Invesco

Investment management company


title: "Invesco" type: doc version: 1 created: 2026-02-28 author: "Wikipedia contributors" status: active scope: public tags: ["companies-based-in-atlanta", "american-companies-established-in-1935", "financial-services-companies-established-in-1935", "investment-management-companies-of-the-united-states", "companies-formerly-listed-on-the-london-stock-exchange", "companies-listed-on-the-new-york-stock-exchange", "alternative-investment-management-companies", "1935-establishments-in-georgia-(u.s.-state)", "1988-mergers-and-acquisitions", "asset-management-companies"] description: "Investment management company" topic_path: "economics" source: "https://en.wikipedia.org/wiki/Invesco" license: "CC BY-SA 4.0" wikipedia_page_id: 0 wikipedia_revision_id: 0

::summary Investment management company ::

::data[format=table title="Infobox company"]

FieldValue
nameInvesco Ltd.
logoInvesco Logo.svg
typePublic
traded_as
ISIN
foundation
locationAtlanta, Georgia, U.S.
founderCharles W. Brady
key_people
industryInvestment management
products
revenue
operating_income(2024)
net_income(2024)
assets(2024)
equity(2024)
aum(2024)
num_employees8,508 (2024)
subsid
homepage
footnotes
::

| name = Invesco Ltd. | logo = Invesco Logo.svg | image = | image_size = | image_caption = | type = Public | traded_as =

LSE: IVZ (until 2007)

FTSE 100 component (until 2007) | ISIN = | foundation = | location = Atlanta, Georgia, U.S. | founder = Charles W. Brady | key_people = | industry = Investment management | products = | revenue = | operating_income = (2024) | net_income = (2024) | assets = (2024) | equity = (2024) | aum = (2024) | num_employees = 8,508 (2024) | subsid = | homepage = | footnotes = Invesco Ltd. is an American (formerly British) independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York Stock Exchange.{{cite web |title = Company overview |publisher = Invesco |url = http://www.invesco.com/about/index.html |access-date = 2007-12-07 |archive-url = https://web.archive.org/web/20071209201304/http://www.invesco.com/about/index.html |archive-date = 2007-12-09 |url-status = dead

History

Invesco (then officially spelled with all-capital letters: INVESCO) was founded in Atlanta in 1978 when Citizens & Southern National Bank divested its money management operations. In 1988, the company was purchased by the British firm Britannia Arrow, based in London, which later took the INVESCO name. In 1997 INVESCO PLC merged with AIM Investments. Upon completion of the merger the company adopted the name Amvescap. In 2007 the company reverted to the Invesco name.

Since 2000, Invesco has grown through acquisitions such as the ETF firm PowerShares Capital Management and the restructuring of WL Ross & Co.

In 2004, the company agreed to a $450 million settlement with the Attorneys General of New York, Colorado and the SEC after allegations of improper trading practices.

In May 2007, the company changed their name to Invesco (initial cap only) PLC, moved its primary stock market listing from the London Stock Exchange to the American NYSE and became domiciled in Bermuda, adopting the name Invesco Ltd.{{cite press release |title = Invesco PLC Shareholders Approve Relisting on the New York Stock Exchange |publisher = Invesco |date = 14 November 2007 |url = http://www.invesco.com/media/press_releases/2007_11_14.pdf |access-date = 2007-12-01 |archive-url = https://web.archive.org/web/20080512145645/http://www.invesco.com/media/press_releases/2007_11_14.pdf |archive-date = 2008-05-12 |url-status = dead |title = LSE to replace Invesco in UK's FTSE 100 |publisher = Reuters |date = 30 November 2007 |url = http://investing.reuters.co.uk/news/articleinvesting.aspx?type=allBreakingNews&storyID=2007-11-30T080021Z_01_L30278526_RTRIDST_0_FTSE-INVESCO.XML |access-date = 2007-12-01

Invesco planned to list the PowerShares Global Progressive Transportation Portfolio (PTRP on the Nasdaq Stock Market). This fund was closed in 2010.

On October 19, 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments for $1.5 billion.

In April 2010, Invesco Aim became Invesco. Later that year, it was reported that Invesco had plans to introduce a Risk parity commodity fund according to regulatory filings.

In December 2013, Invesco reported assets under management (AUM) of $778.7 billion

In September 2017, Invesco agreed to buy Guggenheim Investment's exchange-traded fund business for $1.2 billion in cash.

On October 18, 2018, Invesco purchased OppenheimerFunds from MassMutual for about $5.7 billion in stock.

In March 2020, amid a major stock market crash triggered by the COVID-19 pandemic, Invesco Mortgage Capital Inc., a branch handling real estate investment trusts, announced they were unable to cover margin calls due to dramatic devaluations and investors selling shares.

In February 2025, a group of 17 U.S. state attorneys general criticized Invesco for making improper or inadequate disclosures about investments in China.

