Investment approach
Capital preservation for retirement plans
This strategy offers daily liquidity and competitive returns through a diversified portfolio of investment-grade fixed and floating-rate securities, supported by individually negotiated wrap contracts.
Multi-manager, multi-issuer approach
Our Stable Value strategy uses proprietary commingled fixed income funds and external subadvisors, typically featuring five managers and six to nine high-quality wrap providers.
Actively managed for evolving markets
A 32-member team brings deep expertise across portfolio management, wrap negotiations, credit research, and client service. Our flexible platform supports pooled and separate accounts.
As of June 30, 2025
Benchmark
Bloomberg US Treasury Bellwether 3-Month Index
Total composite assets
$65.5 billion as of 06/30/2025
Inception
03/30/1988
Investment philosophy
We believe stable value can provide attractive returns relative to other capital preservation options by combining high-quality, intermediate-duration fixed income with responsive wrap contracts. Our philosophy emphasizes diversification and is grounded in our conviction that a proactive, transparent, and risk-aware approach leads to better participant outcomes.
Invesco’s Stable Value investment team
Why Invesco for Fixed Income?
Delivering strong active capabilities across an opportunity set that spans various sectors and credit qualities.
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