CUSTOM SMAS BY INVESCO

Fixed income SMAs

Unlock the power of personalization for your bond investments

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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. 

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
  • Enhanced cash
  • Short
  • Limited
  • Intermediate
  • General impact
  • Environmental issues
  • Gender equity
  • Faith-driven

Tax-exempt municipals

Fact sheets

Tax-Aware

Mid-level federal tax brackets and reside in states with no or low income taxes
  • Enhanced cash
  • Short
  • Limited
  • Intermediate
  • General impact
  • Environmental issues
  • Gender equity
  • Faith-driven

Tax-exempt and taxable municipals, corporates, treasuries, agencies, agency mortgage-backed securities

Fact sheets

Investment Grade Govt-Credit

Low federal tax brackets or for use in tax-advantaged accounts
  • Enhanced cash
  • Short
  • Intermediate
  • Long

 
  • General impact
  • Environmental issues
  • Gender equity
  • Faith-driven

Treasuries, agencies, corporates, agency mortgage-backed securities, taxable municipals

Fact sheets

Investment Grade Taxable

Low federal tax brackets or for use in tax-advantaged accounts
  • Enhanced cash
  • Short
  • Intermediate
  • Long
  • General impact
  • Environmental issues
  • Gender equity
  • Faith-driven

Corporates, taxable municipals

Fact sheets

Investment Grade Floating Rate Bond

All tax brackets
  • Ultrashort

       N/A

Corporate floating rate notes and preferred securities

Fact sheets

Corporate Bond

All tax brackets
  • Intermediate
  • Core

       N/A

Corporates

Fact sheets

Fixed income insights

Our senior portfolio managers weigh in on the forces shaping global fixed income markets.

 

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.

Explore our SMA platform

EQUITY SMAS Bring customization to your equity portfolios

Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.

Explore our equity SMAs
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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.

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