Fixed Income's Next Frontier: Meeting Client Needs with Customization
ON-DEMAND
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Equity portfolios have benefited from years of innovation in personalization. Direct indexing has given advisors practical ways to reflect tax considerations, preferences, and planning objectives at scale. Fixed income, by contrast, has remained difficult to customize—often constrained by operational complexity, limited flexibility, and standardized models that prioritize efficiency over individual outcomes.
As client needs become more nuanced, those limitations are harder to ignore. Income timing, tax sensitivity, duration preferences, and risk tolerance vary widely across households, yet fixed income portfolios have struggled to reflect those differences in a scalable way.
In this conversation, we will discuss why fixed income personalization has historically lagged equities, and why that's starting to change. You will learn:
— Why customization in fixed income has been structurally harder than in equities
— What advisors have learned from the evolution of direct indexing
— Where traditional fixed income approaches break down as client needs diverge
— How firms are beginning to rethink fixed income construction with personalization in mind
For financial professional use only. Not intended for public distribution.
Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services provided by TownSquare
Featured Speakers: 
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Sam Stoner| Manager of Portfolio Management |Orion Advisor Solutions
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Can't attend? Register here for an on-demand recording after the webcast.
For financial professional use only. Not intended for public distribution.
Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC ("TSC"), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.
Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.