Tax-efficient, customizable solutions for showcasing the value you create for your clients.
Build personalized portfolios that express your clients’ values, tax situation, and liquidity needs—all while accounting for their existing positions.
Enhance the amount your clients get to keep through tax-loss harvesting and other tax-optimization techniques.
Smoothly transition clients to SMAs with our high-touch, concierge service that provides fast turnarounds and personalized support through every step of the process.
See our custom tax-optimized portfolios that aim to align with fixed income investors' maturity, duration, geography, and values-driven goals.
View our range of customized and tax-efficient portfolios across active and passive equity strategies.
Our veteran team of portfolio managers, traders, analysts, and client service representatives is committed to helping you unlock the power of personalization for your clients. We make it easy to transition your clients to separately managed accounts (SMAs) and build truly customized portfolios. Learn more about our team's concierge service.
Custom SMAs by Invesco empower you to deliver the customized solutions and tax-efficient outcomes clients expect from their advisors.
Tax-Aware Enhanced Cash
Invests in a blend of investment grade tax-exempt municipal bonds and taxable bonds, which may include corporate, treasury/agency, government MBS, TIPS, and taxable municipal bonds. It targets a weighted average portfolio duration of 1.25 years with individual bond maturities of no greater than three years and exhibits minimal sensitivity to changes in interest rates.
Tax-Free Enhanced Cash
Invests entirely in investment grade tax-exempt municipal bonds and targets a weighted average portfolio duration of 1.25 years with individual bond maturities of no greater than three years. This low-duration strategy is designed to exhibit minimal sensitivity to interest rate changes.
Enhanced Tax-Optimized Large Cap Equity
Provides investors with broad long/short exposure to large-cap US equities and seeks to deliver tax alpha using a highly systematic, quantitative research-driven investment process. Through a state-of-the-art portfolio management platform, the team incorporates tax-optimized investing with client specific customization capabilities.
Tax-Optimized Total Market Equity
Provides investors with broad exposure to all-cap US equities and seeks to deliver tax alpha using a highly systematic, quantitative research-driven investment process. Through a state-of-the-art portfolio management platform, the team incorporates tax-optimized investing with client-specific customization capabilities.
How to transition clients to fixed income SMAs
Creating a tax-smart plan for managing a liquidity event
Improving after-tax returns through enhanced tax optimization
How to transition concentrated stock to a tax-smart, diversified portfolio
Investors guide to SMAs
Advisor FAQs
Comparison: SMAs Mutual Funds and ETFs
Don't just manage taxes; optimize them
Tax alpha: Seek to boost your wealth with a tax-smart portfolio
See how separately managed accounts have evolved to become easier to use, more powerful tools for customization and tax optimization.
| Then | Now | Details | |
|---|---|---|---|
| Account set-up | Paper-intensive | E-sign | Advisors and their clients can now create new SMAs and transfer accounts without printing and signing mountains of paperwork. |
| Asset allocation | Generic | Precise | A broader range of investments and better construction techniques mean advisors and their clients can build portfolios to exacting specifcations. |
| Personalization | Limited | Extensive | New screening tools give advisors and their clients the ability to customize portfolios to express unique objectives and personal values. |
| Tax management | Periodic | Continuous | Sophisticated techniques and software make it possible to continuously monitor portfolios for opportunities to generate meaningful tax-alpha. |
| Visibility | Low | High | Advisors and their clients have 24/7 online access to portfolios through dashboards and portals, as well as access to trade rationales and other investment intelligence. |
| Fees | Premium | Competitive | Efficiencies from digitization and rising competition continue to drive SMA fees lower, making SMAs increasingly affordable for a wide range of clients. |
Talk to our SMA specialists about how to bring Custom SMAs to your clients. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
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