Invesco

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.

History of Invesco

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.

Expanding across Asia-Pacific

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.

Invesco’s innovation and partnerships

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.

New moves in private credit

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.

Invesco products and services 

The company provides a broad selection of investment products and is known for its worldwide presence and diverse offerings:

Invesco US

• exchange-traded funds (ETFs): over 200 funds for market access
• mutual funds: active and passive funds across asset classes
• closed-end funds: access to municipal and corporate bonds
• unit trusts: fixed portfolios for simple diversification
• variable insurance funds: investment choices for insurance contracts
• money market and liquidity funds: prime, government, and municipal funds
• fixed income SMAs: managed accounts for high-net-worth clients
• private credit: lending solutions for institutional investors
• real estate investments: property-focused investment strategies
• custom portfolios: tailored solutions for specific client goals

Invesco QQQ

• Invesco QQQ ETF: tracks the Nasdaq-100 Index
• quarterly rebalancing: keeps holdings aligned with the index
• annual reconstitution: updates fund to match index changes

CollegeBound529

• year of enrollment portfolios: age-based, risk-adjusted savings options
• target risk portfolios: conservative to aggressive investment choices
• individual portfolios: equity, fixed income, and balanced funds
• education savings toolkit: planning tools for families and advisors
• state tax deduction guidance: helps maximize tax benefits
• college savings calculator: estimates future education costs
• Ugift and Upromise options: easy ways to add savings

The firm aims to help investors reach their goals with research-driven strategies and a broad product lineup.

Culture and corporate values

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:

• market-competitive compensation
• retirement savings plans
• employee stock purchase plans
• life insurance and income protection
• health and wellness programs
• family and partner medical coverage
• smart working policy
• holiday and paid time off
• professional development
• parental leave
• employee assistance program (EAP)
• service awards
• volunteer opportunities

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:

• Invesco Black Professionals Network
• Invesco Women’s Network
• Invesco Proud Network

These resource groups welcome all staff and reflect a range of backgrounds, experiences, and perspectives.

About CEO Andrew Schlossberg and key people

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:

• Stephanie C. Butcher is senior managing director and co-head of investments, leading global investment teams and strategies
• Tony L. Wong is senior managing director and co-head of investments, managing investment processes and portfolio performance
• Allison Dukes is senior managing director and CFO, directing financial planning and company reporting
• Terri C. Houghton is global chief of staff, supporting executive initiatives and business priorities
• Shannon Johnston is senior managing director and chief information and operations officer, overseeing technology and operational functions
• Jeffrey H. Kupor is senior managing director and general counsel, handling legal and regulatory matters for the firm

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.

The future at Invesco

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.