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Orion Portfolio Solutions: Performance, Flows, & Positioning | August 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.
On Demand

Orion’s Economic Outlook: The Three Ps…Politics, Profits, and Peak (Inflation?)

Event Description: There are several valid reasons investors are pessimistic - inflation is high, central banks are raising interest rates and bond prices are falling. Yet, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, and Thomas K.R. Wilson, CFA, SVP, Head of Wealth Advisory, to gain insight into the latest market activity and discuss what the economy has going for it into year-end: 1) Politics: What to expect in November? 2) Profits: Why earnings and interest rates matter most 3) Peak (Inflation?): Are we on the downslope? ​​Plus, you’ll get all your top-of-mind questions answered to help you lead better client conversations.
On Demand

Portfolio Recipes: The Balanced Portfolio Recipe

Event Description: As with most aspects of our financial lives, staying balanced is a key to success, especially in volatile markets, and this month’s portfolio recipe could assist. In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Phil Wood, CPM Global Head of Equity Client Portfolio Managers at Janus Henderson Investment, and Sean Clark, CFA, Chief Investment Officer at Clark Capital Management Group to discuss how long-term focused, diversified, balanced portfolios can help provide stable returns over a client’s portfolio life cycle.
On Demand

Not Your Average Custom Indexing: Win New Clients with Next Gen Tech + Service

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | September 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.
On Demand

What Comes After the Battle of the Ballots?

Event Description: With the midterm elections quickly approaching, we know your clients will be reaching out to you with questions on the possible effects to the markets, our industry, and their portfolios. Join Tim Holland, CFA, Chief Investment Officer, and Steve Pavlick, Head of Policy at Renaissance Macro, as they help guide you - and your clients through what you can expect post-election.
On Demand

Break into the High-Net-Worth Space

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets1 and own 43% of total investable assets2 in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory - now available to advisors on the Orion Portfolio Solutions platform - can help you do just that. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage, and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3) Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers. Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, and Dawn Batho, Director of Inside Sales, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions. 1 “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020. 2 “The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.
On Demand

Portfolio Recipes: The Diversified Boutique Firm Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this monthly Portfolio Recipes webcast. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | October 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.
On Demand

A New Approach to Equity Risk Management

Event Description: As markets continue to struggle this year, we’re launching the first hedged equity strategy to the OPS Platform – designed to help lessen losses and have high market up capture. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Phillip Toews, CEO and Lead Portfolio Manager at Toews Asset Management, to hear how the Toews Managed Risk Blueprint Strategy provides you with an equity strategy that remains fully invested but uses options contracts to attempt to offset losses. With a track record of navigating downturns in 2018, 2020, and 2022, the strategy can help your clients remain invested at a potentially critical time in market history.
On Demand

Change the OCIO Game with Orion’s Custom Indexing

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion's Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics - including this year's trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.
On Demand

How to Improve After-Tax Returns & Scale Portfolio Customization in 2023 with Custom Indexing

Event Description: As you are in the throes of year-end tax planning, the importance of proactive tax management presents itself again. Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, to learn you can help clients grow their custom portfolios while minimizing the impact of taxes through Orion’s Custom Indexing. From tax-loss harvesting and tax transitioning to ESG - you’ll see how you can easily bring proactive tax management to every client through cost-effective and personalized portfolios at the touch of a button. * Source: “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.
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