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Invesco ETF Portfolios

Strictly using exchange -traded funds (ETFs), Invesco ETF Portfolios provide low-cost access to markets around the world through a blend of passively managed strategies.

Key Information

Provide cost-efficient access to multi-asset investments

Seek diversification and higher risk-adjusted return relative to the market over a full cycle

Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team

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What makes Invesco ETF Portfolios different?

Chris Hamilton explains how Invesco ETF Portfolios were built with a risk-aware approach that helps provide cost-effective, diversified multi-asset exposure.

Duration: 4:43

Video transcript

  • Introduction to Invesco ETF Portfolios with Chris Hamilton

    Based on comprehensive research and innovative portfolio design, the Invesco ETF Portfolios were built by the Invesco Investment Solutions team with a risk-aware approach that help provide cost-effective, diversified access to five out-come oriented portfolios designed to meet changing objectives. Chris Hamilton is the Head of Portfolio Advisory in the Invesco Investment Solutions team.

    Describe the market environment that has led to the launch of Invesco ETF Portfolios as well as the asset allocation framework for these portfolios.

    Chris Hamilton: The investment landscape is becoming more complex; regulatory constraints, market volatility, the changes in ways advisors are thinking about their practices. This is where we see an opportunity for the Invesco ETF portfolios. We see demand for single ticket outcome-oriented solutions that are designed to help an advisor make their practice more efficient and more effective through implementation of diversified multi-asset portfolio that's designed to achieve an investment outcome for their clients. If you look at the underlying portfolios, you see a couple of themes; you'll see the implementation of ETFs. These are vehicles which have experienced exponential growth over the last decade and have become a fundamental building block of clients' portfolios. The second piece, professional asset allocation where we're taking our investment process using our longterm investment views and implementing an investment solution for clients that's designed to work for them over a long period of time from a strategic perspective. It's really the confluence of those two factors which really fuel and drive the Invesco ETF portfolios.

    Let’s talk more about Invesco ETF Portfolios – you employ this robust asset allocation framework, but what truly differentiates them?

    Chris Hamilton: It's really a couple of different factors. Piece one is the breadth and depth of the Invesco platform, expertise across active, across passive and across multiple asset classes. The second component of that is going to be the strength and depth of the Invesco Solutions team, 60 plus individuals who are working every day to build these portfolios and achieve investment outcomes for clients. We have professionals across multiple countries, across multiple continents, and it's really this set of intellectual capital and this diversity of thought that drives the Invesco ETF portfolios. Thinking about the investment process, there are a couple of key components. Our investment process is rooted in academic research and rigor, but it's complemented with very, very strong practitioner expertise. The senior leadership on our investment team has 15 plus years of experience at the firm. They've invested across multiple markets, and you complement that with the academic base for our approach, I think you achieve a very, very robust investment framework that really is geared towards achieving investors' outcomes.

    What does it mean for a product or an investment philosophy to be outcome oriented in nature?

    Chris Hamilton: An outcome oriented solution is focused on a particular investment outcome: growth, income or diversification. Traditionally, we thought about strategies in relation to benchmark. Are you beating a benchmark, are you not beating a benchmark? We think over a longterm cycle, it's important for investors to focus on outcomes versus simply measuring yourself versus the benchmark, so our investments are constructed with those end outcomes in mind. Are we focused on growth? Are we focused on income? Are we focused on diversification? Chances are we're probably focused on all three, and how do you balance those underlying outcomes to help an investor achieve a better outcome over a long period of time?

    Briefly discuss some of the support resources available to clients through Invesco Investment Solutions.

    Chris Hamilton: In addition to the strong intellectual capital we bring to the table with respectability in the portfolios, we also complement that with an array of services that are really meant to better partner with advisors, understand their practices, and understand their clients to make sure we're putting together the best solution for them possible. We partner with hundreds of advisors per year with respect to portfolio diagnostics and analytics. So essentially what that means is we can leverage the strength of our Invesco analytics platform to analyze portfolios for advisors to help better understand them. It's through this research that we developed a very firm understanding of advisors in the Canadian marketplace, how they're building portfolios, what their clients expect, and how do we take those underlying factors to have a better conversation with the advisor so the advisor can have a better conversation with a client.

