Invesco Pinnacle Series: Smart Beta Plus SMA

Invesco Pinnacle Series: Smart Beta Plus SMA

Asset allocation - Multi-asset

At a glance

Objective

Seeks to maintain target risk levels while seeking to achieve higher risk-adjusted returns


Universe
  • Multi-asset and multi-factor equity and fixed income exchange-traded funds.

Team
  • Deep experience in quantitative and fundamental skill sets
  • Independent experts focused on evaluating capabilities across investment centers
  • Dedicated team with more than a decade of industry experience on average

Philosophy

The portfolio seeks to achieve higher risk-adjusted returns within predefined levels of risk, over a full market cycle, by accessing strategic asset class allocations mainly through cost-effective exchange-traded funds. The portfolio offers broad diversification across investment factors, and asset and sub-asset classes, including alternatives. It is also designed to deliver increased investment flexibility and customization to achieve specific investor outcomes.

Process

Leveraging our expertise in research, asset allocation and portfolio construction to create a more efficient, scalable investment experience.

Comprehensive research
  • Quantitative focus supported by qualitative inputs
Asset allocation
  • Based on proprietary 10-year capital market assumptions
Manager selection
  • Evaluated with comprehensive qualitative and quantitative metrics
Portfolio construction
  • Seeking diversification with a risk-aware approach

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