Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
Capabilities
Multi-Asset Solutions
By incorporating equities, fixed income, cash, and alternative asset classes, our multi-asset solutions are designed to solve the most complex challenges.
Solutions for a range of targeted outcomes
Invesco delivers multi-asset strategies and expertise to help empower financial professionals to navigate market shifts, manage risk, uncover opportunities, and build sophisticated portfolios for their clients.
Custom model portfolios
Turn our expertise into your edge with co-branded, co-developed customizable model portfolios supported by an ongoing, full-service partnership.
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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.
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Portfolio consultations
Elevate your investment process and partner with Invesco’s Portfolio Advisory Team to access industry-leading analytics for a portfolio consultation.
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Invesco’s models and portfolio consultation services 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.
Multi-asset products
Ticker |
Fund name |
Vehicle |
Category |
Download |
|---|---|---|---|---|
Mutual fund |
Risk-balanced |
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Mutual fund |
US balanced |
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Mutual fund |
Global balanced |
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Mutual fund |
Global balanced |
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Mutual fund |
Multi-alternative |
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Mutual fund |
Global macro |
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Mutual fund |
Target risk |
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Mutual fund |
Target risk |
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Mutual fund |
Target risk |
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| OYMIX | Mutual fund |
Target risk |
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Mutual fund |
Target risk |
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Mutual fund |
Target risk |
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ETF |
Target risk |
Frequently asked questions
Multi-asset funds provide exposure to a diverse mix of asset classes – including stocks, bonds, cash, and alternatives – in a single investment portfolio. Managers often target specific outcomes or goals such as a particular level of return, less volatility, less risk, income, or more diversification.
Diversification is one of the key benefits of multi-asset funds. When a portfolio is exclusively invested in one asset class, it becomes vulnerable to downturns affecting that asset class. Multi-asset funds seek to increase portfolio diversification by allocating investments among several classes. This may help reduce risk and volatility compared to single asset class options.
Financial professionals may choose multi-asset funds for their clients for a variety of reasons. Accessing multiple asset classes through one fund can be more efficient, simpler, and more likely to avoid overlapping exposures than accessing the same collection of asset classes through separate investments.
Investors can access multi-asset strategies through mutual funds, exchange-traded funds (ETFs), and model portfolios.
Portfolio construction insights
Capital Market Assumptions 2025
Invesco's capital market assumptions offer a comprehensive long-term view on asset class returns, risks, and correlations, informing investment decisions.
Tactical Asset Allocation
Stocks have been resilient, but tariffs are clouding the outlook. In June, we're still defensive, favoring bonds and quality US stocks, but reducing international exposure.
