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 Ryan Schlossberg |
Contact Details
Address: 1331 Spring Street Nw, Suite 2500 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 |
| David Farmer | Chief Operating Officer |
| Terry Gibson Vacheron | Chief Accounting Officer |
| Donie Lochan | MD, Chief Technology Officer and Global Head of Technology |
| Michael D. Hyman | Head of Global Credit Strategies and CIO of Global Investment Grade & Emerging Markets |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 23, 2024 | 8-K | Current Report |
| Apr 9, 2024 | 8-K | Current Report |
| Mar 28, 2024 | ARS | Filing |
| Mar 28, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 28, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 12, 2024 | 8-K | Current Report |
| Feb 21, 2024 | 10-K | Annual Report |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 13, 2024 | 8-K | Current Report |
| Feb 13, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |