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 03/31/23. The fund's latest filing disclosed 357BN in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/23. The fund's latest filing disclosed 357BN in positions, representing 83% of the manager's regulatory AUM.
Invesco Ltd. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
Invesco Ltd. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.81% | Tech | 12.17% | 0.11% | 1 | 53% | ||
| AAPL | 2.26% | Tech | 7.98% | -0.01% | 1 | 45% | ||
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FEATURED IN
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 |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
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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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...
Unlock Full Investment Process Description
Invesco Ltd. Portfolio Concentration
Invesco Ltd. Location
1555 PEACHTREE STREET, N.E.
ATLANTA, Georgia
UNITED STATES, 30309
ATLANTA, Georgia
UNITED STATES, 30309
Invesco Ltd. Contact Information
Phone Number: 404-892-0896
Fax Number: 404-962-8357
Website: http://www.invesco.com
Fax Number: 404-962-8357
Website: http://www.invesco.com
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