Invesco

Invesco Ltd.
legal form	Ltd., listed ( S&P 500 )
ISIN	BMG491BT1088
founding	1935
Seat	Atlanta , Georgia , USA
management	Martin L. Flanagan (President and CEO )
Number of employees	over 7,000
sales	3.754 billion US dollars ( net revenues )
Branch	Investment company
Website	www.de.invesco.com
	As of September 30, 2018

Invesco ( ticker symbol : IVZ) is an independent investment company with around 7,000 employees and locations in 25 countries. The company's headquarters are in Atlanta , Georgia , USA ; the stocks listed in the S&P 500 stock index are traded on the NYSE . The assets under management of one of the world's leading independent asset management companies were over $ 1.1 trillion at the end of May 2019. Martin L. Flanagan has been CEO of the fund company since August 2005.

history

Invesco was founded in December 1935 as Wales H. Lotery & Co. Ltd., a company under British and Welsh law. In 1946, Invesco launched the oldest US investment fund to date and invested in the Asia-Pacific region for the first time in 1962.

In 1978, Invesco was founded in the United States under the leadership of Charles Brady. In 1988 Invesco merged with the London- based Britannia Arrow .

In 1990 Invesco acquired the asset manager PRIMCO Capital, which specializes in pension investments, and in 1991 the company took over a real estate company based in Dallas. In 1996 Invesco expanded worldwide with the entry into Hong Kong and Canada . In 1997 Invesco PLC merged with AIM Investments and then operated under the name AMVESCAP.

Former AMVESCAP logo

With the takeover of Trimark and Perpetual PLC in 2000, AMVESCAP positioned itself in Canada and Great Britain . The company expanded in 2001 through the acquisition of County Investment Management in Australia and the Pell Rudman Trust Company. In 2002, the global real estate business was expanded through the acquisition of Parkes & Co., London and the real estate unit of Hypo-Vereinsbank, Munich . In 2002, AMVESCAP acquired Whitehall Asset Management, which specializes in private clients. In 2003, AMVESCAP was the first Sino-American company to set up a joint venture in China .

AMVESCAP took over Stein ROE Investment Counsel in 2004 and merged the company with Pell Rudman and Whitehall Asset Management to form Atlantic Trust Private Wealth Management. In 2005, Martin L. Flanagan was named President and CEO of AMVESCAP, succeeding company founder Charles Brady.

In the following years, the company grew through takeovers, for example of the ETF provider PowerShares Capital Limited (2006) and the private equity company WL Ross & Co. (2006). The name Invesco Ltd. The company has been with the company since 2007.

In 2010, Invesco acquired Morgan Stanley's retail wealth management business including Van Kampen Investments Inc. In 2011, Invesco acquired AIG's Asian real estate business. Invesco has held a 49% stake in the Indian company Religare Asset Management since 2013. In the middle of 2017, Invesco acquired the ETF provider Source, which is particularly active in the European market . On September 28, 2017, Invesco announced the acquisition of the ETF business from Guggenheim Investments .

Business model

Unlike universal banks, Invesco works as a specialized financial service provider exclusively in the area of capital investments. Invesco is represented in 25 countries with locations in America (18), Asia (10), Europe (19), Australia (2) and the Middle East and Africa (2). Specialized investment teams focus exclusively on the investment management of different asset classes, regional focuses or investment styles. The Invesco Quantitative Strategies investment team, which specializes in a predominantly factor-based investment approach , works in Frankfurt am Main , while Invesco Real Estate in Munich focuses on cross-border real estate investments.

Invesco has had its own branch in Frankfurt am Main since 1987, Invesco Asset Management GmbH. Invesco has been represented in Austria with an office in Vienna since 1996, and Invesco Asset Management Austria as a branch of Invesco Asset Management Deutschland GmbH. In Switzerland , Invesco is present in the Zurich financial center and in Geneva , in western Switzerland , by Invesco Asset Management (Schweiz) AG.

The asset classes offered by Invesco include equity strategies, balanced strategies (such as multi asset funds), bond and money market strategies and alternative investment strategies. The fund company offers products in strategy segments such as risk parity, multi-asset, absolute return, exchange-traded funds (ETFs) and factor investing.

Assets under management by asset class / area

shares $ 460 billion	Bonds and Money Market $ 320 billion	Balanced $ 57 billion	Alternative investment strategies $ 142 billion
Global / supraregional Global Global ex domestic Emerging markets Regional / individual countries Asia / Asia ex Japan Australia Greater China Japan Europe / Great Britain Sector-based	Multi sectors Global Aggregate / Core Plus Multi-Sector Credit Strategic Income Single sectors Investment grade High yield bonds Structured Securities Convertible bonds Municipal bonds Specialties emerging market bonds Stable value Global liquidity	Traditionally Global Balanced Balanced (domestic) Not traditional Risk parity Target ability Target risk Customized solutions	Directional strategies Long / short stocks Private equity Senior Secured Loans Inflation protection raw materials Real estate securities Real estate direct investment Convertible bonds Municipal bonds
			Macro strategies Global Macro Relative Value / Absolute Return Market neutral stocks Unconstrained bond Financial structures Credit arbitrage Opportunistic

Invesco's product range comprises three pillars of investing: active managed mutual funds , passive funds such as exchange traded funds (ETFs) and factor-based strategies.

