Invesco Announces Long-Term Focus on Age of Income to Help Financial Advisors Find the 'Right' Income for Investors

Intentional Income FinderSM Helps Advisors, Investors Consider a Variety of Strategies to Meet Income Needs

Apr 29, 2013, 14:00 ET from Invesco

HOUSTON, April 29, 2013 /PRNewswire/ -- Invesco US announced today a comprehensive Age of Income focus designed to help financial advisors guide investors to the right income sources to meet their financial goals.


"With up to 10,000 baby boomers potentially retiring each day for the next 17 years and many other investors building towards retirement or other savings goals, the demand for income is as great as at any time in our nation's history," said Andrew Schlossberg, Head of U.S. Distribution and Global ETFs for Invesco. "Yet this search for yield and income is being conducted in an environment where supply is scarce with interest rates near historic lows. We call this the Age of Income.

"This combination of demographic and economic factors presents a substantial mandate for our industry and Invesco is bringing to bear a variety of investment management capabilities to help address this unprecedented need."

An integral component in identifying potential income sources for investors will be Invesco's Intentional Income FinderSM, a proprietary digital program that allows users to answer questions that target specific income needs. Based on the responses, the program will generate a list of asset classes to consider. The program also can provide specific investment options using Invesco's wide range of investment products, spanning multiple asset classes through mutual funds, exchange-traded funds (ETFs) and unit trusts. The tool is available at and as part of the most recent upgrade of the Invesco US iPad app.

Other supporting aspects of the Age of Income include:

  • Advisor Business Building Kit
    • Intentional Investing in the Age of Income brochure to help enhance income conversations with clients
    • Income Handbook featuring Invesco's income-oriented products across mutual funds, ETFs and unit trusts
    • Client education on issues surrounding the search for yield
    • Public seminar on finding the right income
    • Income-oriented investing ideas
  • Ongoing Age of Income thought leadership insights – print and video - from Invesco's specialized investment teams.
  • Advertising directing financial advisors to the new Intentional Income FinderSM and featuring some of Invesco's income-generating products.

"Our goal is to help financial advisors guide their clients through every step of the income journey," said Joanna Irwin, Head of Client Marketing. "From enhancing an income conversation, to educating on topics related to income, to choosing the right solutions to meet income needs. We want to offer a comprehensive solution to this most timely and relevant issue facing investors, especially those considering retirement following one of the most challenging economic periods in the last century."

About Invesco

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 retail, institutional and high net worth 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

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.


Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund(s) and/or trust(s), investors should ask their advisers for a prospectus/summary prospectus or visit


SOURCE Invesco