Communities Corner

Connect with Leading Investment Strategists that Align with Your Investment Philosophy

Here you will find the latest updates to Orion Communities, our robust investment model marketplace. Be alerted to new investment strategists, gain valuable insight and market perspectives, and stay informed of enhancements to Orion Advisor Tech – your streamlined platform to build models, create personalized options for high net worth clients, and execute all trading.

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New Investment Strategists

Here you’ll find information on the latest investment strategists to join Communities! Learn their history, core competencies, investment philosophy, and how they can add value to your model portfolios.

 

First Trust Introduces Fourteen ETF Model Portfolios

Communities welcomes fourteen First Trust ETF model portfolios – ten Strategic Focus ETF Model Portfolios and four Strategic Risk ETF Model Portfolios.

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.

The Strategic Focus ETF Model Portfolios are designed to serve as the core foundation enabling advisors to build scalable asset allocation solutions for their clients.

The Strategic Risk ETF Model Portfolios are aimed at total return while diversifying the risk exposures of various asset classes over the long term.

 

Numerically Quantify Expected Risk at the Onset of the Investment Process

The Cabana Group joins Orion Communities this month with its unique, risk-based suite of portfolios. The Target Drawdown Professional Series utilizes a tactical, diverse, tax-efficient strategy designed to minimize downside risk to specified numerical targets (or “target drawdown” percentages). Now more than ever it is vital to help keep clients invested through volatile markets and create the potential for long-term success and gains.

This series, now available on Orion Communities, is made up of five total portfolios to meet the needs of investors across risk profiles. Target drawdown percentages range from 5-16%. All Target Drawdown Professional Series Portfolios utilize Cabana’s proprietary Cyclical Asset Reallocation Algorithm (“CARA”), which selectively invests in an optimized mix of ETFs (exchange traded funds) across the economic cycle.

Identified target drawdown percentages are targets, not guarantees.

 

A Risk-First Approach to Tactical Investing

The static approach to risk allocation is showing strain as financial advisors find it hard balancing a client’s risk and return needs. With all markets experiencing extremes in valuation, the traditional discussion around the right ratio of equity and fixed income is difficult given the uncertain and ever-changing risk landscape. For dynamic times, a dynamic solution may be best.

Auour Investments launches four strategies that utilize the Auour Regime Model (“ARM™”), a unique approach to portfolio management that measures the risk profile of the market and blends fundamental investment principles with quantitative analysis to determine which assets to be in. The strategies aim to experience half of the downside of markets while capturing the potential that markets can provide.


Strategist Spotlight

Each month we shine a spotlight on an investment strategist or two. Learn more about these strategists and their investment management specialties.

Orion’s investment management team 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.

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.

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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 now available in Orion Communities.

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Strategist Pairings

Learn how to pair investment strategists when creating customized models portfolios to satisfy your clients’ unique needs. Here we highlight two strategists, the value each brings, and how they can complement each other in your model portfolios.

The Tax Efficient Portfolio

What’s on everyone’s minds right now? March Madness and taxes! We can’t help you save a busted bracket, but we can help you create “The Tax Efficient Portfolio.”

Communities, Orion’s robust model marketplace, makes it easy to pair strategists and develop portfolios to best align with your client’s goals and needs. This month, we pair two asset managers to help your high net worth clients achieve similar outcomes yet reduce tax consequences.

Russel Investments and Pimco logos
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How to Make SMAs Accessible for All

SMAs were invented in the 1970s to accommodate the needs for high net worth individuals, whose investment objectives didn’t fit well into standard mutual fund strategies. But that was then and this is now!

Recent history shows that SMAs actually hold more wealth than either ETFs or mutual funds. One study found that they comprised 35% of U.S. equity assets in 2018, while ETFs held 34% and mutual funds came in third at 31% of equity wealth.1

The steady growth that SMAs have shown may be about to get much higher as well. Another study suggests that demand for SMAs may double by 2023.2

Download our ebook to learn more about the benefits and roadblocks to using SMAs and how you can make them more accessible to all your clients.

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1https://www.bnymellon.com/us/en/what-we-do/business-insights/the-growth-trajectory-of-separately-managed- accounts-continues.jsp 2https://www.tradersmagazine.com/departments/fx/separately-managed-accounts-expected-to-double-in-three-years/


Streamline and Scale Your Investment Management Process

When Kathy Kraft, owner and founder of Kraft Financial, LLC, logged on to an Orion Communities webinar, she thought she was there to learn about how to better market her firm. And in a roundabout way, that’s exactly what happened. Learn how Orion Communities is helping Kathy to grow her business “at least four times over, in the next couple of years.”

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1045-OAT-03/26/2021