Invesco Business Summary

Invesco Ltd. (IVZ) is a global independent investment management firm that generates revenue primarily through asset-based management fees, service fees, and performance-linked incentives. As of February 2026, the company manages approximately $2.23 trillion in assets under management (AUM), diversified across primary business segments including ETFs & Index Strategies—anchored by the flagship Invesco QQQ Trust—Fundamental Fixed Income, Fundamental Equities, Private Markets, and Global Liquidity. Its client base is strategically split between retail (70%) and institutional (30%) investors, with a significant geographical footprint spanning the Americas, EMEA, and APAC regions. Invesco maintains a formidable market position as the third-largest provider of US-listed ETFs, competing directly with industry giants such as BlackRock, Vanguard, Fidelity Investments, and Franklin Resources by leveraging its specialized "high-conviction" active strategies and extensive passive product suite. The firm’s modern iteration was shaped by Charles Brady in 1978, though its institutional roots trace back to Charles Dexter McCoy’s 1935 founding of Investment Counsel, Inc. Today, Invesco is led by President and CEO Andrew R. Schlossberg, a 25-year company veteran who previously directed the firm’s Americas and EMEA divisions. The executive leadership team includes Senior Managing Director and CFO L. Allison Dukes, formerly the CFO of SunTrust Banks, and Shannon Johnston, who serves as Senior Managing Director and Chief Information and Operations Officer following the 2025 departure of former tech lead Donie Lochan. Global investment strategy is co-managed by Stephanie Butcher and Tony Wong. The company’s board is chaired by G. Richard Wagoner Jr., former CEO of General Motors, and features notable institutional backing from Massachusetts Mutual Life Insurance Co. (MassMutual), which maintains an approximate 18% stake, alongside significant positions held by Trian Fund Management’s Nelson Peltz.