On Demand Events

Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!

Event Description: President Biden’s “Build Back Better” program includes three key elements – each with significant changes to the current tax policy. Some parts of the program have already been enacted, while others are still in the proposal phase. Join Daniel Clifton, Partner, and Head of Policy Research for Strategas Securities, and Tim Holland, Chief Investment Officer of Orion, for a live discussion about Biden’s new tax policy. Clifton, a top-ranked Washington analyst in the Tax and Accounting Policy category, will provide increased insight into the changes ahead, including how similar tax policies have historically impacted the economy and the markets.

Event Description: Want to take a deeper dive into Orion’s most common performance calculation? Join our Performance Training Architect to gain a better understanding of how Time-Weighted Return is calculated in Orion. We’ll also show you how to easily gather key data points directly from the system, and will break the calculation down for you using simplified mathematics!

Event Description: With rapid changes in the economy and markets, many investors expect that their portfolios should also adjust. After years of passive investment approaches leading the way, the markets recently shifted in favor of more active and more dynamic investment management strategies to take advantage of those changes. This month we bring you a strategist pairing and sample portfolio recipes that can help investors adapt as the world quickly changes.

Event Description: Join us to take a tour of Orion Planning! You’ll learn more about the financial planning features that are available and where they’re located on the platform. We’ll also share some tips and best practices to help get you started with setting goals and building financial plans!

Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Head of Discretionary Portfolios, to learn about the third-party investment managers currently utilized in the Destination Funds, our latest asset allocation themes, and what we’re focusing on in today’s market.

Event Description: Brinker Capital’s Destinations Portfolios are dynamic, multi-asset class solutions focused on meeting a range of investor needs and delivering better investor outcomes by helping to keep clients invested over the long term. Learn more about Brinker Capital’s dynamic yet flexible, multi-asset class investment approach, the Destinations Funds – the building blocks of Destinations Portfolios, and the potential outcomes from a dynamic portfolio.

Event Description: KraneShares constructs differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, they seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio. Learn more about KraneShares China & EM Models available on Orion Communities.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll 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. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

Event Description: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!