Janus Henderson to Offer Model Portfolios through Orion Portfolio Solutions
August 09 2021 - 8:30AM
Business Wire
Janus Henderson Investors today announced that a suite of three
proprietary mutual fund driven model portfolios and two
model-delivered separately managed accounts (SMA) are now available
to financial advisors through Orion Portfolio Solutions (OPS), the
premier turnkey asset management program (TAMP) of wealthtech
platform leader Orion Advisor Solutions. OPS users can now
access:
- Janus Henderson Global
Allocation - Conservative Model Portfolio,
Moderate Model Portfolio and Growth Model Portfolio: Offers broad
global diversification for investors through a strategic allocation
across equities, fixed income and alternatives, with the goal of
providing the opportunity for higher returns and lower volatility.
Each model seeks an optimized allocation to actively managed
underlying Janus Henderson mutual funds.
- Janus Henderson Global Sustainable
Equity ADR Managed Account: Utilizes the Global
Sustainable Equity strategy that has provided sustainable
investments in US and international equities for client accounts in
Europe and the UK since the mid-1990s.
- Janus Henderson Mid Cap Growth Managed Account: The
Janus Henderson Mid Cap Growth Managed Account offers a similar
strategy to the $23.2B Janus Henderson Enterprise Fund in a SMA
wrapper.
In addition, the Orion Communities Model Marketplace is expected
to soon offer a broad-reaching set of Janus Henderson models,
including exchange-traded funds (ETF) driven model portfolios and
additional model-delivered SMAs through Communities, Orion’s model
marketplace that provides access to strategist models for fixed
income, equities, and alternatives. The Janus Henderson models will
include:
- Global Adaptive Asset Allocation suite (three risk objectives):
Global Adaptive Capital Growth, Global Adaptive Capital Allocation
and Global Adaptive Capital Appreciation
- Mid Cap Value
- Concentrated Growth
- Opportunistic Alpha
- Growth & Income
- Global Dividend Growth
“Our model platform offers a full suite of solutions, including
single strategies as well as targeted allocation solutions to
clients leveraging our unique adaptive allocation and fundamental
multi-asset investment teams which we are pleased to offer to Orion
clients,” said Matt Peron, Director of Research and Portfolio
Manager at Janus Henderson. “Partnering with Orion to provide our
multi-asset model portfolios on their platform gives advisors
solutions designed to match clients’ needs and prioritize investor
preferences. We look forward to further expanding our model
portfolio offerings through Orion in the near future.”
“Model strategies play an essential role in the toolkit of
advisors who embrace the advantages of scale and client demands for
investment strategies tailored to their needs,” said Tim Holland,
Chief Investment Officer of Orion. “The differentiation of Janus
Henderson’s models, combined with nearly 30 years of asset
management, make them a welcome and competitive addition to our
platform.”
Notes to editors
About Janus Henderson
Janus Henderson Group (JHG) is a leading global active asset
manager dedicated to helping investors achieve long-term financial
goals through a broad range of investment solutions, including
equities, fixed income, quantitative equities, multi-asset and
alternative asset class strategies.
At 30 June 2021, Janus Henderson had approximately US$428
billion in assets under management, more than 2,000 employees, and
offices in 25 cities worldwide. Headquartered in London, the
company is listed on the New York Stock Exchange (NYSE) and the
Australian Securities Exchange (ASX).
About Orion Advisor Solutions
Orion Advisor Solutions is the premier provider of the
tech-enabled fiduciary process that transforms the advisor-client
relationship by enabling financial advisors to Prospect, Plan,
Invest, and Achieve within a single, connected, technology-driven
experience. Combined, our brand entities, Orion Advisor Tech, Orion
Portfolio Solutions, Brinker Capital Investments, and HiddenLevers,
create a complete offering that empowers firms to attract new
clients seamlessly; connect goals more meaningfully to investment
strategies and outcomes, and ultimately track progress toward each
investor’s unique definition of financial success. As a result,
Orion supports more than 2,200 advisory firms with $1.6 trillion in
assets under administration and an additional $54 billion of
combined platform assets (Orion Portfolio Solutions and Brinker
Capital) on the open architecture TAMP, making Orion the platform
of choice for all growth-focused advisory firms looking to
strengthen their client relationships, gain a competitive edge in a
crowded marketplace, and build strong, profitable businesses. Learn
more at www.orion.com.
2183-OPS-8/4/2021
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Press Inquiries
Janus Henderson Investors
Sarah Johnson Director of Media Relations and Corporate
Communications, North America T: +1 (720) 364-0768 E:
sarah.johnson@janushenderson.com
Jeremy Osheim Manager of Media Relations and Corporate
Communications, North America T: +1 (303) 336-7464 E:
jeremy.osheim@janushenderon.com
Orion
Michele Steinmetz Public Relations Manager T: +1 (215) 817-5610
E: michele.steinmetz@orion.com
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