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Orion’s extensive partnership with BlackRock provides registered investment advisors with over 50 model strategies available in Communities, Orion’s model marketplace. Also available, the new Orion Portfolio Solutions Megatrends Model Portfolio – designed to be the MEGA of BlackRock’s megatrend ETFs. Subscribe now to stay alerted to new models and receive valuable BlackRock insights, resources and updates!

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A New Strategy Designed to be the MEGA of Megatrends

Orion Communities introduces a new thematic strategy designed to be the MEGA of megatrends by combining all five of BlackRock’s megatrend ETFs – built with iShares – in one solution:
the Orion Portfolio Solutions Megatrends Model Portfolio.

Portraits of Rusty Vanneman and Jeff Spiegel

Megatrends Webinar

On Demand

Join Rusty Vanneman, CFA, CMT and Chief Investment Strategist of Orion Portfolio Solutions and Jeff Spiegel, Head of U.S. iShares Megatrend and International ETFs at BlackRock to learn more about megatrends and the Orion Portfolio Solutions Megatrends Model Portfolio.

BlackRock Model Portfolios Through Communities

Deliver a model for every investor with BlackRock’s Managed Portfolio strategies. Leverage the breadth of BlackRock’s global risk team, macro researchers, and investment resources within equities and fixed income for portfolio construction and insight generation.

Select from over ten portfolio families, each delivering a spectrum of allocation models from conservative to aggressive, opening the door to over 50 managed portfolio strategies for fixed income, ESG concerns, tax efficiency, and low-cost ETFs.

BlackRock’s Model Portfolio Solutions Team applies a disciplined process to their investment philosophy while diving into a robust well of information available from their proprietary risk-management technology, Aladdin, and the BlackRock Investment Institute (BII).

Portrait of Amanda Toner

BlackRock Model Overview

On Demand Webinar

Join Amanda Toner, model strategist at BlackRock, for a deep dive into BlackRock’s models business, which was formally launched in 2013. Learn about BlackRock’s dedicated model portfolio solutions team and explore BlackRock’s wide range of strategies spanning target allocation, multi-asset income, and target income.

Timely Resources, Insights and Practice Management

Student of the Markets

Provide current perspective to clients

RIA Practice Management

Achieve your business objectives

Gain Access to Global Resources and Investment Expertise…

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 utilize the full breadth of BlackRock’s global risk team, which includes the following:

BlackRock Managed Portfolio Strategies

  • Aladdin BlackRock’s proprietary risk-management technology
  • Asset Class Specialist Teams In-depth expertise in individual asset classes, markets and strategies
  • BlackRock Investment Institute (BII) First-hand macroeconomic insights from discussion with policy-makers, CEOs and investors globally
  • Risk & Quantitative Analysis Dedicated partner to PM teams to help monitor risks and avoid unintentional exposures