Multi-asset solutions Portfolio consultations
Elevate your investment process and partner with Invesco’s Portfolio Advisory Team to access industry-leading analytics for a portfolio consultation.
Why partner with us Seasoned professionals and portfolio analytics at your fingertips
Take control of your portfolio with data-driven insights and expert guidance. Whether you need a one-time diagnostic or ongoing portfolio insights, we tailor our consultations to fit your practice.
Hands-on portfolio consultations
Objective conversations designed to help you manage risk, identify opportunities, and uncover unintended portfolio exposures for your clients.
Peer benchmarking and risk diagnostics
Compare your portfolios against 2,000+ portfolios to see how you stack up against your peers and review proposal changes in real time.
Dedicated team of investment specialists
Practitioner-to-practitioner discussions with our team of portfolio consultants – supported by a $216.6B multi-asset investment center.1
Invesco Vision analytics tool
Our proprietary research and analytics platform, Invesco Vision, is used in portfolio reviews to provide advanced quantitative analysis, risk modeling, and stress testing. This helps identify opportunities and manage risk effectively.
Frequently asked questions
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Neil Patel
Senior Portfolio Advisory Consultant
CFA®, CAIA® -
Jon Salett
Senior Portfolio Advisory Consultant
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Kima McCoy
Portfolio Advisory Consultant
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Sonia Dobosz
Portfolio Advisory Consultant
CFA® -
Joshua Lee
Senior Portfolio Advisory Consultant
CFA®
Portfolio consultations are designed for advisors that want to better understand the risk and return profiles of their portfolios and ensure that intentions align with objectives. Our MSCI powered analytics and unique tactical investment framework can provide your team with new perspectives on how you are positioning your portfolios.
Our consultations deliver comprehensive risk diagnostics, stress testing, and factor analysis to help you identify hidden risks. Invesco Vision will also allow you to see how stack up against your peers and preferred benchmarks.
Yes. They are an extension of your practice for ongoing portfolio reviews and thought leadership for future asset allocation guidance.
A Custom Portfolio Analysis provides expert insights, risk diagnostics, and benchmarking to your standard 60/40 model (additional models can be reviewed as well). Custom Model Portfolios, on the other hand, involve AUM minimums and outsourcing portfolio management while still allowing advisors to develop customized solutions that are co-developed with Invesco.
Discover more from Invesco
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Multi-Asset Solutions
Combining investments across equity, fixed income, and alternative asset classes to develop balanced and multi-asset strategies. -
Custom model portfolios
Turn our expertise into your edge with co-branded, co-developed customizable model portfolios supported by an ongoing, full-service partnership. -
Prebuilt model portfolios
Whether you’re seeking to build a core portfolio for a targeted level of risk or complement your core with specific exposures, we offer a range of solutions.
Transcript: Show transcript
Financial advisors are frequently sharing with us that portfolio management is becoming increasingly challenging as markets grow more complex.
That is why Invesco Solutions developed Invesco Vision - a research and analytics platform designed to support advisors in making better-informed investment decisions that align with their objectives.
Through Invesco Vision, our team of Portfolio Advisory Consultants will present a one on one custom portfolio analysis that will:
drill down into your equity sector exposures to help you better understand where active tilts are in the portfolio offer access to our proprietary Capital market assumptions and overlay them to understand various risk and return objectives across an efficient frontier
Stress test portfolios based on hypothetical and historical scenarios, toggle portfolio weights, and visualize the expected impact of proposed allocation changes
Evaluate ESG considerations and compare your factor positioning to our monthly tactical asset allocation framework
Our Portfolio Advisory Consultants will work as an extension of your team to offer insight and direction to your overall portfolio construction process. Contact your Senior Advisor Consultant to set up a 1 on 1 consultation with one of our investment professionals.
