Invesco Asset Manager Models Benchmarking Study

The Invesco Asset Manager Models Benchmarking Study is a comprehensive report that analyzes asset manager model portfolios, focusing on allocation strategies, risk profiles, fee breakdowns, and performance metrics. The study utilizes proprietary tools to provide insights into risk factors across model portfolios and includes example case studies to foster discussion. The analysis encompasses 1,682 models consisting of 2,128 unique funds categorized into Conservative, Moderate Conservative, Moderate, Moderate Aggressive, and Aggressive. Key findings indicate that equity risk is the largest contributor to total risk across all model types, with allocations varying significantly. The report also notes that models tend to be underweight in certain sectors, such as IT, and highlights the growing presence of index and active ETFs within model portfolios. The study aims to assist asset managers in optimizing their strategies to enhance returns and improve portfolio efficiency.