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.
| 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 Tak Shing Lo | Senior MD and Chief Executive Officer of Asia Pacific |
| 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 |
| Douglas J. Sharp | Senior MD and Head of EMEA and Americas |
| Shannon Anastasia Johnston | Senior MD and Chief Information and Operations Officer |
| Stephanie Botha | Chief Accounting Officer |
| Donie Lochan | MD, Chief Technology Officer and Global Head of Technology |
| Gregory Wade Ketron CPA | Head of Investor Relations and Treasury |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Dec 9, 2024 | 8-K | Current Report |
| Dec 3, 2024 | 4 | Statement of changes in beneficial ownership of securities |
| Dec 3, 2024 | 4 | Statement of changes in beneficial ownership of securities |
| Nov 12, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Nov 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | 8-K | Current Report |
| Nov 5, 2024 | 4 | Statement of changes in beneficial ownership of securities |
| Nov 4, 2024 | 4 | Statement of changes in beneficial ownership of securities |
| Oct 29, 2024 | 10-Q | Quarterly Report |
| Oct 23, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |