Invesco Balanced-Risk Allocation
Enhancing risk-adjusted return potential and portfolio diversification by balancing risk across multiple asset classes
Request informationMeaningful diversification
Strategically balances risk across three asset classes – stocks, bonds and commodities – to allow for upside participation and defense without being overcommitted to any particular asset class or economic environment.
Adaptability
Applies monthly tactical shifts to take advantage of opportunities or reduce threats in the prevailing environment.
Consistent performance
Provides structural resilience through various economic environments.
Why this strategy
Traditional “balanced” strategies can lack the diversification needed to reduce downside risk while maintaining upside potential. In contrast, we seek to offer investors a smoother experience across changing economic environments with better risk-adjusted returns.
How we do it
As our starting point, we consider how liquid assets behave across three asset classes — stocks, bonds and comomdities — and strategically balance the portfolio’s risk across each asset class. Then each month, we tactically adjust the underling asset class exposures in order to enhance outcomes.
More from this asset class
We combine investments across equity, fixed income, currency, commodity, and alternative investment asset classes to develop balanced and multi-asset strategies. Read more about our multi-asset options for institutional investors.
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