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
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SOURCE Invesco