Invesco Vision platform

At Invesco, we understand investing is both an art and a science. Experience and relevant information are key to successful investment decision-making. However, much of the information investors require to make informed decisions often isn't readily available or evident.

This is why we developed Invesco Vision – a decision support system offering a broad set of capabilities that provides clear insights to guide better portfolio management decisions.

Estimating portfolio asset return, risk and correlation expectation is central to portfolio and risk analyses. However, investors face many challenges in determining these estimates.

Using a combination of the BarraOne® fundamental risk factor model (one of the most recognised and respected risk models available in the market) and Invesco’s Capital Market Assumptions, Invesco Vision is able to:

• Develop consistent return estimates for thousands of assets including private investments in a number of currencies
• Model liabilities, in both nominal and real terms
• Develop risk and correlation estimates
• Incorporate regulatory risk model such as Solvency II

Illustrative efficient frontier analysis

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(For illustrative purposes only)

Read more about modelling assets and liabilities
Solvency II case study

Objectives and preferences can vary widely from one investor to another. In any case, Invesco Vision can address the main challenges of portfolio construction, understanding and choosing acceptable risk-and-return trade-offs, with a variety of portfolio optimisation methods including:-

• Absolute vs relative risk
• Mean Variance Optimisation vs Robust optimisation
• Multi-Period Optimisation
• Cashflow / Liability Matching
• Regulatory concerns such as Solvency ll capital requirements

Illustrative portfolio optimisation

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(For illustrative purposes only) 

Read more about portfolio optimisation
Portfolio optimisation case study

Whether we are creating a new portfolio or evaluating an existing allocation, gaining a better understanding of the specific risk exposures presented can help inform allocation decisions. Invesco Vision includes the following key analytical tools for portfolio evaluation:-

• Identify underlying portfolio risk factor exposures
• Stress test portfolios based on hypothetical and historical scenarios
• Evaluate ESG considerations

Illustrative portfolio optimisation analysis

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(For illustrative purposes only)

Read more on portfolio analytics

With one of the most comprehensive range of capabilities in the industry, our global team of specialists develop outcome-based customised solutions to help achieve investors’ goals.

From robust research and analysis to bespoke investment solutions, our team brings insight and innovation to each client’s portfolio construction process. Our approach starts with a complete understanding of your needs, develop investment approaches specific to your needs while working as an extension of your team.

Learn more about Invesco Investment Solutions
Schedule an Invesco Vision demo