Invesco

Alternative Investment

Invesco has been helping UK pension schemes navigate markets and meet their objectives for over 30 years, through a diversified range of strategies spanning equities, fixed income, multi-asset, alternatives and outcome-orientated solutions.

 

Invesco is one of the world’s leading independent investment firms, managing $1.48 trillion in assets with on-the-ground presence in the UK and 24 countries¹. Our scale paired with our breadth of investment capabilities positions us very well to help clients achieve their long-term financial goals.

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 and 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 alternative capabilities have evolved to cover senior loans, private credit, real estate (debt and equity) and venture capital, while we also offer streamlined access to leading partner firms through our flexible multi-manager platform. From senior loans and private credit, through real estate and infrastructure and onto private equity and venture capital, our platform simplifies the process of investing in private markets, bridging the gap between your investment strategy and execution.

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 March 2023.

[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.

As PMI’s Alternative Investments Insight Partner, we will provide all members with a rich and specialised experience. Our team will be always available to soundboard, share knowledge and information that can benefit and guide Trustees, on the journey to their end game objective.

Contact
Mary Cahani Director, Invesco
Mary Cahani

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CONTACT OUR TEAM

Our Insight Partners help us provide PMI members with a rich and specialised experience. Contact us to find out more.

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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.