Custom model portfolios
Turn our expertise into your edge with co-branded, co-developed customizable model portfolios supported by an ongoing, full-service partnership.
CAPABILITIES Model portfolios
Invesco model portfolios are crafted to support your practice and enhance client outcomes, whether you prefer a standardized or customized approach.
Why Partner with Invesco
Whether you prefer the convenience of standardized approach or the customization of a bespoke portfolio, Invesco model portfolio solutions are crafted to support your practice and enhance client outcomes.
What we offer Model portfolio solutions
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Prebuilt model portfolios
Whether you’re seeking to build a core portfolio for a targeted level of risk or complement your core with specific exposures, we offer a range of solutions. -
Portfolio consultations
Elevate your investment process and partner with Invesco’s Portfolio Advisory Team to access industry-leading analytics for a portfolio consultation.
Resources
We offer guidance for you and your clients on model implementation, as well as in-depth insights about our process.
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Article Create a model practice
Model portfolios can benefit your clients and also help you focus on leading your practice as a business and making strategic decisions to help it grow.
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PDF Introducing clients to model portfolios
Use this piece to introduce the concept of model portfolios in conjunction with fact sheets, commentaries, and trade rationales for the specific model portfolio you’ve chosen for your client.
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Article Three key trends in model portfolios
Model portfolios can help provide professional investment management and allow financial professionals the time to nurture relationships and prospect too.
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Article Tactical asset allocation
The Invesco Solutions & Custom Strategies team discusses what their macro regime framework is telling investors now, and what their investment positioning is for the current regime.
