Emerging Markets Equity

Investment Objective:

To outperform the MSCI Emerging Market Free Index over a full market cycle with lower than market volatility.

The Invesco Edge:

  • Global investment team with stability among senior investment professionals
  • Investment philosophy and process that has consistently underpinned our global equity products since the early 1990s
  • Stock selection is the primary focus of our investment efforts, driven by precise financial, valuation and global sector-based research criteria

Investment Strategy:

Our investment process is clearly delineated in three discrete investment steps that include a financial and valuation assessment, global sector-based research based on primary company contact, and team-based portfolio decisions. Risk is explicitly managed at the overall portfolio level through tracking error and R-squared constraints, while at the stock-selection level, there is a strong bias in favor of companies with proven financial strength.

We are committed to a long-term investment horizon resulting in low rates of portfolio turnover. Risk management efforts also seek to ensure that the largest single component of active risk is security-specific, which is consistent with stock selection being the sole targeted area of excess return.

A model portfolio approach is utilized to avoid performance dispersion among client portfolios with the same mandate.