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INVESCO CLIENT ACCOUNT ACCESS

Invesco Client Account Access is a mobile-friendly site that provides financial
professionals with a single view into retirement and non-retirement accounts.


RETIREMENT PLAN MANAGER

Retirement Plan Manager provides plan sponsors the tools they need to more
effectively manage their retirement plans.


INVESCO CONTRIBUTION MANAGER

Invesco Contribution Manager (ICM) supplies tools for plan sponsors to
efficiently manage retirement plans.


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Notice: View Invesco mutual fund and ETF holdings in First Republic Bank.


Portfolio Playbook


GLOBAL GROWTH TO DETERIORATE

We remain defensive in May despite the recent strength in corporate earnings,
underweighting portfolio risk and overweighting fixed income relative to
equities.

View Playbook



TIMELY INSIGHTS



Good news on inflation overshadowed by debt ceiling concerns

Despite welcome news on US inflation, the looming X-date for the debt ceiling
has investors concerned about what’s to come. Here’s what Kristina Hooper see
ahead.

Read more

Fixed Income for every possibility

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have a wide range of strategies to help you optimize your portfolios.

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INVESCO TOTAL CX

 

  

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TRANSCRIPT: INVESCO TOTAL CLIENT EXPERIENCE

75% of financial professionals’ clients want more engaging investing, market and
planning-related content.1

80% of financial professionals want help from asset management firms to optimize
their businesses.  2

78% of financial professionals want support on portfolio construction and risk
management. 2

That’s why we created Invesco Total CX – the total client experience.  It’s a
powerful platform of tools, coaching and content designed to help achieve
greater possibilities – all in one place.

Invesco Total CX aims to help you: 

Connect with Clients 

Language research to choose the right words, resources and content to help build
client confidence and timely perspectives on global markets and policy.

Enhance your Business

Practice diagnostics, peer benchmarking, and coaching to help drive new business
and promote practice efficiency.

Optimize your Portfolios  

Portfolio analytics and consultations, actionable expertise, and a wide range of
solutions to help strengthen your investment process and manage with conviction.

Welcome to a new way to leverage the full power of one of the world’s largest
asset management firms to create greater possibilities, for you, your practice
and your clients.  

Welcome to Invesco Total CX.

Experience it with us today.

Disclosures (not being read, only showing up on screen)

NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK | MAY LOSE VALUE |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

1Source: Y Charts, How can advisors better communicate with clients, December
2019, https://go.ycharts.com/hubfs/YCharts_Client_Communications_Survey.pdf

2Source: Broadridge, April 27, 2020,
https://www.broadridge.com/press-release/2020/financial-advisors-accelerate-shift-to-holistic-financial-planning

All investing involves risk, including risk of loss.

Invesco Global Consulting programs are for illustrative, informational and
educational purposes. We make no guarantee that participation in any programs or
utilization of their content will result in increased business.

This does not constitute a recommendation of any investment strategy or product
for a particular investor. Investors should consult a financial professional
before making any investment decisions.

The opinions expressed are those of the author and are subject to change without
notice. These opinions may differ from those of other Invesco investment
professionals.

Note: Not all products, materials or services available at all firms. Financial
professionals should contact their home offices.

invesco.com/us 5/22 Invesco Distributors, Inc. NA 2076775


THE TOTAL CLIENT EXPERIENCE – ALL IN ONE PLACE

We're here to partner with you in every aspect of your practice so that you can
focus on what matters most.

 

Learn about Invesco Total CX


LATEST INSIGHTS

 

 

Markets and Economy

Global markets grapple with the good, the bad and the ugly

By Kristina Hooper

After an eventful long weekend of debt ceiling negotiations, it appears that a
deal has been reached. But other challenges lie ahead. Kristina Hooper discusses
the good, the bad, and the ugly facing global markets.

May 30, 2023
Markets and Economy

Above the Noise: Focusing on the bigger prize

By Brian Levitt

This month, Brian Levitt discusses the direction of the economy, concerns about
the debt ceiling, the risks of having an “action bias,” and financial lessons
from his father.

May 26, 2023
Markets and Economy

The US debt ceiling explained

By Kristina Hooper

Kristina Hooper answers frequently asked questions about the US debt ceiling and
potential ways to resolve the current debate over raising it.

May 24, 2023
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Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail
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