Article Monthly market review and outlook
Catch up with Ben Gutteridge, covering last month’s major market events, as well as an update on our MPS strategy and positioning.
Invesco
Invesco Model Portfolio Service
Introducing our advisory MPS. A more cost-effective way to outsource that enables you to maintain control over your clients’ portfolios. Get back more time to focus on the things that matter most and unlock the expertise of the Invesco Investment Solutions team.
A quick introduction
You can find out more about our Model Portfolio Service below or, if you prefer, you can watch the replay of our introductory webinar, where we provide an overview of this exciting investment solution and how you can benefit from its key features.
Watch now
Flexibility and choice
With nine risk-targeted models for growth and three for income – all rated by EV, Synaptic, FinaMetrica and Defaqto and available on 7iM, AJ Bell, Aviva, Elevate, Fidelity, Novia, Quilter, Standard Life, Transact – our model range supports a variety of client needs and outcomes.
Chris Hall, CMH FinancialIt will allow me to streamline my business and make things tighter from a regulatory standpoint.
Costs and charges
No ongoing MPS charge. Unlimited firm access for one fixed monthly fee. Trial for free. Cancel at any time.
We’ve done away with MPS charges for our advisory models, so your clients only pay the OCFs of the underlying funds, the relevant platform charge and your advice fee.
Instead, your firm pays a maximum monthly subscription of £70 + VAT for complete access to our models, research and ongoing support.
Meet the team
Benefit from the proven expertise in research, strategic asset allocation and model construction of the Invesco Investment Solutions team.
The team also provide ongoing support in the form of market and model updates, through industry-renowned market commentator Ben Gutteridge, to help with those all-important client communications.
Invesco investment process
Key stats
£62bn+
Assets under management
70+
Investment professionals
13
Years of average investment experience
Get started
It’s easy to get started using Basecamp, our model management tool.
Follow the simple steps below or download our brochure for further information about the service and available models.
1
Choose your preferred models, based on platform, risk rater and objective
2
Create a free account to access supporting documents to help with your decision process
3
Unlock access to the service through a low-cost monthly subscription
4
Download the model data and get set up on your preferred platform
intelliflo user?
Benefit from intelliflo office integration by downloading the Invesco app.
Support
Explore the additional resources provided by the team to support you – from market insights to portfolio updates and reports.
Insights
Webinar Webinar replay: Make outsourcing easier
To find out how you can benefit from our advisory MPS, watch our recent webinar for a full overview.
Documents
To help with due diligence and your decision-making process, as well as supporting the ongoing use of our MPS, the below documents are available on Basecamp.
MPS brochure
Explore the service and models we offer in further detail.
Regulatory guide
Our regulatory guide covers some of the regulatory considerations you’ll need to take into account when switching to our service.
Quarterly market and portfolio report
Access a detailed quarterly assessment of our models, including performance and market commentary.
Risk rating matrix
Look at the current risk ratings of our models from EV, Synaptic, FinaMetrica and Defaqto.
Factsheets
Access factsheets for all 12 of the models, providing detailed information on asset allocation and investment objectives, updated on a monthly basis.
Model update reports
Reports and cover letters providing information on any required model updates.
Fund suitability notes
Short documents justifying the inclusion of the funds used in the models.
Client suitability template
Our client suitability template helps you get up and running quickly.
Client communication template
Our client communication template helps provide you with a starting point for explaining your switch recommendation to your clients.
FAQ
Answers to all of the frequently asked questions about getting started and using our MPS.
DDQ
Use our DDQ document to help support your due diligence process, helping with those more intricate details.
Speak to our team
If you have any questions or would like to discuss our Model Portfolio Service in further detail, fill in the form to speak to our dedicated team.
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 sourced from Invesco and correct as at 30 June 2023.
Views and opinions are based on current market conditions and are subject to change.
