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Investment Research / Educational Material |
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The material in this section is offered as an educational
resource to clients in understanding the collective trust
investment vehicle in general and Invesco National Trust
Company's retirement products using this vehicle in particular.
This information can also be found in the Research section
of this web site. The approach used to organize this information
is to start with material covering very broad topics and
then with each additional section, narrow the scope of
discussion further and further to help clients progressively
target the specific investments we offer that have the
best chance of meeting their investment needs.
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Collective
Trusts 101
This document provides a general overview of collective
trust investments, focusing primarily on how they
compare to mutual funds in terms of similarities
and regulatory / operational differences. |
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Investment
Philosophies & Processes
For each asset class, we offer products utilizing
the philosophy and investment process of one or
more investment management strategies relevant to
that asset class. For each Investment Management
Strategy listed here, we've provided the investment
philosophy & investment process used to manage
funds that follow that strategy as well as a list
of Invesco Collective Trust Funds currently being
managed according to that strategy. |
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Fund
Descriptions
Choose a fund from this menu to review that fund's
investment objective, strategy, guidelines and risks.
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