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Invesco QQQ & Custom Model Portfolio — page 1

Invesco QQQ & Custom

Model Portfolio

INSTITUTIONAL ASSET MANAGEMENT & PORTFOLIO

CONSTRUCTION CASE STUDY

INVESCO

FOR INSTITUTIONAL AND ADVISOR USE ONLY

Invesco QQQ & Custom Model Portfolio — page 2

EXECUTIVE OVERVIEW & PHILOSOPHY

Executive Overview: The Invesco Global

Platform

Invesco Ltd. stands as a global leader in the asset management industry, managing over

$1.5 trillion in assets for a diverse client base including individual investors, financial

advisors, and institutional entities. Headquartered in Atlanta with a presence in over 20

countries, Invesco’s philosophy is rooted in the belief that an investment manager should

provide a comprehensive range of capabilities to help investors achieve their long-term

financial objectives.

The firm’s evolution is characterized by a strategic expansion from traditional active

management into a powerhouse of passive, factor, and alternative investment solutions.

By integrating high-conviction active strategies with the precision of rules-based ETFs and

the flexibility of custom model portfolios, Invesco offers a multi-dimensional approach to

wealth creation and preservation.

Today, Invesco is synonymous with innovation, particularly through its stewardship of the

Invesco QQQ Trust, one of the world's most recognized and liquid exchange-traded funds.

This commitment to 'Greater Possibilities' is reflected in their advisor-centric model, where

technology and research are democratized to build more resilient portfolios.

THE INVESCO INVESTMENT PHILOSOPHY

Invesco’s investment culture is defined by four core pillars: specialized investment teams, a

shared commitment to excellence, a focus on long-term outcomes, and a belief in the

power of collaboration. This philosophy ensures that while investment teams maintain

their unique processes and autonomy, they are supported by a world-class global

infrastructure.

"QQQ represents a legacy of access, allowing retail and institutional

investors alike to participate in the growth of the companies that define our

digital and physical infrastructure."

Invesco Institutional Strategy Portfolio | Page 1

Invesco QQQ & Custom Model Portfolio — page 3

INVESCO QQQ & INDEX METHODOLOGY

Invesco QQQ Trust: The Benchmark

for Innovation

The Invesco QQQ Trust (QQQ) is designed to track the Nasdaq-100 Index, a benchmark

composed of 100 of the largest non-financial companies listed on the Nasdaq Stock

Market based on market capitalization. Since its inception in 1999, QQQ has become a

primary vehicle for investors seeking exposure to transformative companies at the

forefront of the modern economy.

1. Non-Financial Requirement: The index specifically excludes companies classified under

the Financials industry, creating a distinct growth-oriented profile.

2. Market-Cap Weighting: The index utilizes a modified market-capitalization weighting

scheme, ensuring that the most influential companies drive performance while

maintaining diversification constraints.

3. Sector Concentration: While often viewed as a 'tech fund,' QQQ provides exposure across

multiple sectors, including Consumer Discretionary, Health Care, and Industrials, provided

they meet the Nasdaq listing and size requirements.

Invesco Institutional Strategy Portfolio | Page 2

Invesco QQQ & Custom Model Portfolio — page 4

PORTFOLIO CONSTRUCTION & MODELS

Portfolio Construction & Strategic

Asset Allocation

Constructing a resilient portfolio requires a deep understanding of how individual assets

interact within a broader ecosystem. Invesco utilizes QQQ as a core 'growth' or 'innovation'

sleeve within a diversified allocation. The strategy emphasizes long-term capital

appreciation by aligning with secular growth trends.

CUSTOM MODEL PORTFOLIOS: THE ADVISOR'S EDGE

Invesco’s Custom Model Portfolios represent a shift toward 'mass customization' in wealth

management. These models leverage an open-architecture approach, allowing financial

advisors to integrate Invesco ETFs with third-party funds to create a truly bespoke client

experience.

Tax-Aware Design:

Maximizing after-tax efficiency.

Open Architecture:

Integrating 3rd party and Invesco funds.

Dynamic Rebalancing:

Responding to market shifts.

FACTOR INVESTING & RULES-BASED STRATEGIES

Invesco is a pioneer in 'Smart Beta' or Factor Investing—an approach that targets specific

drivers of return such as Quality, Value, Momentum, and Low Volatility. Unlike traditional

market-cap weighting, factor strategies use rules-based methodologies to screen for

stocks with desirable characteristics.

•

•

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Invesco QQQ & Custom Model Portfolio — page 5

Invesco Institutional Strategy Portfolio | Page 3

Invesco QQQ & Custom Model Portfolio — page 6

FIXED INCOME & ADVANCED ANALYTICS

Fixed Income: Precision with

BulletShares

The BulletShares ETF suite provides a revolutionary way to manage bond portfolios. These

target-maturity ETFs act like individual bonds but offer the diversification of an ETF. Each

BulletShares ETF has a defined maturity date, allowing advisors to build customized bond

ladders.

INVESTMENT RESEARCH & QUANTITATIVE ANALYSIS

Invesco's research engine is fueled by both fundamental insights and quantitative rigor.

The Global Market Strategy team provides top-down economic views, while specialized

investment centers conduct bottom-up analysis on thousands of individual securities.

The institutional process involves:

Institutional Research Framework:

- Economic Scenario Analysis

- Factor Exposure Monitoring

- Multi-Asset Optimization

INVESCO VISION & DIGITAL ECOSYSTEM

Invesco supports the advisor community through advanced analytics platforms like

Invesco Vision. These tools provide deep dives into portfolio risk, factor exposures, and ESG

characteristics. By digitizing the portfolio construction process, Invesco enables advisors to

move from product-centric selling to solution-oriented planning.

Invesco Institutional Strategy Portfolio | Page 4

Invesco QQQ & Custom Model Portfolio — page 7

Future Outlook & Strategy

As global markets continue to evolve through technological disruption

and shifting demographic trends, Invesco remains committed to

delivering sophisticated investment solutions. By bridging the gap

between passive efficiency and active insight, we empower investors to

navigate complexity with confidence.

INVESCO

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