One of the smaller projects I was asked to work on was an interactive infographic for Invesco’s ESG Funds. ESG being the hot topic in investment. In order to avoid any claims of greenwashing Invesco decided to publish a breakdown of all the data for each of their funds, so that clients could be confidant that the rating of the fund was accurate.

Introduction

Invesco is a global investment management firm, they invest their clients money in stocks and bonds, creating portfolios and other financial products. They work with large corporations such as pension funds to small firms of IFA’s. It is mostly focused on its B2B service. Many clients are advised by Independent Financial Advisers, who will pick Invesco products on their behalf. Invesco launched a Model Portfolio service via its software for financial advisers Intelliflo, and wanted to see if providing its Model Portfolio products with a stand alone web app would increase sales. I was approached to help design an MVP WebApp for Invesco’s Model Portfolio Service.