    Recorded on September 10, 2019

    Invesco ETF Portfolios are Invesco Canada mutual funds that invest in Invesco and third-party exchange- traded funds (ETFs) and may invest in mutual funds. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the simplified prospectus before investing. Copies are available from your advisor or Invesco Canada Ltd. These are the personal views of Christopher Hamilton as at the date indicated and may differ from the opinions of other Invesco investment professionals. Opinions are based upon current market conditions, and are subject to change without notice. The comments are for information purposes only and should not be considered a recommendation to buy or sell any security. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

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Select the exposure that best matches your risk profile.

conservative moderate balanced growth high growth
portfolio

Why invest? A conservative, goal-oriented portfolio that seeks to generate income with potential for modest capital appreciation over the long term.

  • Diversified: Strategically managed across multiple asset classes and factors to help maximize diversification and risk-adjusted returns
  • Cost-effective: Transparent exposure to low-cost, factor based ETF strategies to help keep overall investment costs down
  • Experienced: Tenured investment team of asset allocation specialists with access to Invesco’s broad range of capabilities
Risk Level Low for Conservative risk profile

Who is the Invesco Investment Solutions team

With decades of experience managing multi-asset portfolios, the Invesco Investment Solutions team aims to solve highly complex investing challenges and reach your objectives.

60+

strategists, portfolio managers and analysts focus on multi-asset solutions

US$29B

in assets under management by the Invesco Investment Solutions team

10+

Global locations across North America, Europe and Asia/Pacific

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Factor investing: Harnessing the building blocks of investments

Duy Nguyen, Chief Investment Officer and Head of Global Advisory Solutions, discusses why he believes factor-based investing is key to succeeding in the current market environment.

Duration: 2:04

Video transcript

  • Factor investing: Harnessing the building blocks of investments

    At Invesco, we believe factor investing has the potential to drive more precise investment and asset allocation decisions to optimize a truly diversified portfolio that targets a specific risk/return objective. Duy Nguyen, Chief Investment Officer and Head of Global Advisory Solutions, discusses why he believes factor-based investing is key to succeeding in the current market environment.

    Why do you think factor investing is something that clients need to be aware of?

    Duy Nguyen: So if you think about it from a markets perspective, we have very tepid forecasts for both equity as well as fixed income. Alongside that, the constantly changing risk profile of asset classes. You marry that with the environmental changes, or the evolutionary changes that we're facing in the financial markets today, whether that be from a regulatory perspective, from a financial instruments perspective, from a financial vehicles, such as the proliferation of ETFs and alternative strategies. With that as the backdrop and the notion of trying to provide outcomes that meet our investor's expectations, we think that it's a time to evolve our portfolio construction, as well as our asset allocation techniques. Factor based investing is one of those evolutions that we think are going to be key to our ability to succeed in this particular environment.

    What type of experience, resources and expertise are needed to successfully utilize factors in portfolio construction and ongoing evaluation?

    Duy Nguyen: Understanding factors is quite important. Not just what they are and how they're derived, but also how they affect your overall portfolio. And so a deep knowledge of factors, how they perform, how they interact with each other is key to proper implementation of a factor strategy. The second component that you really need is a platform that allows you to analyze these things. Whether it be looking at your portfolio and understanding how that's positioned or at the final level, which is finding the most efficient way to shift your portfolios from a factor perspective.

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Invesco Portfolios

These portfolios are designed to:
  • Provide access to a diversified array of multi-asset investments using active, passive and factor affiliated strategies
  • Seek diversification and strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
Take a look at

Invesco Portfolios

These portfolios are designed to:
  • Provide access to a diversified array of multi-asset investments using active, passive and factor affiliated strategies
  • Seek diversification and strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
Take a look at

Invesco ETF Portfolios

These portfolios are designed to:
  • Provide cost-efficient access to multi-asset investments
  • Seek strong risk-adjusted returns across different market environments
  • Harness the investment capabilities, skills and insight of the Invesco Investment Solutions team
Learn More
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