International Equity

Investment Objective:

To outperform the MSCI EAFE or MSCI ACWI ex US Index over a full market cycle with lower than market volatility.

The Invesco Edge:

  • 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 employs an investment management process that focuses on three areas 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.