The Business of Retirement

Think Active Can't Outerperform? Think Again.

What we do

The focus of the Invesco defined contribution investments only (DCIO) team is simple. We understand and help top DC advisors, consultants, RIAs and platform partners with their business – The Business of Retirement.

Why do top advisors work with Invesco? Because our goal is to help them:

  • Acquire new clients.
  • Maintain their book of business.
  • Expand their business.

This is done through four key areas. Click through the tabs below to see how Invesco can help.

Strengthen Your Client Communication

Did you know?

  • 92% of investors would likely add money with advisors who provide excellent investment performance and excellent communication.1
  • Nearly half of the investors surveyed want to connect with their advisors on social media but cannot find them (or conclude their advisors are not on social media).2
  • 33% of email recipients open emails based on subject line alone.3

Invesco Consulting4

With Invesco's creative sales consulting programs, grounded in original research, you can enhance client communication by learning how to say things the way clients want to hear them.

Digital Communication

Developing a strong digital strategy can potentially enhance your retirement business, so it's important to know how to effectively use social media and email.

1 Source: Prince & Associate, April 2013 Survey of 214 Affluent investors. Invesco Distributors, Inc. is not affiliated with Prince & Associates.

2 Source: "What do investors want from advisors on social media?" Finect, 232 respondents, March 2014.

3 Source: Convince & Convert 2008-2015

4 Source: Invesco Consulting programs are for illustrative, informational and educational purposes only. We make no guarantee that participation in these programs or utilization of any of their content will result in increased business. These programs do not constitute a recommendation of the suitability of any investment strategy for a particular investor.

The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

Your Strategic Business Resources

Invesco's extensive collection of retirement resources offers you multiple value-first features related to plan feature and fee benchmarking, evaluation of stable value funds and investment review, as well as convenient, easy-to-use calculators.

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Enhance Your Client Education

Access numerous educational pieces to help your clients understand basic to advanced investment topics.

Participant Education

Helping educate employees can be difficult. Invesco wants to be sure you have the right materials on the right topics when you need them. Access a series of helpful materials that cover:

  • Investment basics
  • Building knowledge
  • Investing - a deeper dive
  • Presentations

Advance Your Knowledge

Educate yourself and strengthen relationships with current and prospective clients. Share our timely, informative Insights and blog posts from investment professionals and thought leaders, including Invesco's retirement experts Thomas Rowley, director of Retirement Business Strategy; Jon Vogler, senior analyst, Retirement Research; and Jeffrey Hemker, national sales manager, Retirement Division.

Invesco Blog

Invesco's Intentional Investing Forum Blog provides you access to an informative series of retirement blogs and much more. Interact with our retirement experts, portfolio managers, market strategists and economists.

Insights

Read market insights and commentary from our experienced investment professionals. Insights on topics including:

  • Retirement
  • Investments
  • Market & Economic

Continuing Education

One of the best investments you can make is in your own professional development. If you've earned a financial industry designation, you know it's an excellent way to broaden your expertise, keep up with the latest developments in your field and increase your credibility as a financial professional. Invesco offers live, informative sessions that will provide the CE credit you need and send proof of your earned credit to accrediting organizations.