Invesco and Schroders Capital Target New Investment Frontiers

Invesco is tackling the inertia of retail savers with the launch of its Personalised Investor Engine (PIE). Developed alongside Oxford Risk, the platform uses behavioural profiling to identify psychological barriers, such as fear of loss or low confidence, which often prevent individuals from moving capital out of stagnant cash accounts. The firm is piloting the technology with digital bank Zopa, targeting a customer base of 1.5 million. This move follows research suggesting UK households could have unlocked £385 billion in potential value over the last decade by choosing diversified investments over cash holdings.

Meanwhile, Schroders Capital has successfully closed its Schroders Capital Private Equity Global Direct IV strategy at $1.3 billion. This fund represents the firm's largest closed-ended commingled private equity vehicle to date. The strategy focuses on small and mid-market companies with enterprise values under $1 billion, specifically targeting the healthcare, technology, business services, consumer, and industrial sectors. With $5 billion raised across its private equity platform this year, Schroders continues to leverage a strong track record; its direct and co-investment strategy has achieved a 3.3x multiple on invested capital across 260 investments, bolstered by recent exits from companies like Pharmacy2U and AerFin.