Orion: How Behavioral Portfolios Work

Orion would like to welcome you to the first episode of their new Portfolio Recipes webinar series, hosted by Chief Investment Strategist, Rusty Vanneman, CFA, CMT. Each month, they'll be cooking up new strategist pairings to help you deliver portfolios better aligned with your clients’ needs and long-term goals. 

Want to make sure you're on top of what Orion is working on? The VIP Messenger will put you in direct contact.

In the series premiere, The Behavioral Portfolio, Rusty is joined by Phillip Toews, Chief Executive Officer of Toews Asset Management, and David R. Marshall, Vice President and ETF Model Portfolio Strategist at State Street Global Advisors. 

During the webinar, you’ll find out how Toews and State Street complement one another, as well as: 

  • Why investors tend to underappreciate market losses
  • How to define and measure a behavioral portfolio
  • What to look for when selecting risk-managed funds
  • How to access behavioral portfolio resources

Tune in to the first Portfolio Recipes webinar now!


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