Invesco Ltd. (IVZ)
NYSE: IVZ · Real-Time Price · USD
17.78
+0.44 (2.54%)
Nov 1, 2024, 4:00 PM EDT - Market closed

Company Description

Invesco Ltd. is a publicly owned investment manager.

The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds.

It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients.

It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds.

It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies.

For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies.

For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash.

It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities.

The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments.

The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H.

Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Invesco Ltd.
Invesco logo
Country United States
Founded 1935
IPO Date Aug 24, 1995
Industry Asset Management
Sector Financials
Employees 8,489
CEO Andrew Schlossberg

Contact Details

Address:
Midtown Union, 1331 Spring Street,
Atlanta, Georgia 30309
United States
Phone 404 892 0896
Website invesco.com

Stock Details

Ticker Symbol IVZ
Exchange NYSE
Fiscal Year January - December
Reporting Currency USD
CIK Code 0000914208
CUSIP Number G491BT108
ISIN Number BMG491BT1088
Employer ID 98-0557567
SIC Code 6282

Key Executives

Name Position
Andrew Ryan Schlossberg President, Chief Executive Officer and Director
Laura Allison Dukes Senior MD and Chief Financial Officer
Tony L. Wong Senior MD and Co-Head of Investment
Stephanie Claire Butcher Senior MD and Co-Head of Investment
Andrew Tak Shing Lo Senior MD and Head of Asia Pacific
Douglas J. Sharp Senior MD, Head of EMEA and Americas
Gregory Wade Ketron CPA Head of Investor Relations and Treasury
Jeffrey Howard Kupor J.D. Senior MD and General Counsel
Alan Leonard Smith Senior MD and Chief Human Resources Officer
Mark Hurst Williamson Executive Vice President and Senior Managing Director

Latest SEC Filings

Date Type Title
Oct 29, 2024 10-Q Quarterly Report
Oct 23, 2024 SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals
Oct 22, 2024 8-K Current Report
Oct 9, 2024 8-K Current Report
Oct 2, 2024 4 Statement of changes in beneficial ownership of securities
Sep 11, 2024 8-K Current Report
Sep 4, 2024 4 Statement of changes in beneficial ownership of securities
Sep 3, 2024 4 Statement of changes in beneficial ownership of securities
Aug 29, 2024 N-PX Annual Report of proxy voting record of management investment companies
Aug 13, 2024 13F-HR Quarterly report filed by institutional managers, holdings