Financial statistics

::data[format=table]

Year EndingOperating RevenueNet IncomeAuMEmployees
31 December 2023$5,716.4 million$−333.7 million$1,585.3 billion8,489
31 December 2022$6,048.9 million$683.9 millionurl=https://www.sec.gov/ix?doc=/Archives/edgar/data/914208/000091420823000297/ivz-20221231.htmtitle=Invesco Ltd. 2022 Annual Report (10-K)
31 December 2021$6,894.5 million$1,393.0 million$1,610.9 billion8,513
31 December 2020$6,145.6 million$524.8 millionurl=https://ir.invesco.com/investor-relations/press-releases/press-release-details/2021/Invesco-Reports-Results-for-the-Three-Months-and-Year-Ended-December-31-2020/default.aspxtitle=Invesco Reports Results for the Three Months and Year Ended December 31, 2020
31 December 2019$6,117.4 million$564.7 million$1,226.2 billion8,821
31 December 2018$5,314.1 million$882.8 million$888.2 billion7,459
31 December 2017$5,160.3 million$1,127.3 million$937.6 billion7,030
31 December 2016$4,734.4 million$854.2 million$812.9 billion6,790
31 December 2015$5,122.9 million$968.1 million$775.6 billion6,490
31 December 2014$5,147.1 million$988.1 million$792.4 billion6,264
31 December 2013$4,644.6 million$940.3 million$778.7 billion5,932
31 December 2012$4,177.0 million$677.1 million$687.7 billion6,128
31 December 2011$4,092.2 million$729.7 million$625.3 billion6,162
31 December 2010$3,487.7 million$465.7 million$616.0 billion5,617
31 December 2009$2,673.3 million$322.5 million$423.1 billion4,890
31 December 2008$3,307.6 million$481.7 million$357.2 billion5,325
31 December 2007$3,878.9 million$673.6 million$500.1 billion5,475
31 December 2006$3,246.7 million$482.7 million$462.6 billion5,574
30 December 2005$2,872.6 million$219.8 million$386.3 billion5,798
::

References

References

  1. (25 February 2025). "Invesco Ltd. 2024 Annual Report (10-K)". [[United States Securities and Exchange Commission]].
  2. "Remembering Charles W. Brady, 1935 - 2019".
  3. Karkaria, Urvaksh. (2007-11-07). "Invesco moving global HQ to Atlanta". Atlanta Business Chronicle.
  4. Chernoff, Joel. (1994-07-25). "Invesco's U.K. business hit hard". Pensions & Investments.
  5. "Company history". Invesco.
  6. Wyatt, Edward. (1996-11-05). "Invesco to Acquire AIM for $1.6 Billion". The New York Times.
  7. (May 24, 2007). "Amvescap officially switches name to Invesco".
  8. Timmons, Heather. (8 September 2004). "2 Fund Groups to Pay $450 Million to End Inquiry". [[The New York Times]].
  9. "Invesco PowerShares to list Global Progressive Transportation ETF". Invesco.
  10. "Green Transportation Fund Set to Launch". [[Greentech Media]].
  11. (October 8, 2010). "Invesco PowerShares Announces Changes to ETF Family". [[CNNMoney]].
  12. "Invesco Pulls the Trigger on Van Kampen Deal".
  13. Wall Street Journal, Oct 2 2010, How Risky Are Those Low Risks Funds? Eleanor Laise
  14. "Invesco Ltd. Announces December 31, 2013 Assets Under Management".
  15. Baer, Justin. (2017-09-28). "The Price Invesco Is Paying for Guggenheim's ETF Business: $1.2 Billion". Wall Street Journal.
  16. (2018-10-18). "Invesco Will Buy OppenheimerFunds for $5.7 Billion in All-Stock Deal".
  17. Patricia Clark (March 24, 2020). [https://www.thestreet.com/investing/invesco-unable-to-meet-margin-calls Invesco Mortgage Capital Warns It Can’t Fund Margin Calls], Yahoo Finance, accessed 24 March 2020
  18. (6 February 2025). "Top US asset managers face scrutiny from Republican state AGs over China funds". [[Reuters]].
  19. (23 February 2022). "Invesco Ltd. 2022 Annual Report (10-K)". [[United States Securities and Exchange Commission]].
  20. (26 January 2021). "Invesco Reports Results for the Three Months and Year Ended December 31, 2020". invesco.com.
  21. "Invesco Ltd. Announces January 31, 2019 Assets Under Management".
  22. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/cb51127d-8dd2-44ef-912c-d9ed1c019583.pdf Invesco 2015 Form 10-K Filing]
  23. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/6bd678c4-5175-4c03-bcaa-63857a14ab32.pdf Invesco 2014 Form 10-K Filing]
  24. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/02a2d00e-97be-4426-be90-62a377cefa51.pdf Invesco 2013 Form 10-K Filing]
  25. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/a43f1ace-c559-426a-b558-6eeb4094c624.pdf Invesco 2012 Form 10-K Filing]
  26. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/1c02febe-3530-461e-90ad-df1d70e660cd.pdf Invesco 2011 Form 10-K Filing]
  27. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/7009e45f-4eba-4ff4-aef4-a01a1b53dab3.pdf Invesco 2010 Form 10-K filing]
  28. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/d1aa6f08-622d-475b-85ee-e92f2bd259bb.pdf Invesco 2009 Form 10-K Filing]
  29. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/469f5e9d-2d29-41ab-b439-ddbfd7794a0e.pdf Invesco Form 2008 10-K Filing]
  30. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/1f5c39ed-3064-46be-8261-6e40e610c0b5.pdf Invesco 2007 Form 10-K Filing]
  31. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/83949984-349e-4a42-8a77-bc040d16dba7.pdf Invesco 2006 Form 20-F Filing]
  32. [https://d1lge852tjjqow.cloudfront.net/CIK-0000914208/e608bf3f-eca1-476c-a528-19cdf51adf16.pdf Invesco 2005 20-F Filing]

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companies-based-in-atlantaamerican-companies-established-in-1935financial-services-companies-established-in-1935investment-management-companies-of-the-united-statescompanies-formerly-listed-on-the-london-stock-exchangecompanies-listed-on-the-new-york-stock-exchangealternative-investment-management-companies1935-establishments-in-georgia-(u.s.-state)1988-mergers-and-acquisitionsasset-management-companies