Invesco Launches Web-Based Portfolio Illustrator(SM) to Provide Advisors More Efficient Portfolio Building
HOUSTON, Dec. 2, 2013 /PRNewswire/ -- Invesco Distributors, Inc. announced today the launch of Invesco Portfolio Illustrator, a web-based tool providing financial advisors the ability to build a proposal of Invesco mutual funds and ETFs, as well as the universe of both products in a single report.
"In a complex investment world advisors told us they needed an easy-to-understand portfolio proposal that they can present to their clients to help make sense of it all," said Joanna Irwin, Head of Client Marketing. "We developed Invesco Portfolio Illustrator to help them create a simple, clear portfolio proposal for their clients in minutes."
The Invesco Portfolio Illustrator was designed to be user friendly for advisors and easy to understand for their clients. In just four simple steps, advisors can create a customized portfolio to meet their clients' investment goals and match their investment acumen –from novice to seasoned investor.
It's as simple as visiting the advisor site of www.invesco.com/us/tools, clicking the Portfolio Illustrator link and then:
- Select the client's risk tolerance – Choose from one of five model portfolios
- Choose appropriate investments – Choose Invesco mutual funds or ETFs as well as the entire universe of both products
- Customize the proposal – Add analytics that align with the client's investment knowledge
- Review and print – Review, adding Invesco Fact Sheets if necessary, save, print or email the report
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
Invesco Distributors, Inc. is the US distributor for Invesco Ltd.'s retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for its STIC Global Funds. It is a wholly owned, indirect subsidiary of Invesco Ltd.
NOT FDIC INSURED, MAY LOSE VALUE, OFFER NO BANK GUARANTEE