Orion Partners with State Street Global Advisors to Expand Investment Program

Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform

OMAHA, Neb.–(BUSINESS WIRE)–Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users, both through Communities, Orion’s model marketplace, and Orion Portfolio Solutions, a division of Orion Advisor Solutions and leading Turnkey Asset Management Program (TAMP), access to the pedigree and financial acumen of State Street’s Investment Solutions Group, creating value for their clients and cultivating low-cost growth opportunities in the midst of a global crisis.

The Investment Solutions Group, a 50+ member investment team that manages money for central banks, pension funds, sovereign wealth funds, endowments, and other large institutions, designs and manages each newly available portfolio. Situated in major finance hubs around the world, the team averages 15 years of investing experience across a wide swath of disciplines and perspectives. Advisors on Orion’s platform can now draw on Investment Solutions Group’s experience and thought leadership, through a diverse suite of asset allocation, tax-sensitive, and income strategies.

Creating opportunities with long-term vision and tax sensitivity

Available on Communities and through Orion Portfolio Solutions, State Street’s Strategic Asset Allocation ETF Portfolios offering includes six model portfolios, spanning from conservative to maximum growth, and representing a distinct mix of SPDR® ETFs. Built from the forecasts of State Street’s Investment Solutions Group, these portfolios provide global diversification based on their target balance of risk and return, helping advisors deliver a consistent investment approach with lower turnover and greater cost efficiency.

Users of Communities and Orion Portfolio Solutions can also access State Street’s Tax-Sensitive Strategic Asset Allocation ETF Portfolios, spanning from conservative to growth. These portfolios may help advisors capture the federal, state, and local tax advantages and lower default rates of municipal bonds located in the core U.S. bond exposure.

A time-tested strategy for income value

Available in Communities, the State Street Income Allocation ETF Portfolio primarily uses State Street’s pioneering SPDR ETFs as a cost-effective foundation of income-producing assets to seek competitive returns. Multiple asset classes comprise the portfolio, including dividend-paying equities, investment-grade and high-yield bonds, hybrid securities, and global REITs.

A unique, active approach to alpha

Advisors in search of uncorrelated alpha can access State Street Active Asset Allocation ETF Portfolios through Communities. Helmed by a multi-dimensional team of strategists, the portfolios blend quantitative rigor and qualitative insight to find opportunities in temporary security mispricings. The models articulate risk through the Investment Solutions Group’s proprietary Market Regime Indicator, identifying five distinct patterns within the market cycle to arrive at a portfolio risk target.

“State Street Global Advisors and the SPDR Family of ETFs are one of the biggest names in asset management, and they bring a great deal of optionality at an extremely low cost at a time when it is critical for our users to show their value to clients,” said Orion Advisor Solutions’ Chief Investment Officer, Rusty Vanneman, CFA, CMT. “By compounding resources and synergies across the brands, advisors can immediately tap into the newfound opportunities these models create, whether through Communities or our full-service TAMP offering.”

To learn more about Orion Portfolio Solutions’ third-party strategist program, visit https://www.orionportfoliosolutions.com/strategists/

About Orion Advisor Solutions

Orion Advisor Solutions offers a personalized financial management platform at scale, including best-in-class financial technology, comprehensive investment solutions and responsive support services to help fiduciary-minded advisors and firms of all sizes realize their unique visions for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion’s continuum of solutions and integrations to better serve their clients, gain a competitive edge in a crowded marketplace and build strong, profitable businesses. Learn more at www.orion.com or follow news and insights via our blog.



Media Contact:
Jimmy Moock

Gregory FCA

Email: jimmy@gregoryfca.com
Office: 610-228-2125

Company Contact:
Kelly Waltrich

Chief Marketing Officer

Email: kelly@orion.com
Office: 402-896-7406

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