Invesco

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Invesco was created 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 PLC, moved its primary stock market listing from the London Stock Exchange to the NYSE and became domiciled in Bermuda, adopting the name Invesco Ltd. As a result, the company's shares were withdrawn from the FTSE 100 Index and added to the Russell 1000 Index. In November 2007, Invesco moved its headquarters from London to Atlanta.Invesco planned to list the PowerShares Global Progressive Transportation Portfolio . 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 of $778.7 billionIn 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. The company also announced they would delay dividend payments.

Helping investors worldwide achieve their financial objectives.