invesconationaltrust.com's purpose is to serve as the primary
resource for educational material and reporting for the Institutional
Retirement Trust’s Invesco Collective Trust Funds and IBEW-NECA Trust
invesconationaltrust.com is appropriate for all audiences. We
provide a wide variety of reporting and educational material designed
to specifically meet the needs of Plan Participants available on our
In addition, we also provide resources tailored to the needs of our
institutional clients and their consultants when they log on to the
Institutional Advisor Site or the Institutional Client Site on
invesconationaltrust.com. Read below to learn more about the variety of
features available to each audience.
Public Web Site
The main web site is appropriate for all audiences and has resources
designed to specifically meet the needs of Plan Participants in the
Invesco Collective Trust Funds. The web site gives investors access to
daily fund prices, price history, monthly fund performance, quarterly
portfolio holdings, quarterly fund overviews, and fund descriptive
information such as objectives, strategies, principle risks of
investing, investment processes and manager biographies as well as
educational material about the collective trust investment vehicle.
We support the materials distribution needs of third party
administrators by providing quarterly Fund Fact Sheets suitable for
Plan Participants. Fact Sheets follow the requirements set forth to
Plan Sponsors by the Department of Labor. This means that instead of
needing to create a custom template in-house, third party
administration firms can choose to use our Fact Sheets in their
enrollment kits, participants mailings and other Plan needs.
Institutional Advisor Site
In addition to everything available on the public web site, the
Institutional Advisor Site also includes sophisticated quarterly fund
reports and customized performance history reporting, materials to support sales
efforts, participation agreement establishment, legal documents, plan
service provider 5500 reporting resources and more.
The Institutional Advisor Site is available to financial consultants, broker/dealers, financial advisors, plan
sponsors, retirement plan service providers, Custodians, Invesco employees or other
The Institutional Advisor Site is
not available to Plan Participants, individual investors or the general
Institutional Client Site
In addition to all of the resources available on the public web site
and the Institutional Advisor Site, the Institutional Client Site also
includes features specifically available to account holders, including
access to daily Plan level account activity reporting through Account
The Institutional Client Site is is available to Plan level
investors in the Institutional Retirement Trust's Invesco Collective
Trust Funds. If you are a Plan Sponsor or other financial intermediary
who has one or more accounts with Invesco
National Trust Company, or are authorized to do business on those
Plans' behalf, or provide financial services for those Plans, then the
Institutional Client Site is designed to support your needs.
More detailed information can be found in the Resources table to the right.
Web Site Key Points summarizes the features and services of this web site.
For navigational assistance, the Web Site Quick Reference Chart
shows you where to go and what you'll find there for each section of
the web site. It's also a great way to quickly see a list of everything
available on invesconationaltrust.com, and which of our three audiences
each is available to.
The Periodic Reporting Timeline describes the reporting delivery
schedule we use to update periodic reporting such as monthly
performance or quarterly fact sheets.
Finally, if you'd like to register for a login, the Login Registration Guide will walk you through the entire process.