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.

 

Introducing 7 Separately Managed Accounts and a Suite of 6 Multi-Asset Active/Passive Model Portfolios

Putnam’s seven SMAs consist of:

  • Four U.S. Domestic Equity Strategies – Three Concentrated Large Caps and a Small Cap Growth
  • Two Sustainable Investing Strategies
  • One International Equity Strategy (ADR Only)

Putnam’s newly added models consist of six portfolios ranging from 0% equity/100% fixed income to 100% equity/0% fixed income. They offer:

  • Targeted diversification using both active and passive strategies
  • Professional management
  • Competitive cost structure with no overlay fees

Get to know Putnam with these valuable resources:

 

Beyond Ordinary ETF Model Portfolios

For more than a decade, Global X has been empowering investors with unexplored and intelligent solutions. Their product lineup features more than 80 ETF strategies and $30 billion in assets under management (as of April 30). While they are distinguished for their Thematic Growth, Income, and International Access ETFs, they also offer Core, Commodity, and Alpha funds to suit a wide range of investment objectives.

Global X’s model portfolios provide differentiated, primarily open architecture solutions, building upon their cornerstones of leadership in thematic investing, alternative income, and international access. Now you can access six of their innovative model portfolios on Communities.

Learn more about Global X in these valuable resources:

 

Capturing China’s Growth and Innovation with Model Portfolios

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.

KraneShares helps investors stay up to date on global market trends and aims to provide meaningful diversification. Krane Funds Advisors, LLC, is a signatory of the United Nations-supported Principles for Responsible Investing (UN PRI). The firm is majority-owned by China International Capital Corporation (CICC).

Watch this presentation to learn more about KraneShares China & EM Models available on the Communities Platform.

Schedule time with a KraneShares analyst! Email info@kraneshares.com.

 

Adding Strength to your Portfolios

Nasdaq Dorsey Wright adds two of their flagship portfolios, giving investors the opportunity to add strength—relative strength—to their portfolios in both domestic and international equity markets. Nasdaq Dorsey Wright’s focus is to build portfolios driven by their relative strength investment process that evaluates a broad investment universe to identify the subset of market leaders eligible for inclusion in their portfolios.

The Systematic R.S. Growth strategy invests in 20-25 U.S. mid and large-cap stocks when fully invested but can also raise up to 50% cash in down markets. Since the strategy’s inception on 12/31/2006, the portfolio has outperformed the S&P 500 Total Return Index on a gross and net basis with a beta of 0.75.

The Systematic R.S. International strategy invests in 30-40 ADRs from emerging and developed international markets and has broad flexibility from a sector and regional perspective to allow the portfolio to adapt to key global trends. The strategy launched on 3/31/2006 and since has been able to outperform its benchmark, the Nasdaq Global ex U.S. Total Return Index, on a gross and net basis.

Learn more about both strategies in these videos:


Strategist Spotlight

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

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Evaluating Risk on a Daily Basis Provides An Adaptive Approach Offering Advisors Protection and Participation

Peak Capital Management (“PCM”) is a registered investment adviser with the Securities and Exchange Commission (“SEC”) in accordance with the Investment Advisers Act of 1940. PCM maintains firmwide and composite level GIPS compliance celebrating over five years of audited performance.

PCM believes effective portfolio management begins with an understanding of risk. All financial markets are subject to varying degrees of volatility. PCM strives to manage uncertainty by adhering to a disciplined, multi-strategy approach that incorporates non-correlated assets.

PCM is a research-driven firm that utilizes a team approach to portfolio management. Because they understand the value of a disciplined investment process, their passion is to deliver exceptional risk-adjusted returns by managing research-driven portfolios. Their regularly published research includes a client-friendly explainer video, monthly PCM Report, Portfolio Roundups as rebalancing occurs and more.

PCM offers five models on Communities. All models are dynamically allocated based on an optimization of risk and opportunity identified by their research. PCM is dedicated to providing the advisory community and clients with low-cost, high transparency solutions for growth and income-oriented portfolios. Learn more about two of these models in the fact sheets below:

Their methodology has been tested in extreme market environments. Their goal is to leverage the intellectual capital they have developed over decades of portfolio management in partnership with thoughtful advisors.

Learn more about PCM’s Dynamic Risk Hedging in this video and other valuable resources:


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 Dynamic Portfolio

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.

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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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1758-OAT-5/28/2021