Fixed Income SMAs
Custom SMAs by Invesco provide customized, tax optimization fixed income portfolios to meet unique client goals.
Custom SMAs by Invesco Separately Managed Accounts
Customizable, cost-efficient and tax-smart solutions tailored to meet investors’ unique objectives.
Why Partner with Invesco
Our SMAs deliver personalized equity and fixed income solutions with a smart tax design and direct ownership. Backed by centralized technology and deep investment expertise, we can provide efficient, client-focused portfolios at scale.
What we offer SMA solutions
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Custom Equity SMAs
Custom SMAs by Invesco bring the power of personalization to equity portfolios across investment styles, sectors, and regions. -
Traditional Active SMAs
Model delivery or manager traded. The benefits are direct ownership of the underlying securities offered through equity (domestic, international) and real estate options.
Customized solutions
Custom SMAs by Invesco empower the delivery of customized solutions and tax-efficient outcomes clients expect.
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Fixed income Tax-Free Intermediate Term
Invests entirely in investment grade tax-exempt municipal bonds and targets a weighted average portfolio duration of greater than five years with no limitation on individual bond maturities. This intermediate-duration strategy exhibits extensive sensitivity to changes in interest rates.
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Fixed income Tax-Aware Intermediate Term
Invests in a blend of investment grade tax-exempt municipal bonds and taxable bonds, which may include corporate, treasury/agency, government MBS, TIPS, and taxable municipal bonds. It target a weighted average portfolio duration of greater than five years with no limitation on individual bond maturities and exhibits extensive sensivity to changes in interest rates.
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Equity QQQ™ Tax-Optimized
SMA based on the NASDAQ-100 Index, which provides access to some of today’s most innovative companies. It seeks to deliver tax alpha using a highly systematic, quantitative research-driven investment process.
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Equity S&P 500® Equal Weight Tax-Optimized
SMA based on the S&P 500 Equal Weight Index Index, which equally weights the stocks in the S&P 500. It seeks to deliver tax alpha using a highly systematic, quantitative research-driven investment process.
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Guide Investors guide to SMAs
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Infographic Advisor FAQs
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Infographic Don't just manage taxes; optimize them
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Infographic Tax alpha: Seek to boost your wealth with a tax-smart portfolio
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SMAs: An investment tool for customization at scale
See how separately managed accounts have evolved to become easier to use, more powerful tools for customization and tax optimization.
| SMA | Then | Now | Details |
|---|---|---|---|
| Account set-up | Paper-intensive | E-sign | Advisors and their clients can now create new SMAs and transfer accounts without printing and signing mountains of paperwork. |
| Asset allocation | Generic | Precise | A broader range of investments and better construction techniques mean advisors and their clients can build portfolios to exacting specifications. |
| Personalization | Limited | Extensive | New screening tools give advisors and their clients the ability to customize portfolios to express unique objectives and personal values. |
| Tax management | Periodic | Continuous | Sophisticated techniques and software make it possible to continuously monitor portfolios for opportunities to generate meaningful tax-alpha. |
| Visibility | Low | High | Advisors and their clients have 24/7 online access to portfolios through dashboards and portals, as well as access to trade rationales and other investment intelligence. |
| Fees | Premium | Competitive | Efficiencies from digitization and rising competition continue to drive SMA fees lower, making SMAs increasingly affordable for a wide range of clients. |
