Invesco Canada Ltd. is one of Canada’s leading investment management companies, and is a subsidiary of Invesco Ltd. It operates under three distinct yet complementary product brands: Trimark, Invesco and PowerShares.
With over $745.5 billion in assets under management worldwide, Invesco Ltd. marries its wealth of experience with an intimate understanding of the Canadian wealth management marketplace. Invesco Canada’s singular focus is on investment management, offering a diversified suite of investment products to institutions, organizations, companies and individual investors across Canada and around the world.
Invesco Canada shares the stated mission of Invesco Ltd., its global parent company, which is to help investors worldwide achieve their financial objectives. “The global organization also adheres to five business principles,” says Aysha Mawani, VP, Corporate Affairs. “We are passionate about our clients’ success, and we earn trust by acting with integrity. We believe in the continuous pursuit of performance excellence, and we believe that our people are the foundation of our success.”
Invesco Canada firmly believes investors achieve better results when they partner with a professional advisor. The team has wealth management programs designed around the specific needs or a particular client, and advisors who are dedicating to supporting clients to achieve their financial goals.
Foundation of Transparency
Strong supporters of transparency, Invesco Canada knows it is the cornerstone of the free market. It is also a firm believer that an informed investor is able to make better choices, and that the best choice for Canadians is to work with a professional financial advisor.
Invesco Canada is also a strong advocate of choice in the marketplace – not only an investor’s right to choose the investment vehicle that is right for them, but also their right to choose how they pay their advisor. Recently, Invesco has been working with advisors to present a case to regulators in favour of enhancing transparency and maintaining choice. Whether an investor chooses to pay for advice through the cost of their mutual fund, directly to the dealer or forgo advice entirely, the choice should be left to them.
This is an ongoing effort and continued advocacy at Invesco Canada for transparency and choice. The company firmly believe investors achieve better results when they partner with a professional advisor.
“We are strong supporters of transparency, because it’s the cornerstone of the free market,” says Mawani. “An informed investor is able to make better choices, and we believe the best choice for Canadians is to work with a professional financial advisor.”
Invesco Canada is also a strong advocate of choice in the marketplace – not only an investor’s right to choose the investment vehicle that is right for them, but also their right to choose how they pay their advisor.
This is an ongoing effort and we will continue to advocate for transparency and choice.
Invesco’s Competitive Edge
Invesco Canada enjoys a number of advantages in the market.
“As an independent asset manager, all of our resources are dedicated to helping investors achieve their financial objectives,” says Mawani. “We manage investors’ money with purpose, prudence and diligence, because success doesn’t happen by accident. All of our investment choices follow a disciplined, repeatable investment process, so investors clearly see how we’re managing their money and protecting against risk.
“Unlike many of its competitors, Invesco does not own a distribution business; we partner with Canadian financial advisors and rely on them for distribution,” continues Mawani. “We believe operating a distribution network would place Invesco in direct competition with the financial advisors we partner with.”
Invesco offers a diverse product line, which includes both actively managed mutual funds and index-based exchange traded funds (“ETFs”). While most Canadian investment fund companies offer products under one structure or the other, we see the value of inherent in each.
On the mutual fund side of Invesco’s portfolio, the flagship Trimark brand represents true active management. Trimark portfolios do not look like their benchmark indices, because its portfolio managers strive to outperform these indices over the long term. The Invesco philosophy is one cannot beat an index by tracking the index.
Like its actively managed mutual funds, most of the index-based ETFs offered under Invesco’s PowerShares Canada brand differ from the most recognized market indices.
Invesco specializes in providing exposure to alternative indices, including Fundamental Indexing, low-volatility and high-beta equity strategies.
In addition, Invesco Canada was the first company in Canada to offer ETFs within a mutual fund wrapper, providing MFDA-registered advisors with access to these investment strategies.
“Invesco plans to grow organically by focusing on investment excellence. We believe that providing good stewardship for our investors, we will not only grow their wealth over the long term, but attract new clients and assets as well.
“Our primary goal remains unchanged,” says Mawani. “It is to deliver superior returns for our investors over the long term. By delivering strong long-term investment performance, we believe investors will entrust more of their assets to us, driving growth for the company.”
For more information on Invesco Canada Ltd., please visit www.invesco.ca