Capabilities

Invesco Vision Platform

Introducing our portfolio management decision support tool

Invesco Vision helps you see better to decide better.

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about-us

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

This is why Invesco Investment Solutions (IIS) developed Invesco Vision: a decision support system that offers a broad set of capabilities intended to enhance investor proficiencies in portfolio management decision-making.

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Judgement and collaboration, enhanced.

Invesco Vision marries the power of machine efficiency and transparency with human judgement and collaboration. It combines analytical and diagonostic capabilities into a single solution that supports better decision-making.

judgement

The system is the result of years of research and development by the Invesco Investment Solutions team and was designed specifically around the idea of providing professional investors with the information they need to make better-informed investing decisions. Invesco Vision fosters more productive collaborations with our clients and supports them in more effectively applying their judgment to the portfolios they manage.

Read on more to see a brief overview of Invesco Vision's current capabilities. An accompanying white paper provides more in detail.

DOWNLOAD THE WHITE PAPER      DOWNLOAD EXECUTIVE SUMMARY

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Model assets and liabilities

The output of any risk management or portfolio construction exercise is a function of the inputs used.

liabilities

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

  • Developing consistent return estimates across all portfolio assets
  • Developing risk and correlation estimates for alternative/private market assets
  • Establishing asset or liability benchmarks that are aligned with client objectives

Invesco Vision substantially simplifies the process of determining the relevant characteristics of assets and liabilities, the most critical component of risk management and portfolio construction.

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For illustrative purposes only.

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Portfolio construction

Having the right tools is critical to achieving desired outcomes.

Portfolio construction

A broad set of portfolio construction approaches allow investors to develop portfolios that consider their unique preferences for a variety of return and risk trade-offs in achieving specific investment objectives. These approaches include:

  • Absolute and relative risk optimisation
  • Robust optimisation
  • Liability matching (ALM, LDI, and CDI)
  • Portfolio constructions with regulatory considerations (Solvency II)
  • Return-agnostic optimization

We understand that objectives and preferences can vary widely from one investor to another. Invesco Vision can address the main challenge of portfolio construction,  understanding and choosing acceptable risk-and-return tradeoffs, with a variety of portfolio optimization methods.
 

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For illustrative purposes only.

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Portfolio analytics

Effective risk management requires relevant information about portfolio risks

Portfolio analytics

Understanding the multitude of return and risk trade-offs presented by portfolios requires the ability to intuitively evaluate risk from a variety of perspectives. We can help investors:

  • Uncover and understand sources of return and risk
  • Compare candidate portfolios with existing or alternate portfolios.
  • Stress testing portfolios - considering historical and hypothetical scenarios

Invesco Vision enables investors to test and evaluate portfolios with a variety of risk and scenario analytics.
 

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For illustrative purposes only.

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Portfolio selection

An investor’s portfolio is the practical expression of their beliefs about the future, their investment objectives, their constraints, and their willingness to bear a variety of risks.

Portfolio selection

Portfolio selection is when the application of the many judgements made throughout the portfolio analysis process results in the identification of a portfolio that balances the achievement of specified outcomes with the understanding and acceptance of a variety of return and risk trade-offs. Successful portfolio selection requires access to the right types of analytical resources, the right types of investments, and the right investment partners.
 

For illustrative purposes only.

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Vision Platform Case Study Centre

Invesco Investment Solutions

With decades of experience managing multi-asset portfolios, our strategists, portfolio managers and analysts can help produce improved investment outcomes.

Invesco Investment Solutions

From robust research and analysis to bespoke investment solutions, our team brings insight and innovation to your portfolio construction process.

Institutional investors construct sophisticated, multi-asset portfolios designed to deliver predictable outcomes and insulation from market volatility. Yet even the most sophisticated portfolios can have blind spots, concealing unintended exposures which could undermine those goals. Invesco Investment Solutions comprises a team of investment professionals who combine an outcomes-based focus with one of the most diverse set of capabilities in the industry to help clients develop a wide range of custom solutions to meet investors’ goals. We work as an extension of your team to develop solutions tailored to your needs

Contact Us to Discuss Vision Platform

 

Source: Invesco, September 2019.

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