. Read PIMCO’s white paper, “Model Portfolios May Help Advisors Avoid Costly Fixed Income Timing Traps.”

1Blesy, McMahon, and Thomas. “Model Portfolios May Help Advisors Avoid Costly Fixed Income Timing Traps.” PIMCO. September 2019.




4

CAPITAL GROUP BRINGS EIGHT SMA STRATEGIES TO ORION PORTFOLIO SOLUTIONS

What’s Happening

With more than 85 years of investment experience and more than 40 years of experience managing separate accounts for high net worth individuals and institutional clients, Capital Group introduces eight SMA strategies to Orion Portfolio Solutions.

Capital Group provides two primary benefits when used as the core holdings of an overall portfolio.

  1. They help take advantage of market movements and possess alpha generation potential given the actively managed underlying investments. 
  2. Additionally, while the underlying funds use Capital Group’s unique investment philosophy – including a multi-manager structure and high-conviction investments grounded in fundamental research – their asset allocation is more stable and consistent, focusing more on diversification for the long-term.

Action Items

  1. Learn more about Capital Group’s Separately Managed Accounts here.
  2. Access and download Main Management’s model fact sheets now! Log in here.




5

MAIN MANAGEMENT INTRODUCES TWO NEW ETF STRATEGIES

What’s Happening

Orion Portfolio Solutions welcomes two new ETF strategies from Main Management – the Thematic Innovation Strategy and Yield Enhancement Conservative Strategy.

  • Help your clients pursue above-market returns over the long-term with Main Management’s Thematic Innovation Strategy. This ETF strategy focuses on growth and innovation worldwide in areas such as genomics, fintech, e-commerce, cybersecurity, clean energy, cloud computing, robotics, and AI, gaming and esports, pet care, and autonomous tech.
  • With over $4.6 trillion sitting on the sidelines, some of your clients are bound to have cash invested in money markets, CDs, and checking or savings accounts. Introduce your clients to the Yield Enhancement Conservative Strategy, an EFT strategy investing in higher quality and lower duration fixed income assets.

Action Items

  1. Learn more about Main Management in this on demand webinar.
  2. Access and download Main Management’s model fact sheets now! Log in here.




6

New Strategies Added from Chilton Capital, Northern Trust, and PIMCO

What’s Happening

Leverage a Compelling REIT Forecast with Chilton Capital Management’s REIT Strategy The 2021 Chilton REIT Forecast, published this month, anticipates, “REITS will produce a total return of +14% to +19% in 2021.” Maximize this growth opportunity for your clients with Chilton Capital Management’s REIT Strategy.

Bolster Your Client’s Inflation-Fighting Potential with the PIMCO Commodity Real Return Strategy Are interest rates on the rise in 2021? Harnessing PIMCO’s innovative Double Real® approach, the PIMCO Commodity Real Return Strategy allows investors access to broad commodity market returns through derivative exposure to the broad-based Bloomberg Commodity Index and collateralizes this exposure with a portfolio of TIPS designed to serve as an additional source of return and inflation hedge.

Navigate Extended Periods of Market Volatility with Northern Trust’s Quality Low Volatility Equity SMA Now you can access Northern Trust Asset Management’s Quality Low Volatility Equity SMA Model in Orion Portfolio Solutions. This new model seeks to gain efficient exposure to high-quality, low-volatility stocks with the goal of generating consistent, long-term outperformance while maintaining lower absolute volatility than the benchmark.

Action Items

  1. Access and download model fact sheets now! Log in here.
  2. Watch this on-demand webinar, “Right Now Is the REIT Time: Equity REITs with Chilton Capital Management.”




7

BRINKER’S DESTINATIONS MUTUAL FUND MODELS JUST ADDED

What’s Happening

Now Brinker Capital Investment’s Destinations Mutual Fund Portfolios, built with their Destinations Mutual Funds, are available in Orion Portfolio Solutions. Here’s how they can bring value to the Invest Pillar of your practice:

  • Core investment competencies are rooted in a dynamic yet flexible, multi-asset class investment approach, in-depth portfolio manager due diligence, and a focus on keeping you informed.
  • Both active and passive investment management is valued for helping provide a superior overall return profile.
  • Long-term strategic allocations and established allocation ranges are adhered to for each asset class, yet active shifts are made based on short and intermediate-term macro views.

