Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF (IVRA)

Overview

This fund is dedicated to investing in a diversified portfolio of exchange-traded equity securities within the realm of "real assets" enterprises. These assets are critical physical assets that have intrinsic value and encompass sectors like real estate, infrastructure, and natural resources. By focusing widely on North American companies, the fund maintains a regional concentration that benefits from the region's stabilizing economic and regulatory environment. A defining feature of the fund's investment strategy is its commitment to environmental, social, and governance (ESG) criteria. This is reflective of a growing trend in the investment community to consider sustainability and ethical impact alongside traditional financial metrics. The fund's management team, guided by a sub-adviser, applies these ESG standards to select companies, aiming to generate competitive returns for investors while promoting positive impacts on society and the environment.

Products and Services

• Equity Securities of Real Assets Companies:

The primary product offered by the fund is an investment in the equity securities of "real assets" companies. These are firms that own, operate, or finance assets that have intrinsic worth due to their substance and properties. Investment in these companies is done primarily through exchange-traded securities, offering investors exposure to industries like real estate, infrastructure, and natural resources. This approach seeks to capitalize on the tangible and often essential nature of such assets, which can provide stable returns and add a layer of inflation protection to investment portfolios.

• ESG-Compliant Investment Options:

Aligning with growing investor demand for responsible investment opportunities, the fund offers a service of ESG-compliant investment options. This entails rigorous screening and evaluation of companies based on their environmental stewardship, social responsibility, and governance practices. By investing in companies that adhere to high ESG standards, the fund aims to support and incentivize responsible business practices in North America. This focus not only seeks to mitigate investment risks associated with ESG factors but also aims to contribute to societal well-being and environmental sustainability.