Communities Corner

Connect with Communities Users, Strategists, and SMEs

Welcome! You’ll find the latest enhancements to our model marketplace, strategist commentary, new training materials, thought leadership, and more.

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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 serve to strengthen the Invest pillar of your practice.

BlackRock Adds 50+ Strategies Helping You Build a Model Safe Practice

Communities has expanded its BlackRock lineup with 11 more portfolio families, each with a spectrum of allocation models from conservative to aggressive, bringing over 50 new model strategies to Orion’s model marketplace. The new strategies encompass various targeted solutions for fixed income, ESG concerns, tax efficiency, and low-cost ETFs.

BlackRock’s model safe business was a pioneer in the industry, helping advisors save time on administrative and management aspects, lower costs for their clients, and reduce risk across their book. Launched in 2013, BlackRock’s model safe business has grown to over $116B globally.

Learn more about BlackRock’s Model Portfolio Solutions! Access an abundance of valuable resources, including a model fact sheet library, on-demand webinar with a BlackRock Model Strategist, Advisor 2020 Insights, and more!

2939-OAS-11/04/2020

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Product Updates

Our goal is to continue improving the tools you use to serve your clients—Communities included. In this section, you’ll find information about our latest Communities updates and enhancements!

Recent Product Release

Fidelity Clearing & Custody Solutions has made its core lineup of strategies available through Communities. Eight new investment strategies and a themed, separately managed account (SMA) join Orion’s Global lineup, comprising:

  • Fidelity Sector Equity Business Cycle (I)
  • Fidelity Multi-Asset Business Cycle (I) Strategy
  • Fidelity Bond Income (I) Model Portfolio
  • Fidelity Target Allocation 20/80 (I)
  • Fidelity Target Allocation 40/60 (I)
  • Fidelity Target Allocation 60/40 (I)
  • Fidelity Target Allocation 70/30 (I)
  • Fidelity Target Allocation 85/15 (I)
  • Fidelity Advisor Women’s Leadership SMA
  • Single Ticker – Fidelity Select Gold Portfolio (FSAGX)

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Strategist Updates

Strategist Spotlight

Access valuable market commentary and industry insights from anew strategist partner every month. And be sure to check out the full list of the third-party strategists featured on our model marketplace!

Get to Know SaratogaRIM!

Saratoga Research and Investment Management (SaratogaRIM) takes a unique, four-level approach to the Investment Process that includes Quantitative Analysis, Qualitative Analysis, Valuation Analysis, and Portfolio Construction.

Join Director of Investor Relations Mark McClenahan and Portfolio Manager Matt Casas for a detailed look at each step in their process, a review of the market, along with a look ahead at what to expect next year from a valuation perspective.

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Read their 2020 3Q Report: Birds in the Bush


Training Materials

Check out our tips, tricks, and training resources from our subject matter experts. If there’s something you’d like to see here, feel free to let us know by reaching out below!

This Month

After you’ve subscribed to a model in Communities, it’s easy to assign that model to client accounts no matter which trading platform you use: Eclipse or TOM. Check out these videos to see the step-by-step process!

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Thought Leadership

Look to this section for success stories from other firms, insights into the value Communities can bring to your business, and more.

Case Study

For one firm, balancing the investment management process with aggressive business development was nearly impossible—until they began using Communities. Learn how the model marketplace has saved them 10-15 hours a week by streamlining and scaling investment management.

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2194-OAS-08/24/2020