Invesco Cornerstone Series: Total Beta Tax Aware SMA

Invesco Cornerstone Series: Total Beta Tax Aware 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, through strategic asset class allocations. The portfolio offers broad diversification across asset and sub-asset classes and investment factors. It also provides a cost-conscious solution with low-cost exchange-traded funds, and fewer holdings with lower turnover, as well as exposure to tax-exempt income with high credit quality.

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

Learn more