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Learn
The Cookbook: The Advisor's Guide to Portfolio Construction
Use these resources to get an edge on portfolio construction—empowering you to build customized strategies that drive success and exceed your clients’ needs in 2025 and beyond.
ResourceGet Your Copy
The 2025 Orion Portfolio Solutions (OPS) Cookbook is a curated selection of 12 portfolio recipes designed to meet a variety of investment objectives.Fill Out the Form to Download a PDFGet a Taste of the Recipes
Download the Cookbook to get the ingredient list (models) that comprise each recipe.
Behavioral Portfolio
Portfolios designed to smooth returns to help investors stay invested for the long term and close the “Behavior Gap.”
Golden Years
Tailored for retirees, emphasizing steady income and preservation of capital.
Tactical Sword
A portfolio that actively adjusts to market conditions in search of alpha, seeking to outperform relevant benchmarks over time.
Inflation Armor
A resilient portfolio that strives to protect and thrive in inflationary times.
WebinarThe 2025 OPS Cookbook: Recipes for Smarter Portfolio Construction
Join the Orion Investment Strategy Team for an exclusive walkthrough of the 2025 Orion Portfolio Solutions Cookbook - your guide to blending investment managers and strategies to meet diverse client objectives.
Whether you're onboarding to the OPS platform or refining your investment approach, this session will equip you with the insights needed to build robust portfolios with confidence.
Dig InLet's Get Cooking
Talk to our team to get access to the OPS platform or to talk through how to implement some of these recipes.
How We Cooked These Recipes Up
We aim to simplify portfolio construction while equipping advisors with the tools to achieve client success. By combining our Market Cycle Mandates investment framework, Risk Scoring, and rigorous Due Diligence process, we’ve created a foundation for building portfolios that align with diverse client goals.
Market Cycle Mandates
Market Cycle Mandates (MCM) is an investment framework that provides an intuitive and time-tested structure and rationale for building diversified portfolios. Within the MCM Framework, each investment strategy on the OPS platform is categorized into one of three mandates: beta strategies that capture the movement of the markets, active strategies that actively adjust their allocation for changing market conditions, and diversifier strategies designed to disengage from market movement and provide less correlated sources of return and risk to portfolios.Risk Scoring and Benchmarks
A Risk Scoring system that ensures that portfolios are matched to clients’ risk tolerances, fostering confidence and long-term discipline. The OPS Risk Score measures all investments relative to the risk of the global equity market. These scores are designed to be clear, defensible, and responsible, helping to set realistic return expectations and ensuring all strategies are evaluated on a consistent basis.
Due Diligence Process
Orion’s Investment Due Diligence team utilizes an institutional, multi-faceted investment approach focused on a combination of quantitative metrics and qualitative information. Each strategy on the OPS platform is reviewed using a five-pillar approach, detailed in a Guiding Star Research Report, which is updated every 12-18 months.
Investment Strategy TeamMeet the Chefs
Our Investment Strategy Team serves financial advisors, investors, and Orion stakeholders through thoughtful investment education, timely market content, and one-on-one consultations. We strive to achieve our key objectives of keeping clients invested, diversified, and disciplined by building resilient portfolios crafted to withstand any market cycle.
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Add your email and we will let you know when we release new portfolio recipes, host webinars on portfolio construction, or post new videos to this page.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
0688-R-25070
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