ABSOLUTE RISK OPTIMISATION
Invesco Vision
Invesco Vision is an advanced portfolio management research and analytics platform explicitly designed to support investors in making better-informed investment decisions that are aligned with achieving their specific investment objectives.
Key features
Private market access
Harness the potential of strategies ranging from senior loans and real estate - to private credit and infrastructure.
Enhanced asset allocation
Using Vision - our proprietary asset allocation tool – we can combine alternative and traditional assets to build outcome-orientated portfolios.
Client-centric solutions
We can design flexible, client-centric solutions on a customised, comingled and advisory basis.
Introduction
At Invesco, we understand investing is both an art and a science. Experience and relevant information are key to successful investment decision-making. However, much of the information investors require to make informed decisions often isn't readily available or evident.
This is why we developed Invesco Vision – a decision support system offering a broad set of capabilities that provides clear insights to guide better portfolio management decisions.
Providing clear insights
The result of years of research and development by the Invesco Solutions team, Invesco Vision is a free service that fosters more productive collaborations with our clients and supports them in more effectively applying their judgment to the portfolios they manage.
Read the whitepaper for more detail.
Invesco Vision platform whitepaper
Modelling assets and liabilities
Estimating portfolio asset return, risk and correlation expectation is central to portfolio and risk analyses. However, investors face many challenges in determining these estimates.
Using a combination of the BarraOne® fundamental risk factor model (one of the most recognised and respected risk models available in the market covering over 3000 factors) and Invesco’s Capital Market Assumptions, Invesco Vision is able to:
- Develop consistent return estimates for thousands of assets and funds including private investments in a number of currencies
- Model liabilities, in both nominal and real terms
- Develop risk and correlation estimates
- Incorporate regulatory risk model such as Solvency II
Portfolio optimisation
Objectives and preferences can vary widely from one investor to another. These can be benchmark relative, liability relative or focused on absolute risk, return or diversification targets. In any case, Invesco Vision can address the main challenges of portfolio construction, understanding and choosing acceptable risk-and-return trade-offs, with a variety of portfolio optimisation methods including:-
- Absolute vs relative risk
- Mean Variance Optimisation vs Robust optimisation
- Multi-Period Optimisation
- Cashflow / Liability Matching
- Regulatory concerns such as Solvency ll capital requirements
Portfolio analytics
Whether we are creating a new portfolio or evaluating an existing allocation, gaining a better understanding of the specific risk exposures presented can help inform allocation decisions. Invesco Vision includes the following key analytical tools for portfolio evaluation:-
- Identify underlying portfolio risk factor exposures
- Stress test portfolios based on hypothetical and historical scenarios
- Evaluate ESG considerations
Frequently asked questions
Invesco’s Client Investment Solutions team are a global group of multi-asset investment professionals serving a wide range of clients, from pension funds and insurers to wealth, advice firms and banks.
Utilising the entire breadth of Invesco’s capabilities, our team can address a range of outcomes from diversifying exposures to whole portfolio solutions through funds, model portfolios and customised accounts.
Working as an extension of your team, our approach starts with a complete understanding of your needs:
- We help support better investment outcomes by delivering insightful and thorough analytics
- By putting analytics into practice, we develop investment approaches specific to your goals
- We work as an extension of your team to engage across functions and implement solutions
Portfolio consultations are designed for investors that want to better understand the risk and return profiles of their portfolios and ensure that intentions align with objectives. Our MSCI powered analytics and unique tactical investment framework can provide your team with new perspectives on how you are positioning your portfolios.
Our enhanced asset allocation focused services perform portfolio optimisations which support you in understanding several key questions:
- How your portfolio is expected to perform relative to your investment objectives and benchmark
- How your current asset allocation can potentially be further optimised
- How you can potentially achieve greater diversification within your portfolio
- What is the potential impact of incorporating new asset classes to your portfolio
Our portfolio evaluation focused services take an even deeper dive to deliver comprehensive risk diagnostics, stress testing, and factor analysis to help you identify risk factor exposures and portfolio tilts driving returns.
Yes. They are an extension of your team for ongoing portfolio reviews and thought leadership for future asset allocation guidance.
A Custom Portfolio Analysis provides expert insights, risk diagnostics, and benchmarking to your current portfolio.
Custom Model Portfolios, on the other hand, involve AUM minimums and outsourcing portfolio management while still allowing clients to develop customised solutions that are co-developed with Invesco.
If either of these services are of interest, either in isolation or as a holistic package, please reach out to your local Invesco representative
Vision case studies*
Invesco Solutions
With one of the most comprehensive range of capabilities in the industry, our global team of specialists develop outcome-based customised solutions to help achieve investors’ goals.
From robust research and analysis to bespoke investment solutions, our team brings insight and innovation to each client’s portfolio construction process. Our approach starts with a complete understanding of your needs, develop investment approaches specific to your needs while working as an extension of your team.
Learn more about Invesco Solutions
Schedule an Invesco Vision demo
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