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.
Aims to deliver performance similar to broad market equity benchmarks, improved after tax returns through systematic loss harvesting, and customization flexibility upon request.
Offers exposure to well-known indices like the Nasdaq 100™ and the S&P 500 Equal Weight®, with added funding flexibility, tax optimization, and customization benefits.
Offers broad market equity exposure supplemented with long and short extensions seeking to deliver pre-tax alpha and durable tax benefits.
| SMA | Benchmark | Inception date | Leverage | Fact sheet |
|---|---|---|---|---|
Invesco Enhanced Tax-Optimized Large Cap Equity SMA |
S&P 500® |
12/31/2021 |
130/30 145/45 200/100 |
|
Invesco Enhanced Tax-Optimized Total Market Equity SMA |
Russell 3000® |
9/30/2025 |
130/30 145/45 200/100 |
Fact sheet |
Invesco Enhanced Tax-Optimized Global Broad SMA |
MSCI ACWI |
9/30/2025 |
130/30 145/45 200/100 |
|
Invesco Enhanced Tax-Optimized Global Developed SMA |
MSCI EAFE |
9/30/2025 |
130/30 145/45 200/100 |
| SMA | Benchmark | Inception date | Fact sheet |
|---|---|---|---|
Invesco S&P 500® Equal Weight Tax-Optimized SMA |
S&P 500® Equal Weight |
12/31/2023 |
|
Invesco QQQTM Tax-Optimized SMA |
Nasdaq-100® |
12/31/2023 |
SMA |
Benchmark |
Inception date |
Fact sheet |
|---|---|---|---|
Invesco Tax-Optimized Large Cap Equity SMA |
S&P 500® |
12/31/2021 |
|
Invesco Tax-Optimized Total Market Equity SMA |
Russell 3000® |
12/31/2021 |
SMA |
Benchmark |
Inception date |
Fact sheet |
|---|---|---|---|
Invesco Tax-Optimized Int’l Developed Markets ADR SMA |
MSCI EAFE ex-USA |
7/31/2022 |
|
Invesco Tax-Optimized Broad Int’l ADR SMA |
MSCI ACWI ex-USA |
7/31/2022 |
Fact sheet |
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create tailored, tax-smart portfolios for any client goal.
NA5122048
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