Retirement Planning
                                                               
                                                               

                                                              Invesco Hong Kong Limited

                                                              Invesco Hong Kong Limited ("Invesco") is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With more than 8,000 employees worldwide, we manage US$ 1.6 trillion of assets globally with an on-the-ground presence in more than 20 markets. (as of 31 December 31, 2021). Invesco was established in 1935. The firm is currently listed on the New York Stock Exchange under the symbol IVZ.

                                                              Invesco has been serving Hong Kong employers with their retirement needs since 1977. We have proven expertise in managing retirement assets for pensions schemes and understand the different needs of individuals when they invest for retirement. As an Invesco pension scheme member, you have access to a wide range of investment choices that align with your individual goals.

                                                              In Asia Pacific since 1962, Invesco is one of the most experienced investment firms in the region. Combining our regional investing expertise, Invesco provides well-established and world-class services to cater for the needs of retirement solutions locally.

                                                              Source: Invesco as at 31 Dec 2021.


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                                                              Identify Your Investor Type – Before making any investment decisions, you can complete the risk assessment questionnaire and check your risk tolerance level, according to your retirement goal, income, age and risk appetite.

                                                              "BCT iPortfolio" Provides You with Investment Reference – Upon completing the risk assessment questionnaire, “BCT iPortfolio” will show model portfolios suited to investors of different risk levels, to help you make informed investment decisions.

                                                              Review Portfolio Regularly – Do the risk assessment questionnaire every year, or when you move to a different life stage, and adjust asset allocation as necessary. If you are a BCT member, you can log into your account and save the assessment result. The system will remind you to do the assessment every year automatically. This makes portfolio review and asset allocation more flexible and easier.

                                                              What type of investor are you?
                                                              Any investment involves risk and different investors are able to take on different amounts. Depending on your retirement goals, income, age and investing aggressiveness, you’ll fall into one of the following categories. Choose from the best option below
                                                              Assets and Liabilities
                                                              Net Asset
                                                              (Total asset - Total liability (including mortgage))
                                                              Negative HK$0 to 1 mn More than HK$1 mn to 3 mn More than HK$3 mn to 5 mn More than HK$5 mn to 10 mn More than HK $10 mn
                                                              Saving Ratio
                                                              (Saving amount / Monthly income)
                                                              0% > 0% - 5% > 5% - 10% > 10% - 15% > 15% - 20% > 20%
                                                              Investment Objective
                                                              Investment Experience
                                                              Risk Profiling Questionnaire
                                                              Your Risk Level is
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                                                              Please login to the Member Web / Mobile App immediately to save your current risk assessment result.

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