Invesco's unified platform combines public and private markets, active and passive strategies, targeting advisor demand for customization as SMA assets reach $3.6 trillion by 2026.
Invesco Ltd. currently carries an Alpha Score of n/a, giving AlphaScala's model a neutral read on the setup.
Invesco updated its unified global investment platform, now combining public and private market options with active and passive strategies. The move targets growing demand from wealth managers and institutions for customized products.
The Invesco Solutions & Custom Strategies platform can execute multi-asset strategies and model portfolios, including separately managed accounts. It also handles tax-advantaged solutions and bespoke institutional mandates, the company said.
“Invesco Solutions & Custom Strategies strengthens the connection between our global investment platform and the specific outcomes our clients are seeking,” Stephanie Butcher, co-head of investments at Invesco, said in a statement. “By uniting our existing customization capabilities into a single, globally coordinated offering, we are better positioned to partner with clients on increasingly sophisticated portfolio needs while maintaining our focus on investment excellence and disciplined risk management.”
The update aligns with a broader push across the asset management industry toward personalized investment products. Research firm Cerulli Associates projects that retail SMA assets will reach $3.6 trillion in 2026. A separate Morningstar survey of 416 advisors found that 47% cited a lack of customization as the top reason they bypass model portfolios.
Invesco appointed Clint Harris to the new role of global head of solutions and custom strategies. He will report to Butcher and oversee the connection between portfolio construction and client engagement across regions and channels. The firm also hired Darby Nielson as CIO of multi-asset solutions, reporting to Harris.
The appointments and platform overhaul come as asset managers compete for share in the customization market. Invesco lags some peers in SMA assets under management; the changes are designed to close that gap by offering a broader range of investment options under one roof.
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