The Markets We Serve At Invesco, we take managing investments very seriously and know what it means to be good stewards of your institutional assets.
Retirement Plans We are committed to providing innovative institutional retirement solutions to our clients. We have extensive experience in the defined benefit and defined contribution markets and a clear understanding of today's regulatory and market environment. We can help identify the right solutions for your plan participants' retirement needs. We consult extensively with our defined benefit clients to help you address potential gaps between asset and liability values. To better serve defined contribution plans, we make our investment products available through a number of different vehicles, including: - Daily valued collective trust funds
- Deparate accounts
- Mutual funds
Public Funds At Invesco, we understand the issues important for our public fund clients, including: - Risk tolerance
- Balancing income generation with capital preservation/appreciation
- Transparency
- Full disclosure
We have a long history of serving clients from state, county and local governments — including teachers, firefighters and policemen — plus transit management systems and other public authorities. Our broad experience means we are well-suited to meet your unique needs.
Corporations We understand what it takes to help our corporate plan sponsors meet fiduciary obligations, cash flow requirements and funding objectives. First, we learn about your objectives and the composition of your existing pools of capital. Then we tailor investment solutions to meet your needs, including: - Integrated defined benefit/defined contribution offerings
- Cash management strategies
- Liability driven investing (LDI) solutions
For three decades, we have provided corporate plan sponsors with investment opportunities and solutions, and currently have over 100 corporate clients in the U.S.
Foundations and Endowments With capabilities across a diversified set of alternative investment strategies, we are uniquely qualified to help foundations and endowments uncover and access favorable investment opportunities. Our goal is to enable your organization to fulfill its philanthropic mission. We are fully versed in the needs of foundations and endowments and can provide investment solutions aimed at capital preservation and appreciation.
Taft-Hartley Plans We are one of the nation's largest providers of investment services to Taft-Hartley funds. For over 30 years, Invesco has been serving trustees and caring for their members. We understand and accept the stewardship that comes with managing these assets. Our dedication and commitment to Labor is reflected in our U.S. operating policy. We require our employees to seek bids or proposals from qualified union vendors, where appropriate, when procuring products and services for the development and operation of our business.
Insurance Companies We have a long history as a trusted partner for insurers. We understand the unique investment objectives and risk constraints of our insurance clients and deliver customized investment and reporting solutions to address their needs. Our insurance asset management expertise covers a broad range of mandates, including: - Traditional and non-traditional fixed income
- Equities
- Alternative strategies, including real estate, private equity and distressed investing
|