TPFG Adds Invesco to New ESG Model Strategies

TPFG Adds Invesco to New ESG Model Strategies

November 23, 2021


The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, is pleased to announce the addition of Invesco to its Strategy PLUS™ platform. Invesco has long been on the forefront of innovation in the ESG space. The PFG Invesco Thematic ESG Strategy (PFIOX) will be invested in prominent environmental themes such as clean technology, water, and energy.

Strategy PLUS™ is a multi-strategy, multi-manager platform that taps the intellectual capital of leading investment managers. Invesco joins a stellar lineup that includes Capital Group, home of American Funds®, Fidelity Institutional AM®, BlackRock®, J.P. Morgan, PIMCO, BNY Mellon®, Janus Henderson, Meeder, MFS®, Counterpoint Asset Management, and Sierra Asset Management. These relationships allow TPFG to feature the attributes of those managers, incorporating both Active and Passive management with Strategic and Tactical styles. The Strategy PLUS™ platform gives advisors more customized choices to offer and empower investors to save, behave better, and improve investment outcomes.

“ESG investing within defined contribution plans can be limited or non-existent,” said Matt Hamilton, President of The Pacific Financial Group. “Invesco has a strong, time-tested ESG track record, which enhances our ability to deliver differentiated products and meet market demand.”

 “ESG strategies are becoming increasingly important for defined contribution plans as participant demand for sustainable investment options continues to rise,” said Mo Haghbin, Chief Commercial Officer and Chief Operating Officer, Invesco Investment Solutions. “Invesco is proud to join forces with The Pacific Financial Group to deliver innovative ESG solutions to its constituents.”

An early pioneer and innovator in the participant-driven group retirement plan space, The Pacific Financial Group has built a unique market leadership position in self-directed brokerage for 401k, 403b, and 457 accounts. Total firm AUM exceeds $3.7 billion. The continued opening of retirement plan brokerage windows and the significant use of target date options demonstrates plan participant and plan sponsor interest in more fund of funds model choices.

Target PLUS adds an active management component to a traditional target date strategy. Index PLUS models are ideal for investors seeking a lower cost offering with a dose of active fixed income management. Focus PLUS is for investors who seek concentrated exposure to actively managed strategies. Multi PLUS are the most diversified set within the Strategy PLUS offering. Strategy PLUS™ includes a total of 31 strategies, ranging from conservative to aggressive. In just 18 months after launch, over $1.7 billion in assets have flowed into TPFG’s Focus PLUS, Target PLUS, Index PLUS, and Multi PLUS models.

Disclosure: The information provided herein is the opinion of The Pacific Financial Group (“TPFG”), a registered investment adviser, and may change without notice at the discretion of TPFG. TPFG makes no warranties as to the accuracy of the information or any representations made or implied at any time given. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting, or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.