How Invesco is Building a More Connected Fundamental Equities Platform with VerityRMS

Turning proprietary research into a shared institutional advantage.

The Invesco Fundamental Equity platform brings together 130 investment professionals, organised into independent teams of portfolio managers and analysts that connect to form a single investment platform. Research is one of the platform’s most valuable assets. Across regional, global, and specialist investment teams, analysts and portfolio managers generate thousands of insights through company meetings, investment notes, models, workshops, and day-to-day debate.

The challenge was not just to store research, but to make it easier to find, connect, and build on across teams. Our ambition was for Verity to operate across the platform, keeping all active equity research readily available, actionable, and structured to support insight and collaboration.

For the Invesco Fundamental Equity platform, value compounds when research is captured consistently and connected across teams. The more the platform holds, the more useful it becomes to everyone working across it. That principle, creating a shared and continuously evolving body of investment knowledge, runs through every part of how Invesco Fundamental Equities works with Verity.

Independent Thought Powering Collective Insight

Invesco evaluated several leading research management systems, weighing each against the practical realities of running a large, multi-team equity platform. What set VerityRMS apart was its balance of flexibility and ease of use.

• The system adapts to how each team already works instead of imposing a single top-down process, driving real adoption rather than reluctant compliance.
• Regional and specialist strategies connect into one central system of record, pulling company notes, meeting takeaways, models, and workshop output into a single place while leaving each team’s distinct investment approach intact.
• Every team’s work lands in the same connected environment, so cross-team connections get easier to surface, ensuring consistency and transparency across the research process.

Instant Access To Historical Thinking

Verity gives analysts and portfolio managers the tools to retrieve investment content quickly. So, a past management meeting or an older internal debate can be surfaced in seconds ahead of an earnings call or a market dislocation.

Research becomes institutional intelligence the whole platform can build on, while addressing ever-changing compliance standards without extra steps.

A Partnership Built On Continuous Improvement

A key factor in Invesco Fundamental Equity’s positive experience with Verity has been the strength of the partnership behind the system. Throughout the relationship, Verity has demonstrated a commitment to understanding the needs of investment professionals and working collaboratively to enhance the user experience.

As Invesco Fundamental Equity’s use of the system has grown, Verity has remained responsive to user feedback, engaging with teams to understand how research is created, shared and consumed across the organisation. This ongoing dialogue has helped ensure that system enhancements are aligned with real-world investment workflows and deliver practical value to analysts and portfolio managers. By incorporating user feedback into product development, Verity has continued to evolve alongside the changing needs of Invesco Fundamental Equity’s investment teams.

Because enhancements are grounded in the daily reality of active equity investing, new teams have been able to come on board without disrupting how the rest of the platform runs.

Could VerityRMS Turn Your Firm’s Research Into a Shared Institutional Advantage?

Designed by analysts. Built for high-achieving funds. VerityRMS is the research management system that gives analysts, compliance teams, and portfolio managers more of what they need.

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