OPTIMIZE YOUR PORTFOLIOS

Portfolio Playbook: Changing correlations

Asset allocation, diversification, and macro-driven strategies may benefit from normalizing correlations. We’re still favoring bonds and quality US stocks.

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Invesco Total CX
The total client experience – all in one place

We're here to partner with you in every aspect of your practice so that you can focus on what matters most.

Learn about Invesco Total CX

Transcript: Invesco Total Client Experience

75% of financial professionals’ clients want more engaging investing, market and planning-related content.1

80% of financial professionals want help from asset management firms to optimize their businesses.  2

78% of financial professionals want support on portfolio construction and risk management. 2

That’s why we created Invesco Total CX – the total client experience.  It’s a powerful platform of tools, coaching and content designed to help achieve greater possibilities – all in one place.

Invesco Total CX aims to help you: 

Connect with Clients 

Language research to choose the right words, resources and content to help build client confidence and timely perspectives on global markets and policy.

Enhance your Business

Practice diagnostics, peer benchmarking, and coaching to help drive new business and promote practice efficiency.

Optimize your Portfolios  

Portfolio analytics and consultations, actionable expertise, and a wide range of solutions to help strengthen your investment process and manage with conviction.

Welcome to a new way to leverage the full power of one of the world’s largest asset management firms to create greater possibilities, for you, your practice and your clients.  

Welcome to Invesco Total CX.

Experience it with us today.

Disclosures (not being read, only showing up on screen)

NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

1Source: Y Charts, How can advisors better communicate with clients, December 2019, https://go.ycharts.com/hubfs/YCharts_Client_Communications_Survey.pdf

2Source: Broadridge, April 27, 2020, https://www.broadridge.com/press-release/2020/financial-advisors-accelerate-shift-to-holistic-financial-planning

All investing involves risk, including risk of loss.

Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.

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