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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Country | United States |
IPO Date | Aug 25, 1995 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 8,524 |
CEO | Andrew Ryan Schlossberg |
Contact Details
Address: Two Peachtree Pointe Atlanta, Georgia United States | |
Website | https://www.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 & Director |
Donie Lochan | MD, Chief Technology Officer & Global Head of Technology |
Laura Allison Dukes | Senior MD & Chief Financial Officer |
Alan Leonard Smith | Senior MD & Chief Human Resources Officer |
Gregory Wade Ketron CPA | Head of Investor Relations & Treasury |
Jeffrey Howard Kupor J.D. | Senior MD & General Counsel |
Shannon Anastasia Johnston | Senior MD and Chief Information & Operations Officer |
Stephanie Botha | Chief Accounting Officer |
Stephanie Claire Butcher | Senior MD & Co-Head of Investment |
Tony L. Wong | Senior MD & Co-Head of Investment |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Dec 09, 2024 | 8-K | Current Report |
Dec 03, 2024 | 4 | Filing |
Dec 03, 2024 | 4 | Filing |
Nov 12, 2024 | 13F-HR | Quarterly report filed by institutional managers, ... |
Nov 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial own... |
Nov 12, 2024 | 8-K | Current Report |
Nov 08, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
Nov 08, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
Nov 08, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
Nov 08, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |