COMPANIES

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.

Displaying 712 results
RIA NEWS JUN 04, 2010
Time is right to invest in sectors that do well as interest rates rise

With interest rates at historic lows and no place to go but up, it behooves investors to have a strategy in place ahead of a rate hike cycle that is likely to begin this year.

MUTUAL FUNDS MAY 30, 2010
Invesco to overhaul sales force, restructure around advisory channels

Invesco will reorganize — and reduce — its combined sales force when it takes over Van Kampen Funds Inc., the $119 billion retail money management unit it acquired last October from Morgan Stanley for $1.5 billion.

MUTUAL FUNDS MAY 30, 2010
Invesco Aim to lose Aim in name

Invesco Ltd. is changing the name of its Invesco Aim unit to Invesco, and its AIM Funds to Invesco Funds, according to an executive at the investment firm.

MUTUAL FUNDS MAY 30, 2010
Invesco to shrink fund roster after Van Kampen closing

Invesco Ltd. anticipates having a total of 130 mutual funds after it completes the integration of the Van Kampen Funds with its Invesco AIM funds in 2011.

RIA NEWS MAY 23, 2010
WealthTrust founder relinquishes CEO post

Rush “Rusty” Benton, who founded WealthTrust LLC in 1997 to buy majority stakes in independent wealth management firms, is stepping down as chief executive of the company and will assume the new role of chairman, he said Thursday.

WealthTrust founder Rusty Benton relinquishes CEO post

Rush “Rusty” Benton, who founded WealthTrust LLC in 1997 to buy majority stakes in independent wealth management firms, is stepping down as chief executive officer of the company and will assume the new role of chairman, he said Thursday.

RIA NEWS MAY 16, 2010
An optimistic view of the dollar

The following is an edited transcript of a webcast held April 20 in New York.

FIXED INCOME MAY 05, 2010
Mohamed El-Erian and Dan Fuss: Greek crisis is going global

Pacific Investment Management Co.'s Mohamed El-Erian and Loomis Sayles & Co.'s Dan Fuss said the European debt crisis may spread across the globe because of investor concern that governments have borrowed too much to revive their economies.

Latest mutual fund frenzy? Interest-rate hedges
RIA NEWS APR 29, 2010
Latest mutual fund frenzy? Interest-rate hedges

Retail investors are flocking to new funds from BlackRock, Goldman Sachs and others that offer some protection against rising rates.

MUTUAL FUNDS APR 27, 2010
Lock 'n' load: Taking target funds tactical

A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.

FINTECH APR 21, 2010
Chart: 10 fund companies that have made $12B from the Ipad

Apple Inc.'s introduction of the IPad help boost the investment value for its top 20 owners by as much as $16.9 billion since the day before Chief Executive Officer Steve Jobs unveiled the device.

ETFS APR 07, 2010
Invesco launches first ETF targeting closed-end-fund index

Invesco PowerShares Capital Management LLC today unveiled the first exchange-traded fund to invest in an index of closed-end funds.

MUTUAL FUNDS MAR 28, 2010
A changing landscape

The mutual fund industry has long been dominated by a handful of companies, but continuing fallout from the recent market downturn and other structural factors have created opportunities for nimbler, smaller companies to gain more business.

MUTUAL FUNDS MAR 19, 2010
Straight from the CEO: What Invesco plans to do with Van Kampen

Invesco Ltd. is likely to keep intact most of the Morgan Stanley/Van Kampen operations <a href= http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20091019/FREE/910199972/1022/ONLINENEWS >which it said last night that it will acquire for $1.5 billion</a> &#8212; although some changes to the $119 billion retail money management business it's buying are expected &#8212; Martin Flanagan, president and chief executive of Invesco, said in an interview with InvestmentNews.