Invesco Model Portfolio Service
Discover our most comprehensive multi asset adviser solution, offering cost-effective, risk-targeted model portfolios without compromise. Partner with us and turn our dedicated investment expertise into your edge
The models
We know that your clients will have a variety of investment goals, so our Model Portfolio Service offers a range of options.
It’s comprised of 12 advisory and 6 discretionary multi-manager models, each with their own specific risk targets.
They are available on most platforms, including 7IM, AJ Bell, Aviva, Elevate, Fidelity, Quilter, Scottish Widows and Transact, and we partner with EV, Synaptic, FinaMetrica, Dynamic Planner and Defaqto to risk rate the models, making it easy for you to match your clients with the right one.
The service
Whether you’re looking for an advisory service, where you retain control of the client portfolio, or you’re looking to hand over all portfolio management to a discretionary manager, we’re able to help.
See below for a brief summary of the key differences between these two offerings:
Discretionary
0.10%1
Annual MPS charge to your client- We manage the models and the linked client portfolios
- Sleep easy with a fully ‘hands off’ approach
- Portfolios typically updated quarterly
- Receive ongoing commentary to help communicate portfolio changes with your clients
- Create a free account on Basecamp to access documents/information for your due diligence checks, sign the contract and then allocate your clients to a discretionary model on your preferred platform
1 Annual MPS charge. This is in addition to fund, platform and any adviser fees.
Advisory
0%2
Annual MPS charge to your client- We manage the models, you manage the client portfolio, ensuring it remains aligned
- Control rebalancing/model updates for tax purposes and retention of client involvement
- Models typically updated annually
- Receive ongoing commentary to help justify a portfolio change to your client
- Create a free account on Basecamp to access documents/information for your due diligence checks, subscribe to the service, download the advisory model data and replicate them for your clients on your preferred platform
2 Your clients pay no MPS charge – they only pay the fund, platform and any adviser fees. For access to our models, research and ongoing support, your firm instead pays a maximum monthly subscription of £70 + VAT.
The team
Your clients’ cash is in experienced hands. Benefit from the proven expertise in research, strategic asset allocation and model construction of the Invesco Investment Solutions team.
They’ve been assembling portfolios for close to a decade and currently manage over £62bn of assets for our clients.
£62bn+ Assets under management
70+ Investment professionals
13 Years of average investment experience
The support
We understand an MPS should deliver more than just well-managed portfolios. Our online management system, Basecamp, provides you with the resources you need to fully understand the service, keep up with the latest information and support your client conversations.
You can login to find all the current model breakdowns, such as asset allocation, performance, risk ratings and total OCFs, as well as model update details, should we need to make any changes.
For you
- Model information
- Monthly market/model commentary
- Model performance reports
- Model update reports/commentary
- Target market guides
- Fund selection justification
For clients
- Factsheets
- Brochures
- Onboarding letter template
- Quarterly asset class commentary
Speak to our team
If you have any questions or would like to discuss our Model Portfolio Service in further detail, fill in the form to speak to our dedicated team.
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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All information sourced from Invesco and correct as at 31 December 2023.
Views and opinions are based on current market conditions and are subject to change.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
