Sector: Financials|Industry: Asset Management|Market Cap: $7.82B|Employees: 8K
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. is an independent investment management firm offering a range of active, passive, and alternative investment capabilities. The firm manages investments across various asset classes, investment styles, and geographies, serving clients in over 120 countries. Invesco's business model is focused on delivering long-term investment performance, high-quality client service, and effective distribution relationships.
The company operates as an integrated global investment manager, presenting itself as a single firm to clients around the world. Invesco has a significant presence in the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East and Africa (EMEA), and Asia-Pacific (APAC).
Invesco offers multiple investment objectives within various asset classes and products, including:
The company operates under a single operating segment: investment management. AUM is diversified by client domicile, distribution channel, and asset class. As of December 31, 2023:
The company's AUM is also split between retail ($1,042.0 billion) and institutional ($543.3 billion) channels. Additionally, AUM is split between active ($985.3 billion) and passive ($600.0 billion) strategies.
Invesco's strategy focuses on delivering capabilities that build enduring partnerships and create better outcomes for clients. Key strategic objectives include:
The company is also focused on simplifying and streamlining the organization to improve scale, performance, and profitability.
The investment management business is highly competitive. Invesco competes with a large number of investment management firms, commercial banks, investment banks, broker-dealers, hedge funds, and insurance companies. Key competitive factors include investment performance, fees, range of products offered, brand recognition, business reputation, financial strength, depth and continuity of relationships, and quality of service. The industry is experiencing transformative pressures, including increased fee pressure, a shift towards passive and alternative strategies, and increased regulatory scrutiny.
(Generated from latest 10-K filing)