IVZ Profile
Invesco Ltd., founded in 1935 and based in Atlanta, Georgia, is a publicly owned investment management firm. The company serves a diverse clientele, including retail and institutional clients, high-net-worth individuals, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. Invesco manages client-focused equity and fixed income portfolios, and also launches mutual funds, exchange-traded funds (ETFs), and private funds across various asset classes.
Invesco's investment portfolio is extensive, covering public equity and fixed income markets globally. For equities, it invests in growth and value stocks across large-cap, mid-cap, and small-cap companies. The fixed income portfolio includes convertibles, government and municipal bonds, treasury securities, cash, short and intermediate-term bonds, investment-grade and high-yield bonds, senior secured loans, and structured securities such as asset-backed, mortgage-backed, and commercial mortgage-backed securities. The firm also explores alternative markets like commodities and currencies, employing a variety of investment strategies including absolute return, global macro, and long/short strategies, along with quantitative analysis.
The firm's oferings include separate client-focused portfolios and a variety of mutual and exchange-traded funds in equity, fixed income, commodity, multi-asset, and balanced formats. With a global presence and an additional office in Hamilton, Bermuda, Invesco leverages its extensive expertise and diverse investment strategies to meet the varied needs of its clients, maintaining a strong reputation in the financial services industry. Over the years, Invesco has operated under several names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco MIM, and H. Lotery & Co. Ltd.
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