Capabilities Institutional Indexing
Invesco has been managing index replication portfolios since 1999.
Capital market assumptions
Translating portfolio theory into real-world solutions for investors
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Building block of portfolios
Capital market assumptions (CMAs) are the foundation for designing outcome-oriented portfolios.
Distinguishing characteristics
Our CMAs provide estimates for 30+ alternatives and 8 private asset classes.
Forward-looking outlook
We include both a 5- and 10- year horizon outlook to help address different investment goals.
Your expanded line of sight
Capital market assumptions (CMAs) form the foundation of our strategic and tactical asset allocation decisions. With an eye on over 170 asset classes across private and public markets in 20 different currencies, we maintain a comprehensive view of trends, risks, and correlations. This expansive insight allows us to drill down and offer unique perspectives that more narrow observations may miss, so we can help investors identify underlying drivers of return across asset classes.
2023 long-term capital market assumptions
Read the latest update to forecasted risk and return expectations.
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