Orion has been running "Portfolio Recipes" video lectures on demand that walk advisors through various ways to structure and maintain client wealth in pursuit of various targeted financial objectives.
Naturally, the discussion is tailored to helping people on the Orion platform put the ideas into practice, but any advisor can watch and absorb the essentials into a larger professional repertoire.
If you've been content to use old-school asset allocation techniques and static rebalancing targets, there's probably something here worth at least a review.
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. WATCH NOW
The Inflation Hedge Portfolio: Resurgent inflation and inflation expectations have fed concern among advisors and investors about how to hedge inflation risk. Orion has put together a combination of strategies that can help ease the pressure on client wealth without starting over from scratch. WATCH NOW
The Tax Efficient Portfolio: Taxes are on the rise too. Powerful partners like PIMCO and Russell Investments plug into Orion's portfolio tools to support enhanced trading strategies for improved tax efficiency. Want to minimize tax, maximize returns and respect a wide range of risk budgets? Now you can! WATCH NOW
The Behavioral Portfolio: Investors are human and sometimes the best experience doesn't need to provide optimized outcomes . . . the important thing is hitting the sweet spot between tangible returns and perceived risk. This is especially true in the wake of a year of extreme volatility .WATCH NOW
