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Model Portfolio Literature

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Target Risk Models

Based on the long-term Capital Market Assumptions, the portfolios are designed using strategic long-term asset class allocations. With multiple risk levels in each suite, there are a range of potential solutions to suit an investor's risk profile and return objective.

ETF only

Pinnacle Total Beta Multi-manager 

 

Overview Flyer

Trade Rationale

Fact Sheets 

 

Pinnacle Total Beta 

 

Overview Flyer

Fact Sheets 

 

Pinnacle Total Beta Tax Aware  

 

Overview Flyer

Fact Sheets 

 

Pinnacle Smart Beta 

 

Overview Flyer

Fact Sheets 

Hybrid

Pinnacle Hybrid Plus Multi-Manager 

 

Overview Flyer

Trade Rationale

Commentary

Fact Sheets

Mutual fund only

Pinnacle Mutual Fund Plus 

 

Overview Flyer

Trade Rationale 

Completion Model

A series of models aimed to meet specific objectives within a portfolio, whether looking to eliminate home country bias, target a certain income or building a more dynamic core through factor rotation.

Laddered bond ETF models

Models designed to offer clients an effective and convenient way to portfolio laddering.

 

BulletShares Corporate Series 

 

Overview Flyer

Invesco BulletShares Corporate SMAs Fact Sheet

 

BulletShares Muni Series 

 

Overview Flyer

Invesco BulletShares Municipal SMAs Fact Sheet

 

Tactical US Equity

Model designed to create an effective, dynamic US core solution.

 

US Factor Rotation Model

 

Overview Flyer

International Sleeve

Model designed to eliminate home country bias by providing international exposure. 

 

International Diversification Blend

International Diversification Equity
Model Portfolio Literature
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Invesco Investment Solutions develops Capital Market Assumptions (CMAs) that provide long-term estimates for the behavior of major asset classes globally. The team is dedicated to designing outcome-oriented, multi-asset portfolios that meet the specific goals of investors.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE 

This information is intended for US residents.

All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments there are associated inherent risks. Please obtain and review all financial material carefully before investing.

The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial advisor/financial consultant before making any investment decisions.

Institutional Separate Accounts and Separately Managed Accounts are offered by Invesco Advisers, Inc. and other affiliated investment advisers, which provide investment advisory services and do not sell securities.

Certain other vehicles mentioned are not offered by Invesco Advisers, Inc., and are available via other affiliated entities which, like Invesco Advisers, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.

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