SMA
Fact sheet
Tax-Free Intermediate Term SMA
Inception Date:
12/31/2014
CUSTOM SMAS BY INVESCO
Fixed Income SMAs
Build customized, tax-smart fixed income portfolios that align with your clients' unique goals.
Global strength
Tap into the resources and proprietary credit research of Invesco's $485 billion+ global fixed income platform.
Specialized expertise
Enhance the amount your clients get to keep through tax-loss harvesting and other tax-optimization techniques.
High-touch support
Smoothly transition clients to SMAs with our high-touch, concierge service that provides fast turnarounds and personalized support through every step of the process.
Fixed income for every possibility
Tax-Free Intermediate Term SMA and Tax-Aware Intermediate Term are just two of our featured SMAs that can be customized to meet investors' specific objectives in terms of tax exposure, risk tolerance, liquidity needs, and values alignment. Explore the customization options available for our fixed income strategies.
Strategy |
Tax profile of typical clients |
Duration options |
Overlay options |
Sectors permitted |
Fact sheets |
|---|---|---|---|---|---|
Tax-Free |
High federal tax brackets |
|
|
Tax-exempt municipals |
|
Tax-Aware |
Mid-level federal tax brackets and reside in states with no or low income taxes |
|
|
Tax-exempt and taxable municipals, corporates, treasuries, agencies, agency mortgage-backed securities |
|
Investment Grade Govt-Credit |
Low federal tax brackets or for use in tax-advantaged accounts |
|
|
Treasuries, agencies, corporates, agency mortgage-backed securities, taxable municipals |
|
Investment Grade Taxable |
Low federal tax brackets or for use in tax-advantaged accounts |
|
|
Corporates, taxable municipals |
|
Investment Grade Floating Rate Bond |
All tax brackets |
|
N/A |
Corporate floating rate notes and preferred securities |
|
Corporate Bond |
All tax brackets |
|
N/A |
Corporates |
Helping you serve your clients
Investment-Grade Gov’t Credit
Investment Grade Floating Rate Bond
Explore our SMA solutions
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create tailored, tax-smart portfolios for any client goal.
CUSTOM SMAS BY INVESCO
Unlock the power of personalization
Custom SMAs by Invesco empower advisors to deliver the tailored solutions and tax-smart portfolios clients expect from their advisors.
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Equity SMAs
Bring customization to your equity portfolios
Bring the power of personalization to equity portfolios across investment styles, sectors, and regions.
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Start the conversation
Talk to our SMA specialists about how to bring Custom SMAs to your clients. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
