Invesco Indexing

Invesco / A&P Capital Retirement Income Index

A new and transparent way to benchmark the current cost of generating 30-years of retirement income

Simple Building Block

Simple and intuitive to understand, how much will 30-years of $1 per year of income cost today?

30-years of Income

Designed to track liquid income in retirement, backed by the full faith and credit of the U.S. Government.

Tailored Solution

A never-before created fixed income index.

About The Invesco/A&P Capital Retirement Income Index

The Index’s value reflects today’s cost to acquire $1 of income every year for the next 30-years using highly liquid securities. This makes it easy to translate retirement savings into a reliable 30-year income.

How It Works

Generating Retirement Income

The Index consists of a curated collection of US Treasury securities, with $1 worth of instruments maturing each year for the next 30-years. US Treasuries are among the most liquid fixed income securities in the world and backed by the full faith and credit of the US government. The Index follows a disciplined, rules-based methodology that is publicly available. 

Income as an Outcome

Translating Savings into a relaible 30-year income stream. The Index’s value reflects today’s cost to acquire $1 of income every year for the next 30-years. By dividing a savings amount by the Index’s valuation on any given day, investors can determine the current annual income generation potential for the next 30-years.

Aligned with Investor Preferences

The Index has been built to help address investor concerns. They tend to prefer the idea of retirement income over retirement savings. Most also want to maintain control and choice over their assets.

Our Expertise

The Index was created by Invesco, a leading provider of custom index solutions, in collaboration with A&P Capital, a well-known team of respected academics specializing in structural credit modeling.   

Experience

Invesco’s practical expertise in working with Quantitative strategies dates back to 1983

Scale

Over 8,400+ dedicated people in over 26 countries.1

Customizability

Client-centric focus with factor, multi-asset, and environmental, social and governance (ESG) investment expertise

Resources

Methodology

Rules and guidelines followed to build and maintain the Index

1. Invesco Ltd. employee data as of December 31, 2023.

Treasury securities are backed by the full faith and credit of the US government as to the timely payment of principal and interest.

Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

A&P CAPITAL LLC AND ITS MEMBERS MAKE NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE INDEX, INDEX VALUES OR ANY DATA INCLUDED THEREIN AS WELL AS WITH RESPECT TO THE CALCULATION AND DISSEMINATION OF SUCH INDEX.  IN NO EVENT SHALL A&P CAPITAL LLC OR ITS MEMBERS HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.

Invesco is not affiliated with A&P Capital.

Invesco Indexing LLC is an indirect, wholly owned subsidiary of Invesco Ltd. The group is legally, technologically and physically separate from other business units of Invesco, including the various global investment centers.