Invesco's investment products are aimed at both private investors and institutional investors such as insurance companies, local authorities, non-profit organizations and pension funds.

Company logo

The visual component of the company logo is the mountain Ama Dablam in the eastern Himalayas . According to the company's own statements, he embodies ambition and claim. The mountain also stands for self-image and the investment philosophy: strength, stability and consistency.

Web links

Individual evidence

↑ [1]
^ Board of Directors
↑ [2]
↑ 2017 Annual Report to Shareholders
^ Invesco Ltd. Announces May 31, 2019 Assets Under Management. Retrieved June 19, 2019 (American English).
↑ Interview with Invesco boss: "Multi-asset is welcome" | dasinvestment.com . In: dasinvestment.com . ( dasinvestment.com [accessed June 28, 2017]).
↑ ^a ^b ^c ^d ^e ^f ^g ^h ⁱ ^j ^k ^l ^m ⁿ ^o ^p ^q ^r ^s ^t ^u The Chronicle of Invesco Ltd. - Invesco. Retrieved January 23, 2019 .
^ Invesco - Product Detail - Mutual Funds - ACGIX. Retrieved on August 23, 2017 .
^ Edward Wyatt: Invesco to Acquire AIM for $ 1.6 Billion . In: The New York Times . November 5, 1996, ISSN 0362-4331 ( nytimes.com [accessed June 22, 2017]).
↑ ^a ^b "No growth at any price" . In: institutional-money.com . ( institutional-money.com [accessed January 22, 2019]).
↑ Invesco completes takeover of AIG's $ 5.4bn Asia RE business - Private Equity Real Estate. Retrieved August 23, 2017 .
↑ ^a ^b Invesco | Who we are. Retrieved January 23, 2019 .
^ Invesco Quantitative Strategies - Invesco. Retrieved January 23, 2019 .
^ Invesco Real Estate - Invesco. Retrieved January 23, 2019 .
↑ ^a ^b Invesco Austria - Invesco. Retrieved January 23, 2019 .
↑ Invesco Switzerland | Invesco. Retrieved January 23, 2019 .
↑ The Invesco Trilogy: Factor Investing, Multi Asset, Real Estate . Institutional Money, 2017.
↑ Factor investing could change asset management permanently. Institutional Money, accessed January 23, 2019 .

[1] [1]

[2] Board of Directors

[3] [2]

[ar2015-4] 2017 Annual Report to Shareholders

[5] Invesco Ltd. Announces May 31, 2019 Assets Under Management. Retrieved June 19, 2019 (American English).

[6] Interview with Invesco boss: "Multi-asset is welcome" | dasinvestment.com . In: dasinvestment.com . ( dasinvestment.com [accessed June 28, 2017]).

[Chronik-7] ↑ ^a ^b ^c ^d ^e ^f ^g ^h ⁱ ^j ^k ^l ^m ⁿ ^o ^p ^q ^r ^s ^t ^u The Chronicle of Invesco Ltd. - Invesco. Retrieved January 23, 2019 .

[8] Invesco - Product Detail - Mutual Funds - ACGIX. Retrieved on August 23, 2017 .

[9] Edward Wyatt: Invesco to Acquire AIM for $ 1.6 Billion . In: The New York Times . November 5, 1996, ISSN 0362-4331 ( nytimes.com [accessed June 22, 2017]).

[Wachstum-10] "No growth at any price" . In: institutional-money.com . ( institutional-money.com [accessed January 22, 2019]).

[11] Invesco completes takeover of AIG's $ 5.4bn Asia RE business - Private Equity Real Estate. Retrieved August 23, 2017 .

[WeAre-12] Invesco | Who we are. Retrieved January 23, 2019 .

[13] Invesco Quantitative Strategies - Invesco. Retrieved January 23, 2019 .

[14] Invesco Real Estate - Invesco. Retrieved January 23, 2019 .

[Österreich-15] Invesco Austria - Invesco. Retrieved January 23, 2019 .

[16] Invesco Switzerland | Invesco. Retrieved January 23, 2019 .

[17] The Invesco Trilogy: Factor Investing, Multi Asset, Real Estate . Institutional Money, 2017.

[18] Factor investing could change asset management permanently. Institutional Money, accessed January 23, 2019 .