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.
Orion Portfolio Solutions’ new and reimagined platform is now available! From setting financial planning goals to building proposals to trading and reporting, this cohesive experience is designed to help you facilitate your entire wealth management process with ease. See more of the new Orion Portfolio Solutions platform and access all of the details, on-demand education and training resources you need to get started. 0944-OPS-5/31/2022 Orion’s Tax Managed Solution makes it easy to bring proactive tax management to every client. Designed to not only help you address the needs of clients with deeply embedded capital gains, concentrated positions and those seeking more tax efficient portfolios, but also enable you to provide clients with customized portfolios at scale. With 79% of investors stating that their advisor should be focused on minimizing their tax obligations*, we’ve combined our experienced Tax Management Team and award-winning advisor technology to help amplify your expertise so you can: *Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic. In the “Pathways to Growth: Advisor Benchmarking Study” on-demand webinar, Capital Group’s, Mike Van Wyk, presents the findings from their own 1,500 person Pathways to Growth Advisor Benchmark Study that set out to uncover the behaviors and habits of high-growth practices. The on-demand webinar 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. In the subsequent “Fuel Growth with a COI Engagement Strategy”, Paul Cieslik, also of Capital Group, walks through the science of referrals and how to apply them in building professional partnerships among the centers of influence (COIs) of your most engaged clients. In this popular webcast, you will learn: A must-see for any U.S.-based financial advisors at any career stage seeking accelerated growth. Northern Trust Asset Management, a Top 20 Global Asset Manager*, has partnered with Orion Portfolio Solutions to bring strategies to the platform to help investors be compensated for the risks they take – in all market environments and in any investment strategy. Having downside protection is very important to investors making this a key reason to allocate assets to low volatility strategies. Traditional low volatility strategies have challenges such as unintended sector allocations and interest rate sensitivities which are uncompensated risks. Northern Trust Asset Management’s Quality Low Volatility strategy was designed to deliver consistent long-term outperformance with lower risk than that of the index while avoiding pitfalls associated with traditional low volatility investing. The Quality Low Volatility strategy is a diversified, higher quality and lower volatility portfolio that delivers attractive up-market participation and protection during down markets. This strategy is designed to efficiently deliver excess returns with a 15% – 25% reduction in absolute volatility relative to the benchmark while mitigating uncompensated risk exposures. This helps to provide clients with a smoother investing experience. *Total worldwide assets under management. The above rankings are not indicative of future performance. Unless otherwise noted, rankings are based on total worldwide assets under management of $1.1 trillion as of December 31, 2020 by Pensions & Investments magazine’s 2020 Special Report on the Largest Money Managers. Janus Henderson Investors, a leading global active asset manager, has partnered with Orion Portfolio Solutions to offer a suite of strategies, including Mid-Cap Growth, Global Sustainable Equity and Global Asset Allocation Models to clients leveraging their adaptive multi-asset solutions and fundamental equity investment teams. Janus Henderson Global Allocation – Conservative Model Portfolio, Moderate Model Portfolio and Growth Model Portfolio: Offers broad global diversification for investors through a strategic allocation across equities, fixed income and alternatives, with the goal of providing the opportunity for higher returns and lower volatility. Each model seeks an optimized allocation to actively managed underlying Janus Henderson mutual funds. Janus Henderson Global Sustainable Equity ADR Managed Account: Utilizes the Global Sustainable Equity strategy that has provided sustainable investments in US and international equities for client accounts in Europe and the UK since the mid-1990s. Janus Henderson Mid Cap Growth Managed Account: The Janus Henderson Mid Cap Growth Managed Account offers a similar strategy to the $23.2B Janus Henderson Enterprise Fund in a SMA wrapper. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. Janus Henderson provides investment advisory services in the U.S. through Janus Capital Management LLC, together with its participating affiliates. Orion Portfolio Solutions welcomes fourteen Schwab ETF Model Portfolios designed to be straightforward, transparent, and easy to explain to investors. A behavioral based approach to investing is built into each model, delivering optimal asset allocation by applying various assumptions and inputs about investor preferences and rationality. Leverage Brinker Capital’s expertise in building diversified, actively managed, and innovative portfolios to help keep your clients invested. Introducing Destinations: Past performance is not indicative of future results. An investment in the Funds are subject to risks, and investors could lose money on their investment. Outcomes depend on the skill of the sub-advisers and adviser and the allocation of assets amongst them, as well as market fluctuations and industry/ economic trends, etc. There can be no assurance that the Funds will achieve their investment objectives. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus with this and other information about the Funds, please call 877-771-7979. Read the prospectus carefully before investing. Brinker Capital Investments, LLC is an affiliated company of Orion Portfolio Solutions, LLC through their parent company, Orion Advisor Solutions, Inc. The Destinations Funds are distributed by Foreside Fund Services, LLC. Thematic Investing continues to be the “in” strategy, with Thematic ETF AUM up 430% to $34.6 billion from $25.1 billion at the end of Q1 2020. Now advisors subscribing to Orion Portfolio Solutions can deliver the Global X Equity Thematic Disruptors ETF Model Portfolio and Global X’s Core Series ETF Model Portfolios – each providing an appropriate amount of thematic equity based on an investor’s risk tolerance level and time horizon. For more than a decade, Global X has been empowering investors with unexplored solutions. Their product lineup features more than 80 ETF strategies and $30 billion in assets under management (as of April 30, 2021). 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. 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:
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Orion Portfolio Solutions New Platform is Here!
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Introducing Orion’s Tax Managed Solution
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Get Primed for Growth With Capital Group’s Newest On-Demand Event
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Introducing Northern Trust Asset Management Strategic Equity Allocation Strategy for All Markets
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NEW Actively-Managed Janus Henderson Strategies Deliver Diversification to Investors’ Portfolio
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© Janus Henderson Group plc.
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Schwab ETF Model Portfolios Differentiated with Additional Layer of Diversification
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THE ACTIVE MANAGEMENT CLIENTS WANT, DYNAMICALLY DIVERSIFIED, TO KEEP THEM INVESTED
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GLOBAL X DELIVERS CORE ETF MODEL PORTFOLIOS LAYERED WITH A THEMATIC INVESTING EDGE
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INTRODUCING A NEW STRATEGY DESIGNED TO BE THE MEGA OF BLACKROCK’S MEGATRENDS
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Adding Fidelity Institutional to Our Platform
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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.”