Invesco Ltd. Overview

Invesco Ltd. is an investment advisor that manages 430.5 BN dollars in regulatory AUM and has 2729 employees, of which 475 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 250BN in positions, representing 58% of the manager's regulatory AUM.

Invesco Ltd. StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

Invesco Ltd. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.1% Tech -1.28% -0.05% 1 42%
MSFT 2% Tech 7.26% 0.13% 2 36%
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Invesco Ltd. Founders and Key Employees

Name Title In Position Since
Jeffrey H. Kupor Senior Vice President And Secretary January-2010
Todd L. Spillane Chief Compliance Officer And Sr. Vp May-2006
Kevin M. Carome Director January-2010
Loren M. Starr Director January-2010
Philip Taylor Director, Co-President, Co-Chief Executive Officer & Co-Chairman January-2010
Michael K. Cronin Senior Vice President January-2010
Karen D. Kelley Director, Co-President, Co-Chief Executive Officer, Co-Chairman March-2013
Leslie A. Schmidt Senior Vice President January-2010
Andrew R. Schlossberg Senior Vice President January-2010
Gary K. Wendler Senior Vice President January-2010
John M. Zerr Senior Vice President January-2010
David C. Warren Senior Vice President January-2010
Sheri S. Morris Vice President December-2009
Roderick G. Ellis Treasurer And Chief Accounting Officer May-2011
Eric P. Johnson Senior Vice President May-2011
Gregory G. Mcgreevey Senior Vice President January-2012
Crissie M. Wisdom Anti-Money Laundering Compliance Officer April-2013
Wilbur L. Ross Senior Vice President February-2011
Richard S. Dennis Senior Vice President April-2013
Colin Meadows Director October-2014
Mark W. Gregson Controller March-2015
Jeffrey H. Kupor Senior Vice President And Secretary January-2010
Todd L. Spillane Chief Compliance Officer And Sr. Vp May-2006
Kevin M. Carome Director January-2010
Loren M. Starr Director January-2010
Philip Taylor Director, Co-President, Co-Chief Executive Officer & Co-Chairman January-2010
Michael K. Cronin Senior Vice President January-2010
Karen D. Kelley Director, Co-President, Co-Chief Executive Officer, Co-Chairman March-2013
Leslie A. Schmidt Senior Vice President January-2010
Andrew R. Schlossberg Senior Vice President January-2010
Gary K. Wendler Senior Vice President January-2010
John M. Zerr Senior Vice President January-2010
David C. Warren Senior Vice President January-2010
Sheri S. Morris Vice President December-2009
Roderick G. Ellis Treasurer And Chief Accounting Officer May-2011
Eric P. Johnson Senior Vice President May-2011
Gregory G. Mcgreevey Senior Vice President January-2012
Crissie M. Wisdom Anti-Money Laundering Compliance Officer April-2013
Wilbur L. Ross Senior Vice President February-2011
Richard S. Dennis Senior Vice President April-2013
Colin Meadows Director October-2014
Mark W. Gregson Controller March-2015

Invesco Ltd. Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Invesco Ltd. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Invesco Advisers’ analytical methods may include fundamental analysis, charting, technical analysis and cyclical analysis.



Investment Strategies

Invesco has organized its investment capabilities in distinctive investment teams, each of them specializing in a particular style or asset class. Each investment team has developed an investment philosophy that is most appropriate for the asset class or style in which it specializes. The table below gives an overview of Invesco Advisers’, its affiliated investment advisers, and their locations:



Investment center Investment focus Location(s)
Invesco Fixed Income • Global liquidity
• Stable value
• Global and US
broad fixed income
• Global alternatives/bank loans
Atlanta, Chicago, Hong...
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Invesco Ltd. Portfolio Concentration

Invesco Ltd. Location

1555 PEACHTREE STREET, N.E.
ATLANTA, Georgia
UNITED STATES, 30309

Invesco Ltd. Contact Information

Phone Number: 404-892-0896
Fax Number: 404-962-8357
Website:

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