ATLANTA, April 28, 2015 /PRNewswire/ -- Invesco Distributors, Inc. today announced that its award-winning Invesco Portfolio Illustrator tool now includes unit trusts, further expanding the number of investment options financial advisors can use to create robust proposals for their clients.
"Financial advisors have embraced the Invesco Portfolio Illustrator for its ease of use and ability to help them further diversify and decrease overlap in client portfolios," said Joanna Irwin, Head of US Marketing. "We continually seek feedback from advisors on how we can enhance the tool to help them quickly and easily create effective portfolio proposals for their clients."
The Invesco Portfolio Illustrator, launched in late 2013, is designed for financial advisors to create investment proposals 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. The web-based tool is accessible by logging on to www.invesco.com/pi.
Financial advisors have had the ability to build a customized proposal that includes the universe of mutual funds and ETFs. Now, with Invesco unit trusts added as an additional option, advisors can build proposals for clients selecting from a broader group of investment options. Other new enhancements include:
Estimated annual income for unit trusts
All holdings for unit trusts
Unit trust fact sheets
The Invesco Portfolio Illustrator was recognized with the Mutual Fund Education Alliance (MFEA) 2014 Star Award for Online Advisor Services.1
To learn more about the Invesco Portfolio Illustrator, log onto the Invesco advisor website at www.invesco.com/pi.
1. For nearly 20 years, the STAR Awards program has distinguished itself as a fund industry competition that encourages excellence and fosters improvement and innovation. The STAR Awards program recognizes the extraordinary efforts of fund companies to communicate with their various constituencies and help investors understand and benefit from mutual fund investing. Award entries are evaluated utilizing the following judging criteria: Educational Value, Message Comprehension, Ease of Use, Effective Design, Objectives, and Bonus Points (Bonus Points may be awarded for superior quality, unique presentation, innovation, exceptional design or other areas that the judges determine warrant special recognition.) More information on the STAR Awards is available on their site. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.
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 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. Invesco Unit Investment Trusts are distributed by the sponsor, Invesco Capital Markets, Inc. and broker dealers including Invesco Distributors, Inc. Both firms are wholly-owned, indirect subsidiaries 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 trust(s), investors should ask their advisors for a prospectus/summary prospectus or visit invesco.com/fundprospectus.
NOT FDIC INSURED, MAY LOSE VALUE, OFFER NO BANK GUARANTEE