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

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.




2

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.




3

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.




4

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.




5

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.




6

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.




7

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.




8

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.”




9

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.




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.”