Action Items

  1. Log into the advisor portal, and download Brinker’s fact sheets to learn more!  Log in now.




8

BLACKROCK JOINS OPS WITH A MODEL FOR EVERY INVESTOR

What’s Happening

Orion Portfolio Solutions has added five new BlackRock portfolio families, each with a spectrum of allocation models from conservative to aggressive, opening the door to over 30 new managed portfolio strategies and a model for every investor. BlackRock’s Model Portfolio Solutions Team, which is led by five PhDs and includes 17 research and investment strategists, applies a disciplined process to their investment philosophy. They maintain a long-term strategy focus yet have the flexibility to adapt to changing macro conditions. They also leverage the full breadth of BlackRock’s global risk team to manage risk, including Aladdin – BlackRock’s proprietary risk-management technology.

Action Items

  1. Access an abundance of valuable BlackRock resources, including an on-demand webinar with a BlackRock Model Strategist, election resources, Advisor 2020 Insights, and more!
  2. Log in now to access BlackRock’s model fact sheets available in the Marketing Material section of your Advisor Portal.




9

INTRODUCING CLARK CAPITAL’S HIGH NET WORTH STRATEGIES

What’s Happening

Orion Portfolio Solutions welcomes several SMA strategies from Clark Capital Management Group – Navigator Taxable Fixed Income, Navigator Tax Free Fixed Income, and Navigator Total Wealth Strategies (TWS) – helping advisors better serve the investing needs of their high net worth clients. Clark Capital Management Group’s high net worth strategies are custom-tailored, beginning with a case design consultation. Clients benefit from fully diversified allocations, primarily composed of individual securities, in one streamlined account. Advisors benefit from a client portfolio management team dedicated to helping them grow their high net worth business.

Action Items

  1. Learn about Clark Capital’s 5 Step Partnership Process and their Navigator Total Wealth Series!
  2. Log in now to access more information about Clark Capital in the Marketing Material section of your Advisor Portal.




10

Adding Fidelity Institutional to Our Platform

What’s Happening

Fidelity Institutional has made its core lineup of strategies available in both Orion Portfolio Solutions and through Communities, Orion Advisor Tech’s model marketplace. Orion Communities will carry Fidelity’s lineup of more than 30 model portfolios and SMAs, and Orion Portfolio Solutions will feature eight Fidelity model portfolios and a themed SMA strategy, including:

  • Fidelity Target Allocation Model Portfolios, Fidelity’s earliest suite of models with the longest track record, which offer five different asset mixes designed to achieve a spectrum of risk profiles as well as seek to enhance the potential for excess return. These strategies aim to diversify across asset classes with a blend of active and passive funds.
  • Fidelity Business Cycle Model Portfolios, which incorporate a dynamic investment approach based on shifts in the business cycle, designed to enhance risk-adjusted returns. The business cycle model portfolios are based on the framework of Fidelity’s Asset Allocation Research Team (AART), which conducts economic, fundamental and quantitative research.
  • Fidelity Bond Income Model Portfolio, designed to provide a high level of income and manage risk with a diverse investment universe including ETFs.
  • Fidelity Advisor Women’s Leadership SMA, which seeks to invest in companies that prioritize and advance women’s leadership/development and have strong competitive moats that can result in durable earnings growth or in companies Fidelity believes can benefit from open-ended growth opportunities. This model-delivered SMA was developed based on Fidelity’s existing mutual fund, the Fidelity Advisor Women’s Leadership Fund.

Action Items

  1. Log into the advisor portal, and download the Fidelity’s fact sheets. Log in here.




0536-OPS-02/16/2021

Fidelity Institutional makes Fidelity Model Portfolios available through Fidelity Distributors Company LLC; and clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.  Fidelity Investments® is an independent company, unaffiliated with Orion Advisor Solutions. Fidelity Investments is a registered service mark of FMR LLC. The Fidelity Advisor SMAs (“SMA Models”) are made available to financial intermediaries on a non-discretionary basis by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer, as a paid solicitor of its affiliate and provider of the SMA Models to financial intermediaries, FIAM LLC, a registered investment adviser. Financial intermediaries that utilize the SMA Models compensate FIAM LLC for such advice. FDC LLC and FIAM LLC are referred to collectively as “FIAM” or “Fidelity.”