Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO.
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Orion’s New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation
The new strategies, which are available through Communities, Orion’s model marketplace, and Orion Portfolio Solutions, a leading Turnkey Asset Management Program (TAMP), draw on first-hand biotechnology and mineral expertise within the Orion Investment Team to enable advisors and their clients to tap into a rising demand to both support the global fight against the COVID-19 virus, and address long-term inflation concerns.
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Orion Senior Quantitative Portfolio Manager, Horacio Carias, CFA, called on his experience as a biomedical research scientist and pharmaceutical industry consultant to develop the U.S. Biotechnology stock and direct indexing portfolios. The strategy is distinguished from other biotech offerings with its equally weighted composition and strong focus on companies developing vaccines, antivirals, and other treatments for COVID-19. By creating this strategy, Orion gives advisors a unique approach to a highly competitive sector, with low market correlation, benefiting from subsidies funded by governments and private organizations combating a global pandemic.
But equally important to being aligned with timely market opportunity, the strategy is designed to be nimble. While ultra-relevant in our current pandemic, Biotechnology has notably outperformed the broader technology sector over the last decade. Accordingly, the Biotechnology strategy was created not just as a short-term trend play, but a long-term source of diversified growth opportunity for the well-balanced portfolio.
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