Fact sheet
Invesco QQQ™ Tax-Optimized SMA
Inception Date: 12/31/2023
CUSTOM SMAS BY INVESCO
Equity SMAs
Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.
Tax optimization
Continuously harvest losses, defer gains, and implement other techniques to enhance your after-tax returns.
Customization
Tailor your portfolio to reflect your values and your views on sectors, factors, or other criteria.
Investment access
Build equity portfolios using the investment ideas and strategies of one of the world’s largest asset management firms.
Fully customized, tax-optimized SMAs
We build customized separately managed accounts that seek to deliver tax alpha using a highly systematic, quantitative research-driven investment process via a state-of-the-art portfolio management platform.
Strategy |
Description |
Fact sheets |
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|---|---|---|---|
| Invesco Enhanced Tax-Optimized Large Cap Equity SMA | US large-cap common-stock portfolio with long/short exposure and a custom tax-management overlay. | Download | |
| Invesco Tax-Optimized Total Market Equity SMA | All-cap US equity portfolio with long-only exposure and a custom tax-management overlay. | Download |
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| Invesco Tax-Optimized Large Cap Equity SMA | US large-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | ||
| Invesco Tax-Optimized ESG Large Cap Equity SMA | ESG-focused US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | ||
| Invesco Tax-Optimized Large Cap Growth Equity SMA | Growth oriented US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | ||
| Invesco Tax-Optimized International Developed Markets ADR SMA | Large and mid-cap international developed markets portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | ||
| Invesco Tax-Optimized Broad International ADR SMA | Large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | ||
| Invesco Tax-Optimized ESG International Developed Markets ADR SMA | ESG-focused large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. |
Fundamental active SMAs
Access Invesco’s fundamental active equity strategies while still benefitting from more streamlined levels of customization.
International and Global Equity
Explore our SMA solutions
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create customized, tax-smart portfolios for any goal.
CUSTOM SMAS BY INVESCO
Unlock the power of personalization
Custom SMAs by Invesco help you build tailored, tax-smart portfolios across asset classes.
FIXED INCOME SMAS
Build customized bond portfolios
Create tax-smart fixed income portfolios that align with your values and unique cash-flow and diversification goals.
Start the conversation
Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
