Equities Systematic equities

Our Invesco Quantitative Strategies (IQS) team uses cutting edge technologies and data driven insights to find the latest investment opportunities for clients.
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Systematic equities

Why partner with us A smarter way to approach systematic equities

Invesco’s Quantitative Strategies team combines global expertise with a collaborative approach to deliver systematic equity solutions. With decades of experience and advanced research capabilities, we focus on innovative portfolio construction and multi-factor strategies designed to help clients achieve consistent, risk-adjusted outcomes.

Multi-factor approach

Proprietary factors—value, momentum, and quality—drive disciplined strategies. This research-based process has delivered robust, risk-aware portfolios designed to outperform across diverse market conditions.

Flexible implementation

Our strategies span mutual funds, segregated mandates, ETFs, and index structures. This flexibility ensures clients access solutions tailored to their objectives and operational needs.

Collaborative expertise

With 50 professionals worldwide, we share insights across asset classes and maintain strong academic ties. This culture fosters innovation and customization for client-specific goals.

$40B+ In client assets

We manage US$40B+ and customise strategies to our individual client needs. 1

50 Investment professionals

Deep and experienced team of 50 investment professionals. 1

40+ yrs Of systematic equity investing

We have been managing systematic equities for more than 40 years. 1

What we offer Featured funds

Frequently asked questions

The idea of systematic or quantitative investing comes from the insight that emotions can hinder success in investing. Systematic strategies look for evidence about certain characteristics of securities which explain part of their risk or returns, so-called factors.

In a systematic approach, investment portfolios are constructed by analysing a big variety of data to understand economic and company trends.

Data can come from fundamental data on companies such as balance sheet items, price signals or alternative data sources such as credit card data, NLP analysis of earnings calls or even the coverage of analysts.

These insights can be used to construct portfolios based on client needs and risk profiles in both active mutual funds and ETFs.

A factor is a quantifiable characteristic of a stock. A multi-factor investment approach invests in a group of stocks with similar characteristics. For example, this could be low P/E ratios, low volatility, high dividend yields or low market capitalisation.

Our team focuses on the factors - value, momentum and quality. In the value factor, we examine stocks are examined that have attractive valuations. Momentum looks at the price and or earnings dynamics of a stock. In the quality factor, we examine the balance sheet strength, management and profitability of a company.

The importance of portfolio construction is often underestimated even by experienced quantitative investors. People tend to focus on the data (the machine of your racing car) but this does not help if that car has no wheels. Portfolio construction is similar: our portfolio construction is designed to transfer as much of our research insights into the portfolios while focussing on strict risk controls and a state-of-the-art management of transaction costs.

Our investment process is highly flexible when it comes to tailoring to our investors need. A particular area of customisation is ESG integration. In addition to ESG expertise and an ability to handle huge amounts of data, ESG integration also ultimately comes down to portfolio construction.

We have developed a particularly smart two-step process to integrate ESG in a most transparent way. It allows for disentangling of ESG and return factors, helps ESG risk budgeting and enables precise attribution analysis. We integrate ESG in both a variety of standard funds as well as in segregated accounts with particular customisation.

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    • Footnotes

      1 As of 30 September 2025.

       

      Investment risks

      The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

       

      Important information

      All information is provided as at 30 September 2025, sourced from Invesco unless otherwise stated.

      This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change. For information on our funds and the relevant risks, refer to the Key Information Documents/Key Investor Information Documents (local languages) and Prospectus (English, French, German, Spanish, Italian), and the financial reports, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements. Not all share classes of this fund may be available for public sale in all jurisdictions and not all share classes are the same nor do they necessarily suit every investor.

    • EMEA5042879/2025