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Goals/Needs-Based Investing
Outcome-Based Investing Guide
This piece is approved to use with clients.
When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Goals/Needs-Based Investing
Sustainable Investing: The New Normal?
This piece is approved to use with clients.
Think of it as investing with a conscience. In these exceptional times, investors are grappling with how they can reach their goals without compromising their values. Portfolio Manager Paul Arnold discusses how sustainable investing aims to generate competitive long-term financial returns as well as positive societal impact.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
This piece is approved to use with clients.
We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Leveraging Technology & Data
Fighting the “algorithm wars”
Artificial intelligence (AI), quant funds, high-frequency trading, big data — these terms get thrown around a lot these days and can create confusion and uncertainty. Case in point: Tesla CEO Elon Musk has said that AI is more dangerous than nuclear weapons.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
This piece is approved to use with clients.
Your teen’s summer gig can prepare them for the future — and help them save for college.
Sustainable Investing
Responsible Investing and Active Ownership
Invesco considers the different approaches to ESG taken in the investment industry and the evidence o the impact of adopting ESG criteria on investment performance.
Sustainable Investing
Sustainable Factor Investing
This white paper chronicles the rise of responsible investing and the ever-growing consideration of environmental, social and governance issues in portfolio construction.
Manager & Investment Selection
High Conviction: Creating Multi-Asset Portfolios Designed to Achieve Investors' Objectives
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.