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 efficient, rigorously crafted solutions for a multitude of objectives.
Model adoption allows you to free up capacity to grow your practice while spending your valuable time deepening client relationships.
Deploy strategies built by our portfolio construction and manager selection experts.
Gain capital market perspectives and practice management tips with support from our team of consultants.
These models are core solutions designed for investors seeking diversified portfolios that aim to outperform their benchmarks throughout a full market cycle. Each target risk model offers broad diversification across investment styles and asset classes, providing cost-efficient solutions for clients. Using the same portfolio construction techniques as those used for our most sophisticated institutional investors, these models cater to various risk profiles and return objectives, all within established target risk levels.1
Model series |
Underlying funds² |
# of risk levels¹ |
Expense ratio range³ |
Investment |
Special |
Inception |
|---|---|---|---|---|---|---|
ETF and mutual fund |
5 |
0.28 – 0.37% |
Passive, Active, Factor |
|
10/1/2018 |
|
| Dynamic ETF | ETF |
11 | 0.17 – 0.22% | Passive, Active, Factor | 10/1/2017 | |
| Strategic ETF | ETF | 11 |
0.17 – 0.24% | Passive, Active, Factor | 10/1/2017 | |
| Strategic ETF Tax-Aware | ETF | 9 | 0.13 – 0.26% | Passive, Active, Factor | Tax aware | 10/1/2017 |
| Strategic Focused ETF | ETF | 4 | 0.22 – 0.24% | Passive, Active, Factor | 10/1/2017 | |
Mutual fund |
5 |
0.51 – 0.71% |
Active |
|
10/1/2018 |
|
| Strategic Active/Passive Tax-Aware | ETF and mutual fund | 5 | 0.40 – 0.58% | Passive, Active, Factor | Tax aware | 10/1/2017 |
These models are designed for investors seeking to complement their existing core portfolio by adding specific exposures that are crafted for precise objectives.
Model series |
Description |
Underlying funds¹ |
# of maturity bands/ styles² |
Expense ratio range³ |
Investment style⁴ |
Asset class exposure⁵ |
Inception date⁶ |
|---|---|---|---|---|---|---|---|
Laddered bond models that seek to generate income and manage interest rate risk. |
ETF |
4 |
0.10% |
Passive |
Laddered corporate bond ETFs |
1/1/2020 |
|
| Bulletshares High Yield Corporate | Laddered high yield bond models that seek to generate income and manage interest rate risk. | ETF | 3 | 0.41% | Passive | Laddered high yield corporate bond ETFs | 6/28/2024 |
Laddered bond models that seek to generate tax-free income. |
ETF |
4 |
0.18% |
Passive |
Laddered municipal bond ETFs |
1/1/2020 |
|
Designed to help offset US home-country bias. |
ETF and mutual fund |
2 |
0.63 – 0.66% |
Active, Passive |
Developed non-US and emerging markets |
5/1/2018 |
|
Seeks to outperform by dynamically allocating to various factors depending on the market regime. |
ETF |
1 |
0.18% |
Factor |
US equity factors |
2/28/2018 |
The Model Practice
Might model portfolios be a good fit for your practice? Help optimize your portfolios, enhance your business, and connect with your clients using the expertise of Invesco.
Model portfolios advisor guide
By choosing our model capabilities we can offer more than just investment solutions. To learn more about all the benefits of partnering with our team please read the full capabilities brochure.
Introducing clients to model portfolios
Use this piece to introduce the concept of model portfolios in conjunction with fact sheets, commentaries, and trade rationales for the specific model portfolio you’ve chosen for your client.
Dynamic model portfolios whitepaper
Log in for more in-depth information about the Invesco Solutions investment process that blends strategic and tactical asset allocation strategies to create dynamic portfolios.
Learn more about how our investment team approaches model portfolio construction and the opportunities they are seeing today.
With uncertainty about the tariff impact, we’re staying defensive in May, favoring bonds and low volatility and quality US stocks in our portfolio positioning.
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Invesco does not offer tax advice. Investors should consult their own tax professionals for information regarding their own tax situations.
Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index-based methodology that seeks to outperform a benchmark or reduce portfolio risk, or both in active or passive vehicles. Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss.
The Invesco models are overseen by the Invesco Solutions team. The team is a part of Invesco Advisers, Inc., an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. It is an indirect, wholly owned subsidiary of Invesco Ltd.
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