Invesco Global Solutions. Partnering with you to build client oriented investment solutions

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1 Invesco Global Solutions Partnering with you to build client oriented investment solutions

2 Who is Invesco Global Solutions? Invesco Global Solutions is changing the way asset managers engage with advisors. We work with you directly to understand your unique business challenges and needs, enabling us to provide you solutions across the entire portfolio spectrum. Through our comprehensive approach, you ll gain confidence that you re delivering thoughtful, customized portfolios designed to meet your clients goals and objectives. Our capabilities include: Advisory Solutions: We evaluate, build and enhance your asset allocation models and portfolio construction processes, including guidance on how fundamental active and factor-based solutions can play a role in your portfolios. Development and Implementation: We manage $11 billion in assets through an outcome-oriented product range including target risk funds, college savings portfolios and custom investment solutions. Research and Portfolio Analytics: We provide thought leadership and customized engagements around asset allocation modeling. Advisory Solutions Development and Implementation Research and Portfolio Analytics

3 Helping you meet the investment challenges of today and avoid the obstacles of tomorrow When it comes to your clients portfolios, you may be asking: How confident am I that my models match my clients objectives? What are the hidden risks in my portfolios? Could small tweaks to my portfolios make a big difference? In a changing industry you may be seeing: The potential for tepid returns going forward, along with investors who are more focused on goal-oriented investment solutions. Investors who recognize the benefits of passive investing, but are unsure how to incorporate this approach into their portfolios. Portfolio construction that is evolving beyond asset allocation building blocks to include additional potential diversifiers such as factor investing. As part of the migration to advisory models, best practice model portfolios that are leading the way toward meeting regulatory standards. Through it all, your clients rely on you to create a plan that s built for tomorrow and beyond Through a comprehensive review and consultation, we can help you better meet and achieve your clients financial goals. With our experience and expertise, we ll answer your questions and help solve your complex portfolio construction challenges.

4 Customized solutions to take you and your clients further Advisory Solutions We re dedicated to helping you strengthen your portfolio construction and asset allocation capabilities. Whether you re looking to enhance existing portfolios or build new ones, our services can be customized based on your needs. Already have model portfolios? We can: Evaluate the performance and risk of a current portfolio using our proprietary methods, offering: A thorough portfolio evaluation by our team of portfolio specialists. A detailed breakdown of current exposures and their potential implications. An in-depth analysis of opportunities to better align the portfolio with desired outcomes. Enhance your current allocations and portfolio construction capabilities by considering broad asset class and factor exposures. To do this, we consider: Diversification across and within asset classes. Factor analysis and positioning. Allocation to both mutual funds and exchange-traded funds. Looking to build new model portfolios? We can: Engineer customized portfolios that can be developed around a wide range of client needs, including end-to-end model portfolio design and construction that address: Risk Income Tax sensitivity Alternative asset classes Cost sensitivity Active/passive 2 Invesco Global Solutions

5 Custom Portfolio Analysis: A closer look at our process and methodology Our unique services include a Custom Portfolio Analysis We conduct a thorough portfolio evaluation, comprising a detailed breakdown of current exposures and their potential implications, as well as an analysis of potential solutions to better align the portfolio with desired outcomes. Our three-step process: 1. Examine. Analyze and identify risk in portfolios and evaluate exposures to various factors, sectors and economic environments to position portfolios in the context of the efficient frontier. 2. Report. Generate a customized, detailed report featuring our findings and analysis. 3. Consult. Discuss strategies for enhancing the portfolio in pursuit of improved investment outcomes, including adjusting exposures to factors and sectors. What powers our Custom Portfolio Analysis? Our proprietary capital market assumptions serve as the foundation for constructing outcome-oriented, multi-asset portfolios. We develop assumptions for each asset class for expected return, expected standard deviation of return (volatility) and expected correlation with other asset classes. We evaluate current and historical market data (in the context of a 10-year investment horizon) to develop guidelines for long-term, strategic asset allocation decisions that reflect our total return approach. To read our white paper, Capital market assumptions: A building block methodology, please contact your Invesco sales representative. Invesco Global Solutions 3

6 Custom Portfolio Analysis: An X-ray view of your portfolio Asset class and active correlations: Highlight whether portfolios are providing the expected diversification. Measure portfolios active performance, broken down by individual strategy. Show whether the underlying strategies in a portfolio are adding diversified resources of active return. For illustrative purposes only. Risk decomposition: Identifies the underlying risk of each individual strategy as part of the total portfolio. Helps to potentially identify key sources of risk and capture the level of risk attributed to major asset classes. Measures total risk attribution to ensure alignment with clients expectations. For illustrative purposes only. 4 Invesco Global Solutions

7 Factor exposure: Looks at key equity and fixed income factors to measure the magnitude of a portfolio s factor exposure. Identifies particular tilts in a portfolio, which can ensure alignment with portfolio objectives. Measures exposure to duration and credit in a portfolio. For illustrative purposes only. Market regime analysis: Offers insight into how portfolios might perform under various economic and market conditions. For illustrative purposes only. Invesco Global Solutions 5

8 Invesco Global Solutions With $11 billion in assets under management, and access to the framework that underpins a multi-billion dollar 529 mandate, we take the time to understand your portfolios and your investment processes. 23 investment professionals with asset allocation specialization years average industry experience for senior team members 1 $11 billion in assets under management 1 Contact your Invesco sales representative to get started: Identifying potential portfolio enhancements. Illustrating how those enhancements might impact your portfolios. Building new portfolios designed to meet your clients needs and objectives. Reinforcing with your clients the level of rigor applied in pursuit of their goals. Explore High-Conviction Investing with Invesco 1 As of June 30, FOR US INSTITUTIONAL INVESTOR USE ONLY NOT FOR USE WITH THE PUBLIC All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. As with all investments there are associated inherent risks. Please obtain and review all financial material carefully before investing. This does not constitute a recommendation of the suitability of any investment strategy for a particular investor. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. The opinions expressed are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. invesco.com/us IGS-BRO-1 09/17 Invesco Distributors, Inc. US9952