Invesco Launches Observe Innovation Index, Powered by Cerulli Associates, Designed to Assist Monetary Professionals Consider Their Companies

Rivai H Tukimen

The Observe Innovation Index presents personalized insights and actionable concepts designed to assist ship higher outcomes for purchasers

ATLANTA, Might 18, 2022 /PRNewswire/ — Invesco Ltd. (NYSE: IVZ), a number one international asset administration agency, and Cerulli Associates, a frontrunner in market intelligence and consulting options for asset and wealth managers, introduced in the present day the launch of the Observe Innovation Index. The Observe Innovation Index is a digital analytic device that benchmarks key traits and traits of economic practices throughout 4 key areas – enterprise growth, wealth administration, consumer service and observe administration. This benchmarking methodology leverages greater than ten years of Cerulli survey knowledge to research the place a observe ranks amongst friends and supplies a personalized roadmap designed to assist them increase their companies.

“The Observe Innovation Index was created by bringing collectively the ability of Cerulli’s main analysis and the power of Invesco’s sturdy monetary skilled business-building applications,” stated John McDonough, Head of U.S. Wealth Administration Intermediaries Distribution at Invesco. “Monetary professionals’ practices are confronted with growing enterprise complexity and consumer calls for. Invesco is dedicated to being their associate of selection, working to assist them strengthen their practices in order that they’ll concentrate on their purchasers.”

Invesco and Cerulli consider that high-performing monetary professionals measure their success by the influence they make on purchasers’ lives. In keeping with a latest Cerulli research, advisors mostly determine new consumer acquisition (52%), compliance (40%), and managing expertise (30%) as their practices’ main challenges.1 The Observe Innovation Index may also help monetary professionals by figuring out alternatives to reinforce all elements of their companies and enhance their worth to purchasers. The device goes past benchmarking a observe based mostly on property and income. The Observe Innovation Index holistically evaluates a monetary observe with the objective of figuring out relative strengths and alternatives to assist ship higher enterprise and consumer service outcomes.

“Advisors in the present day face the challenges of addressing calls for from buyers, monetary markets, and regulators, all whereas striving to scale their companies,” states Asher Cheses, Affiliate Director of U.S. Wealth Administration at Cerulli. “To assist them confront these enterprise challenges, Cerulli and Invesco constructed the Observe Innovation Index, backed by the business’s longest-running advisor survey,2 to offer a quantifiable device designed to benchmark the attributes of the business’s main monetary practices and finally allow advisors to assist their purchasers obtain their monetary objectives.”

The Observe Innovation Index begins with an evaluation of the monetary observe, benchmarking the highest performing monetary professionals, within the 4 key areas of their observe. Responses are scored and benchmarked by the Observe Innovation Index’s proprietary methodology, which is powered by Cerulli’s knowledge from over 3,000 monetary professionals. Every query is scored in opposition to the benchmark, and outcomes are proven for every of the 4 classes and in mixture, highlighting how the monetary observe ranks amongst friends. Monetary professionals are then proven a personalized roadmap designed to leverage their strengths and deal with alternatives for enchancment. For extra complicated monetary practices, advisors could possibly be eligible for entry to Invesco’s devoted teaching to assist create actionable plans. 

The Observe Innovation Index is a part of Invesco Complete CX – the full consumer expertise – an all-in-one platform of instruments, teaching and content material designed to assist monetary professionals join with purchasers, improve their companies, and optimize portfolios.

To be taught extra, please go to the Observe Innovation Index website and the Invesco Complete CX page.

1 Cerulli Associates, U.S. Advisor Metrics 2021: Shopper Acquisition within the Digital Age, December 2021. Used with permission.

2 The biggest research ever executed on the language of economic companies has been performed by Invesco World Consulting and Maslansky + Companions since 2007. Neither Invesco Distributors, Inc., Cerulli Associates nor Cerulli Inc. are affiliated with Maslansky + Companions.

About Invesco Ltd.

Invesco Ltd. is a world unbiased funding administration agency devoted to delivering an funding expertise that helps individuals get extra out of life. Our distinctive funding groups ship a complete vary of energetic, passive and different funding capabilities. With places of work in additional than 20 international locations, Invesco managed US $1.6 trillion in property on behalf of purchasers worldwide as of March 31, 2022. For extra data, go to invesco.com.

Invesco Distributors, Inc. is the US distributor for Invesco Ltd. It’s an oblique, wholly owned subsidiary of Invesco Ltd.

The “Observe Innovation Index” program is predicated on Invesco World Consulting’s work with Cerulli Associates. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.

Invesco World Consulting applications are for illustrative, informational, and academic functions. We make no assure that participation in any applications or utilization of their content material will end in elevated enterprise for any monetary skilled.

This doesn’t represent a advice of any funding technique or product for a selected investor. Buyers ought to seek the advice of a monetary skilled earlier than making any funding selections.

About Cerulli Associates

For over 30 years, Cerulli has supplied international asset and wealth administration corporations with unmatched, actionable insights. Headquartered in Boston with totally staffed places of work in London and Singapore, Cerulli Associates is a world analysis and consulting agency that gives monetary establishments with steerage in strategic positioning and new enterprise growth. Our analysts mix business data, unique analysis, and knowledge evaluation to convey perspective to present market circumstances and forecasts for future developments. 

Contact: Jamie Braverman, 212-278-9630, [email protected] and Karleen Fallon, 617-841-1005, [email protected]

SOURCE Invesco Ltd.; Cerulli Associates

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