Global strength
Access the resources and proprietary credit research of Invesco's $350 billion+ global fixed income platform.
Specialized expertise
Enhance your after-tax returns with carefully monitored portfolios built using highly active, ongoing tax optimization.
Customized solutions
Tailor your portfolio to express your views, values, tax situation, and liquidity needs.
Fixed income for every possibility
These two featured SMAs offer targeted active management and the ability to customize to reflect clients' views, values tax, situation and liquidity needs in a cost efficient manner.
Fact sheet Tax-Aware Intermediate Term
Our custom SMA offerings
Our separately managed accounts can be customized to meet investors’ specific objectives in terms of tax exposure, risk tolerance, liquidity needs, and values alignment. Explore the customization options available for each of our fixed income strategies.
Strategy |
Tax profile of typical clients |
Duration options |
Overlay options |
Sectors permitted |
Fact sheets |
---|---|---|---|---|---|
Tax-Free |
High federal tax brackets |
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Tax-exempt municipals |
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Tax-Aware |
Mid-level federal tax brackets and reside in states with no or low income taxes |
|
|
Tax-exempt and taxable municipals, corporates, treasuries, agencies, agency mortgage-backed securities |
|
Investment Grade Govt-Credit |
Low federal tax brackets or for use in tax-advantaged accounts |
|
|
Treasuries, agencies, corporates, agency mortgage-backed securities, taxable municipals |
|
Investment Grade Taxable |
Low federal tax brackets or for use in tax-advantaged accounts |
|
|
Corporates, taxable municipals |
|
Investment Grade Floating Rate Bond |
All tax brackets |
|
N/A |
Corporate floating rate notes and preferred securities |
|
Corporate Bond |
All tax brackets |
|
N/A |
Corporates |
Fixed income insights
Our senior portfolio managers weigh in on the forces shaping global fixed income markets.
Investment-Grade Gov’t Credit
Investment Grade Floating Rate Bond
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.
EQUITY SMAS Bring customization to your equity portfolios
Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.
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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.