Release Notes: Investment Model Marketplace

May 2021

New Strategists on Communities

Communities welcomes new strategies to Orion’s robust model marketplace. Here’s the list of who has recently joined the platform: 

  • KraneShares
  • NASDAQ Dorsey Right 
  • GlobalX
  • Putnam Investments

Learn more about these strategists on our Communities Corner.

How to get there: Orion Connect > Communities

April 2021

New Strategists on Communities

Communities welcomes new strategies to Orion’s robust model marketplace. Here’s the list of who has recently joined the platform: 

  •       Flexible Plan  
  •       Maryland Capital
  •       Oliver Luxxe

Learn more about these strategists on our Communities Corner.

How to get there: Orion Connect > Communities

March 2021

New Strategists Join Communities

Communities welcomes new strategies to Orion’s robust model marketplace. Here’s the list of who has recently joined the platform: 

  • 12th Street Asset Management
  • Astor Investment Management
  • Cunningham Investment Management
  • The Cabana Group
  • Solomon API LP
  • Tandem
  • First Trust Advisors

Learn more about these strategists on our Communities Corner.

How to get there: Orion Connect > Communities

February 2021

Five New Strategists Join Communities

This month, Communities welcomes fourteen new strategies to Orion’s robust model marketplace. Here’s a list of the asset managers joining the platform:

  • Logan Capital
  • Scarecrow Trading 
  • Dana Investment Advisors
  • LightPoint Portfolio Solutions/Beacon Wealth
  • Auour Investments

Learn more about these strategists on our Communities Corner.

How to get there: Orion Connect > Communities

January 2021

New Strategist Joins Communities: HGK Asset Management

HGK’s focus on high-quality companies has generated consistently strong results with their Small Cap Value SMA, now available in Communities. Learn more and access resources on Communities Corner.

How to get there: Orion Connect > Communities
New Strategist Joins Communities: Q3 Asset Management

Experts in sector rotation and tactical management, Q3 Asset Management offers strategies that maintain the ability to adapt to changing market conditions. Now, you can access eight of their unique strategies in Communities. Learn more and access resources on Communities Corner.

How to get there: Orion Connect > Communities
New Strategist Joins Communities: Blueprint Investment Partners

Blueprint joins Communities with two strategies rooted in a repeatable, understandable, and transparent process that answers the questions of what, when, and how much to buy and sell. Learn more and access resources on Communities Corner.

How to get there: Orion Connect > Communities

December 2020

Frontier Asset Management Launches 26 Models

Frontier’s forward-looking, highly analytical investment process starts with a philosophy of Downside First Focus.  This month they introduced 26 models to Orion Communities delivering three product suites of downside, risk-defined model investment strategies, including 10 Mutual Fund Strategies, 10 Tax-Managed Mutual Fund Strategies, and 5 ETF Strategies.

Orion Connect > Communities

November 2020

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!

 

Learn More: https://orionadvisortech.com/communities-corner/

October 2020

New Model Launches: Brinker’s Destinations Mutual Fund Models

Brinker Capital Investment’s Destinations Mutual Fund Portfolios, built with their Destinations Mutual Funds, are now available in Communities! Here’s how they bring value to your practice:

  • Core investment competencies are rooted in a dynamic yet flexible, multi-asset class investment approach.
  • Both active and passive investment management is valued, helping provide a superior overall return profile.
  • Long-term strategic allocations and established allocation ranges are adhered to for each asset class, yet active shifts are made based on short and intermediate-term macro views. 

Visit your resource center to see the entire list of Brinker models and to access additional information.

How to  get there: Orion Connect > Communities

September 2020

August 2020

July 2020

June 2020

2445-OAS-09/23/2020