Office address: 1331 Spring St NW, Atlanta, GA 30309
Website: invesco.com
Year established: 1935
Company type: financial services
Employees: 8,500+
Expertise: asset management, exchange-traded funds, mutual funds, private credit, real estate, fixed income, money market funds, retirement solutions, college savings, custom portfolios
Parent company: N/A
Key people: Andrew Schlossberg (CEO), Stephanie Butcher and Tony Wong (co-head of investments), Allison Dukes (CFO), Terri Houghton (global CoS), Shannon Johnston (chief information and operations officer), Jeffrey Kupor (general counsel)
Financing status: corporation
Invesco is an Atlanta-based independent investment firm with over $2.1 trillion in AUM. The firm provides investment options such as ETFs, mutual funds, private credit, and education savings to retail and institutional clients. It has a presence in more than 20 countries and clients in more than 120 countries.
Invesco began in 1935 in Atlanta, Georgia, and has developed into a worldwide investment company. The firm is listed on the New York Stock Exchange under the symbol IVZ.
The company has been active in Asia-Pacific since 1962. It has built a strong regional presence with 13 offices in eight key markets. In China, the firm works through a joint venture called Invesco Great Wall, which helps reach even more investors.
The company has always looked for ways to improve its services for clients. In 2024, the firm partnered with Vestmark to offer greater portfolio personalization and tax management for financial advisors.
This partnership brought new technology to help advisors create tax-efficient, customized portfolios for their clients. This makes it easier to transition legacy investments and diversify holdings.
In 2025, Invesco joined forces with Barings, the asset management arm of MassMutual, to expand private credit offerings for retail investors. This partnership combined Barings’ fixed income expertise with Invesco’s US wealth distribution network.
MassMutual, the company’s largest shareholder, committed $650 million to support this effort and aimed to deliver new income solutions for US investors. The firm continues to grow by building strong partnerships and delivering a wide range of investment solutions.
The company provides a broad selection of investment products and is known for its worldwide presence and diverse offerings:
The firm aims to help investors reach their goals with research-driven strategies and a broad product lineup.
According to Invesco, everyone is encouraged to lead and work as one team. The firm also highlights a culture where employees can do their best work and support each other, which connects to a range of benefits:
It also reports that it aims to create a workplace where all employees feel included and valued. The company backs employee-led groups such as:
These resource groups welcome all staff and reflect a range of backgrounds, experiences, and perspectives.
Andrew R. Schlossberg is the president and CEO of Invesco and serves on the board. Before this, Schlossberg led the Americas market and also managed Europe, Middle East, and Africa. He joined the firm in 2001 and holds degrees from the University of Delaware and Northwestern University.
The executive leadership team oversees the firm's strategy, operations, and client solutions across global markets:
This leadership group guides Invesco’s focus on delivering new opportunities for clients. Their combined experience helps the firm adapt and grow in global markets.
Invesco, through senior portfolio manager Kristina Campmany, increased short positions against the dollar as new US tariffs were set to launch in 2025. The firm’s fund manager aimed to shield client portfolios from possible losses tied to changing trade policies. This action highlighted the company’s focus on risk management and adapting strategies for clients as global markets shifted.
The company also agreed to sell intelliflo and spin off RedBlack, focusing both companies on their core markets. By making this move, the firm is sharpening its focus on wealth advisor relationships and supporting clients through ongoing partnerships. This decision allows it to concentrate on its main business while still connecting with technology providers that serve financial advisors.
The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.
The many new ESG funds being launched threaten to test the limits of investor demand.
The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
Unlike Bitcoin ETF applications that the regulator has previously blocked, the proposals by ProShares and Invesco are based on futures contracts, and the SEC isn't likely to block them from starting to trade next week.
The applications the SEC will consider, for ETFs that hold Bitcoin futures, all follow a format that SEC Chair Gary Gensler has indicated could be received favorably by the regulator.
BondBloxx, founded by a group of former BlackRock executives, will offer fixed-income exchange-traded funds that target specific industry sectors.
The two exchange-traded funds focused on digital assets and blockchain are being offered in partnership with Galaxy Digital Holdings.
With the work-from-home era fueling a boom in electronic trading, the majority of investors in a $31 trillion community say they now deploy factor strategies in bond portfolios.
The greenwashing trend is raising eyebrows among advisers who wonder whether firms are just jumping on the ESG bandwagon.
The deal would be a big one, given that State Street Global Advisors, the bank's asset management unit, has about $4 trillion in assets.
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
Adapting to the changing climate also includes taking into account advances in technology, such as in medicine, energy, transportation, space travel, artificial intelligence and computing. We need to analyze our current investments and consider updating our portfolios.
The average account balance was more than $348,000, up from nearly $287,000 a year prior, according to a new study. Brokerage accounts are favored by investors who want to be more active in managing their retirement assets.
One big basket of shares can easily look a lot like the next. But a catchy or memorable moniker can help a fund stand out.
