#USA #New York #Orion #ETF Portfolios #VanEck

VanEck Expands Portfolio Access through Orion Platform

VanEck, a prominent asset management firm, has announced the launch of several Exchange-Traded Fund (ETF) model portfolios on the Orion platform, a leading wealthtech provider for financial advisors. This collaboration marks a significant step in making VanEck's investment strategies more accessible to financial professionals aiming to optimize portfolio construction for their clients.

Enhanced Access for Advisors

Advisors operating within the Orion platform will now have at their disposal VanEck’s model portfolios without incurring any additional costs. This feature allows them to implement diversified investment strategies while outsourcing tasks such as portfolio construction, trading, and rebalancing. The integration is expected to streamline the advisory process, enabling clients to benefit from a well-researched, multi-asset approach to investing.

A Closer Look at the Portfolios

The model portfolios offered by VanEck through Orion include:

1. Wealth Builder Plus Portfolios – These portfolios provide core allocation strategies tailored to three different risk profiles: Conservative, Moderate, and Aggressive. They deliver exposure to equities and fixed income alongside strategic allocations to real and digital assets, balancing active and passive security selections.

2. Real Assets Portfolio – This dynamic strategy focuses on investment in commodities, natural resource equities, gold, Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and infrastructure. Utilizing a data-driven, rules-based methodology, it expertly navigates through various real asset sectors, catering to inflation concerns and augmenting traditional portfolios.

3. Select Opportunities Portfolio – An equity-focused strategy designed to capture high-conviction investment ideas from VanEck's extensive research across different asset classes, sectors, and regions. It aims at capital appreciation while managing risk, providing targeted exposure to unique opportunities.

Each of the five model portfolios has shown promising performance, outpacing their respective benchmarks since inception. Detailed performance data, asset holdings, and strategy insights can be found on VanEck’s Model Portfolios Center, an essential resource for financial professionals.

Flexibility and Comprehensive Design

The portfolios are constructed on an open-architecture framework, incorporating both VanEck ETFs and those from third parties, offering advisors the flexibility needed to align their client’s portfolios with various investment goals and risk tolerances. Managing these portfolios is the responsibility of VanEck's dedicated Multi-Asset Solutions (MAS) team, guided by David Schassler, who applies a quantitative and data-informed approach to asset allocation.

Kol Estreicher, Head of the RIA Channel at VanEck, expressed enthusiasm about the collaboration, stating, "Our models extend beyond traditional allocations by integrating real assets and thematic investments reflecting today’s macroeconomic landscape. Advisors can significantly reduce their operational burden while focusing on serving clients effectively."

About VanEck

VanEck stands out with its commitment to identifying impactful investment opportunities beyond conventional market boundaries. Established in 1955, it has earned a reputation for pioneering access to international markets and for early adoption of various asset classes, including gold and emerging markets. Currently managing around $224.5 billion in assets, VanEck continues to innovate its offerings to enhance portfolio diversification.

In conclusion, this partnership with Orion highlights VanEck's dedication to providing valuable tools for advisors while staying at the forefront of the investment management industry. For more detailed information or to explore these portfolios, advisors can visit VanEck’s Model Portfolios directly. Advisors interested in accessing these model portfolios on Orion can reach out to their representatives at VanEck or Orion for further assistance.