May 2019
I NVESCO
REACHING FOR THE SUMMIT The Invesco Summit Growth Range was launched back in July 2018; the range of five multi-asset funds is managed around long-term risk targets. This is intended to provide an asset allocation and fund selection menu which allows advisers to fully match their clients’ risk profiles.
Feedback from advisers was really centred on three main challenges that we felt well placed to help them with: • Making asset allocation and fund selection decisions for clients • Aligning clients with investments that match their risk tolerances • Greater transparency and less administration
WE CAUGHT UP WITH NICK MUSTOE, CIO OF INVESCO’S HENLEY INVESTMENT CENTRE, TO FIND OUT MORE ABOUT WHAT HE AND HIS TEAM HAVE TO OFFER ADVIERS AND INVESTORS. WE STARTED WITH THE RATIONALE BEHIND THE SUMMIT GROWTH RANGE. “We launched Summit for a couple of key reasons. Firstly, it was clear to us from our ongoing conversations with advisers that their needs were evolving, partly due to a changing regulatory backdrop. Secondly, the breadth of our in-house investment capabilities meant that we could bring something different to the space in a cost-effective way for advisers.
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Over the last few years, Invesco has further enhanced its investment capabilities by building an in-house strategic asset allocation capability in the form of the Houston-based Invesco Global Solutions team. We have also made some acquisitions in the ETF space, meaning that Invesco is now the fourth largest ETF provider globally. Those additions to our already diverse investment capabilities provide us with a compelling investment toolkit.” ASKED WHAT MAKES THE SUMMIT FUNDS DIFFERENT, NICK THINKS THE KEY IS FLEXIBILITY. “One of our key differentiators is that we do not have an imposed house view at Invesco, which gives us real diversity of thought. While many UK investors know us for our Henley investment centre, we also have 12 other
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