CUSTOM SMAS BY INVESCO

Equity SMAs

Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.

Fully customized, tax-optimized SMAs

We build customized separately managed accounts that seek to deliver tax alpha using a highly systematic, quantitative research-driven investment process via a state-of-the-art portfolio management platform.

Strategy

Description

Fact sheets

 
Invesco QQQ Tax-Optimized SMA Based on the Nasdaq-100® Index, which provides access to some of today’s most innovative companies. Download  
Invesco S&P 500 Equal Weight Tax-Optimized SMA Based on the S&P 500 Equal Weight Index, which equally weights the stocks in the S&P 500 Index. Download  
Invesco Enhanced Tax-Optimized Large Cap Equity SMA US large-cap common-stock portfolio with long/short exposure and a custom tax-management overlay. Download  
Invesco Tax-Optimized Total Market Equity SMA     All-cap US equity portfolio with long-only exposure and a custom tax-management overlay. Download

Invesco Tax-Optimized Large Cap Equity SMA US large-cap common-stock portfolio with long-only exposure and a custom tax-management overlay.

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Invesco Tax-Optimized ESG Large Cap Equity SMA ESG-focused US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay.

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Invesco Tax-Optimized Large Cap Growth Equity SMA Growth oriented US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay.

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Invesco Tax-Optimized International Developed Markets ADR SMA Large and mid-cap international developed markets portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs.

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Invesco Tax-Optimized Broad International ADR SMA Large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs.

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Invesco Tax-Optimized ESG International Developed Markets ADR SMA ESG-focused large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs.

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Fundamental active SMAs

Access Invesco’s fundamental active equity strategies while still benefitting from more streamlined levels of customization.

Explore our SMA solutions

Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create customized, tax-smart portfolios for any goal.

CUSTOM SMAS BY INVESCO Unlock the power of personalization

Custom SMAs by Invesco help you build tailored, tax-smart portfolios across asset classes.

FIXED INCOME SMAS Build customized bond portfolios

Create tax-smart fixed income portfolios that align with your values and unique cash-flow and diversification goals.

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Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.

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