Invesco is one of the world’s leading independent investment firms, managing $1.8 trillion in assets¹ with an on-the-ground presence in more than 20 countries across the globe. Our scale paired with our breadth of investment capabilities positions us very well to help clients achieve their long-term financial goals. Invesco has been helping UK pension schemes navigate markets and meet their objectives for over 30 years.

The heightened economic and geopolitical uncertainties coupled with the increased regulatory requirement for UK pension schemes, have shifted Trustees’ focus towards de-risking and diversification to ensure that funding obligations are met. This has increased the need for alternative assets to be included as part of pension portfolios seeking to enhance growth, income and diversification.

We have an open, partnership approach to ensure that we bring the expertise and resources of Invesco’s global organisation to help pension schemes achieve their investment objectives. Over the years our specialist in-house capabilities have evolved dramatically. Aside from traditional markets, we have an extensive range of alternative capabilities from senior loans and private credit, through to real estate and infrastructure. We have also recently launched retirement solutions to meet the changing demands of modern retirees.

We are very much aligned with the Environmental, Social and Governance (ESG) requirements and demands that our clients have. We also believe that integrating ESG practices into our activities has a positive impact on the value we provide, while helping ensure a sustainable environment for future generations. Invesco has implemented ESG strategies for over 30 years, launching our first Socially Responsible Investment product three decades ago, and became a signatory of the UN-backed Principles for Responsible Investment in 2013 – achieving A+ in Strategy and Governance between 2017 and 2020².

^[1] Source: Invesco as at 31 December 2024

[²] Source: Principles for Responsible Investment Assessment Report for Invesco Ltd: 2017, 2018, 2019, 2020. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

This marketing communication is for discussion purposes only and is exclusively for use by professional investors in the UK, Jersey, Guernsey and Isle of Man. It is not intended for and should not be distributed to, or relied upon, by the public.  This is marketing material and not intended as a recommendation to buy or sell any particular asset class, security or strategy.  Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.  Further information on our products is available using the contact details shown.  Issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.