Invesco Ltd. (IVZ)
NYSE: IVZ · IEX Real-Time Price · USD
16.00
-0.09 (-0.56%)
At close: May 17, 2024, 4:00 PM
16.06
+0.06 (0.37%)
Pre-market: May 20, 2024, 8:03 AM EDT

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 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
May 14, 2024 13F-HR Quarterly report filed by institutional managers, holdings
May 9, 2024 8-K Current Report
May 3, 2024 4 Statement of changes in beneficial ownership of securities
May 2, 2024 4 Statement of changes in beneficial ownership of securities
May 2, 2024 4 Statement of changes in beneficial ownership of securities
May 1, 2024 10-Q Quarterly Report
Apr 26, 2024 3 Initial statement of beneficial ownership of securities
Apr 26, 2024 3 Initial statement of beneficial ownership of securities
Apr 23, 2024 8-K Current Report
Apr 9, 2024 8-K Current Report