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 Orion’s Tax Managed Solution

What’s Happening

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:

  • Grow your business exponentially
  • Serve clients more effectively and efficiently
  • Compete more successfully

Action Items

  1. Learn more, about the difference our Tax Managed Solution can make to your practice and to your clients.
  2. Register now to hear how this solution can help your team grow, scale, and differentiate.

*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.

For financial professional use only. Not intended for public distribution.
2907-OPS-11/15/2021




2

Get Primed for Growth With Capital Group’s Newest On-Demand Event

What’s Happening

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:

  • The science of referrals, especially the concept of social currency
  • How to identify engaged clients who are most likely to be a source for COI introductions
  • Step-by-step ways to build relationships with COIs.

A must-see for any U.S.-based financial advisors at any career stage seeking accelerated growth.

Action Items

  1. Watch this on-demand webinar, “Pathways to Growth: Advisor Benchmarking Study” with Capital Group now.
  2. Log in now to access more from Capital Group in your Advisor Portal.

*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.

Investing involves risk, including the possible loss of principal and fluctuation of value.
2310-OPS-8/17/2021




3

Introducing Northern Trust Asset Management Strategic Equity Allocation Strategy for All Markets

What’s Happening

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.

Action Items

  1. Learn more about Northern Trust’s strategies available on Orion Portfolio Solutions.
  2. Log in now to access model fact sheets and more in the Marketing Material section of your Advisor Portal.

*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.

Investing involves risk, including the possible loss of principal and fluctuation of value.
2310-OPS-8/17/2021




4

NEW Actively-Managed Janus Henderson Strategies Deliver Diversification to Investors’ Portfolio

What’s Happening

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.

Action Items

  1. Learn more about Janus Henderson’s model lineup available on Orion Portfolio Solutions.
  2. Log in now to access model fact sheets and more in the Marketing Material section of your Advisor Portal.

Investing involves risk, including the possible loss of principal and fluctuation of value.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries.
© Janus Henderson Group plc.

Janus Henderson provides investment advisory services in the U.S. through Janus Capital Management LLC, together with its participating affiliates.

For professional use only. Not intended for public distribution.

2197-OPS-8/5/2021




5

Schwab ETF Model Portfolios Differentiated with Additional Layer of Diversification

What’s Happening

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.

Action Items

  1. Click here to learn more about combining market cap index and fundamental index investing in this recent edition of The Weighing Machine podcast.
  2. Log in now to learn about Schwab Model Portfolios’ two different portfolio series; the A Series and A+B Series. With the A Series, investors benefit from low-cost, core allocations built with all cap-weighted ETFs. The A+B Series incorporates strategic beta, style, and sub asset classes for enhanced risk/return potential.




6

THE ACTIVE MANAGEMENT CLIENTS WANT, DYNAMICALLY DIVERSIFIED, TO KEEP THEM INVESTED

What’s Happening

Leverage Brinker Capital’s expertise in building diversified, actively managed, and innovative portfolios to help keep your clients invested.

Introducing Destinations:

  • Dynamic Asset Allocation – The Destinations Portfolios are constructed using a long-term, strategic allocation approach complemented by an active overlay. Deliver core portfolio solutions where many wins versus a single decision dictate success.
  • A Solution for Every Investor – Destinations is offered through six dynamic risk-based portfolios and three income-focused portfolios, with versions for tax-sensitive investors.
  • Built with a Barron’s Best Fund Family – The Destinations Portfolios are built with the Destinations Funds – a series of multi-manager, sub-advised mutual funds ranked as a top ten of Barron’s Best Fund Families in two of the last three years.

Action Items

  1. Visit here to learn more about Destinations, Brinker Capital’s 30 year investment philosophy, and more.
  2. Log in now to access the Destination’s fact sheet available in the Marketing Material section of your Advisor Portal.

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.

The Destinations Funds are distributed by Foreside Fund Services, LLC.




7

GLOBAL X DELIVERS CORE ETF MODEL PORTFOLIOS LAYERED WITH A THEMATIC INVESTING EDGE

What’s Happening

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).

Action Items

  1. Click here to listen to an interview with Global X’s Jay Jacobs and Tom Driscoll for The Weighing Machine.
  2. Read Global X’s whitepaper on thematic investing, “Investing in Tomorrow.
  3. Log in now to access fact sheets for the Global X Equity Thematic Disruptors ETF Model Portfolio and the Global X Core Series ETF Model Portfolios.




8

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.




9

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.




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.




1792-OPS-6/3/2021

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.”