Portfolio Strategies

Consider the Alternatives

Alternatives span a diverse set of typically noncorrelated asset classes that may be used to help construct a more diversified portfolio. To determine how various types of alternatives may be most effectively used, Invesco offers a variety of strategies that seek to achieve five key investment objectives:

  • Inflation Hedge
  • Principal Preservation
  • Portfolio Diversification
  • Equity Diversification
  • Fixed Income Diversification

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Welcome to the Age of Income

Create your own investment mix by selecting income strategies from the income finder. Then use the personalized report with your clients.

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Smart Beta Portfolio Strategies

ETF Hypothetical Portfolios

Use our PowerShares ETF Strategic Balanced Portfolios as a template for building your own portfolios. These models are constructed based on a client's risk profile:

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Smart Beta Unit Trusts

Let us construct a portfolio for you: Invesco Unit Trusts offers three PowerShares Smart Beta Portfolios that are allocated among various smart beta ETFs.

  • Income
  • Growth and Income
  • Growth

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PowerShares Smart Beta Research Center

Education and implementation ideas from the experts at Invesco PowerShares.

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1 Source: Invesco, all data as of Dec. 31, 2015. Assets under management include private real estate, alternative credit, liquid inflation hedges, hedged and macro strategies, and private equity.

Diversification does not guarantee a profit or eliminate the risk of loss.

Correlation indicates the degree to which two investments have historically moved in the same direction and magnitude. A greater positive correlation (+1.00 maximum) means the two investments have behaved more similarly; a greater negative correlation (1.00 maximum) means the two have performed less similarly.

Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart Beta represents an alternative and selection index based methodology that seeks to outperform a benchmark or reduce portfolio risk, or both. Smart beta funds may underperform cap-weighted benchmarks and increase portfolio risk.