Model portfolios
Invesco model portfolios are crafted to support your practice and enhance client outcomes, whether you prefer a standardized or customized approach.
MODEL PORTFOLIOS
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 efficient, rigorously crafted solutions for a multitude of objectives.
Scale your team
Model adoption allows you to free up capacity to grow your practice while spending your valuable time deepening client relationships.
Tap our expertise
Deploy strategies built by our portfolio construction and manager selection experts.
Access our insights
Gain capital market perspectives and practice management tips with support from our team of consultants.
Explore our models
These core solutions are designed for investors seeking diversified portfolios that aim to outperform benchmarks throughout a full market cycle. Each target risk model offers broad diversification across investment styles and asset classes, providing cost-efficient solutions. 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 within established target risk levels.1
Model series |
Underlying funds² |
# of risk levels¹ |
Expense ratio range³ |
Investment |
Special |
Inception |
|---|---|---|---|---|---|---|
ETF and mutual fund |
5 |
0.26 – 0.38% |
Passive, Active, Factor |
— |
10/1/2018 |
|
| Dynamic ETF | ETF |
11 | 0.18 – 0.25% | Passive, Active, Factor | — | 10/1/2017 |
| Strategic ETF | ETF | 11 |
0.17 – 0.26% | Passive, Active, Factor | — | 10/1/2017 |
| Strategic ETF Tax-Aware | ETF | 9 | 0.14 – 0.27% | Passive, Active, Factor | Tax aware | 10/1/2017 |
| Strategic Focused ETF | ETF | 4 | 0.27 – 0.29% | Passive, Active, Factor | — | 10/1/2017 |
Mutual fund |
5 |
0.58 – 0.75% |
Active |
— |
10/1/2018 |
|
| Strategic Active/Passive Tax-Aware | ETF and mutual fund | 5 | 0.39 – 0.63% | Passive, Active, Factor | Tax aware | 10/1/2017 |
Definitions
- Risk level: Each target-risk model series includes between four and 11 levels of risk and is tailored for a specific objective, from capital preservation and income to aggressive growth.
- Underlying funds: Our models use mutual funds, exchange-traded funds (ETFs), or a combination (hybrid). We determine the most efficient mix of fund types for each objective.
- Weighted average expenses: This is the range of operational expenses of the underlying holdings for each of the model series, as of March 31, 2025.
- Investment style: Our models use funds that seek to match the benchmark returns (passive), beat the benchmark (active), or provide exposure to smart beta or other factors — or a combination of these investment styles.
- Special objectives: Several of our models are tailored for specific objectives, such as favoring companies with higher environmental, social, and governance (ESG) scores or seeking to minimize capital gains and other taxable income.
- Inception date: This is the starting date for the model series and its performance.
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 |
0.59 – 0.62% |
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 |
Definitions
- Underlying funds: Our models use mutual funds, exchange-traded funds (ETFs), or a combination (hybrid). We determine the most efficient mix of fund types for each objective.
- Maturity band/style: Each completion models series includes between one and four maturity bands or styles. BulletShares series are based on the maturity dates 0-3 years, 0-5 years, 0-7 years and 0-10 years. The International Diversification and the Dynamic U.S. Factor Rotation series are managed according to specific investment styles.
- Weighted average expenses: This is the range of operational expenses of the underlying holdings for each of the model series, as of 12/31/24.
- Investment style: Our models use funds that seek to match the benchmark returns (passive), beat the benchmark (active), or provide exposure to smart beta or other factors — or a combination of these investment styles.
- Asset class exposure: These are the asset classes or types of investments used in each series to meet its specific objective.
- Inception date: This is the starting date for the model series and its performance.
Explore more from Invesco
Custom model portfolios
Turn our expertise into your edge with co-branded, co-developed customizable model portfolios supported by an ongoing, full-service partnership.
Portfolio consultations
Elevate your investment process and partner with Invesco’s Portfolio Advisory Team to access industry-leading analytics for a portfolio consultation.
Get model portfolio insights
Provide your contact information to get our latest perspectives on the markets and model portfolio allocations delivered right to your inbox.
