Rethink your portfolio for what comes next
In 2023, investors flocked to cash for attractive yields and a refuge from narrow market performance. The environment is changing. We believe it may be time for cash-heavy portfolios to change too. That calls for courage, not complacency, to help ensure your clients' portfolios keep up.
Break your concentration
Yesterday's market returns were driven by a handful of names. The tide may be turning. Rethink your equity exposure with smart beta funds like OMFL and RSP to help ensure you aren't underinvested in tomorrow's biggest opportunities.
ETF | US EQUITY
Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
Allocates among five factors - value, momentum, quality, low volatility, and size - based on economic and market conditions.
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ETF | US EQUITY
Invesco S&P 500 Equal Weight ETF (RSP)
Takes the concentration risk out of the S&P 500 by rebalancing quarterly to maintain an equal weight to each stock in the index.
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Lock in yields
Rate cuts are expected in 2024. Help long-term investors lock in today's yields before they fall by increasing duration through key fixed income strategies - like ORNYX and GTO.
MUTUAL FUND | US FIXED INCOME
Invesco Rochester Municipal Opportunities Fund (ORNYX)
Seeks to offer fixed income investors highly attractive levels of tax-free income over the long term.
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ETF | US FIXED INCOME
Invesco Total Return Bond ETF (GTO)
Dynamically allocates across market, interest rate, and credit cycle environments, while managing risk.
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Stand out with clients
The 2024 election will likely prompt some clients to worry about their investments. Use our research and expert insight to reassure them. It’s also an opportunity to connect with prospects. Learn how to position yourself as a key resource to prospects with our proprietary program about building strategic partnerships and referrals with centers of influence like attorneys and accountants.
Tools and resources from Invesco Total CX
Clients need more from their financial professionals than ever before, and if they feel something's missing from their client experience, they'll look for it elsewhere. Invesco Total CX- the Total Client Experience is a platform of resources and tools designed to help you connect with your clients, enhance your business, and optimize your portfolios.
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In general, equity values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic, and political conditions.
Fixed income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer’s credit rating.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
ETF Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those Shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 10,000, 50,000, 80,000, 100,000 or 150,000 Shares.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
Duration is a measure of the sensitivity of the price (the value of principal) of a fixed income investment to a change in interest rates. Duration is expressed as a number of years.
