Invesco

Overview

Invesco provides an extensive range of Investment Management Services globally for retail and institutional clients. By helping to build portfolios through innovative approaches and putting clients’ needs first, Invesco has established a reputation as one of the world’s leading asset managers. The Investment Management Products that Invesco offers include Mutual Funds, ETFs, and Alternative Investments across multiple markets with each type providing diversified and transparent Investment solutions that are based on extensive research and cutting-edge Technology.

Background

Founded in 1935, Invesco has grown to become one of the leading international Asset Management Companies due to its strategic acquisitions and continuous Innovation. In addition, Invesco has been able to maintain its competitive edge in the market and respond quickly to the ever-changing needs of today’s Investor through its long history of operating in the Investment Management Industry, global presence, and utilization of Data Analytics.

Features & Products

Investment Products

Invesco provides a range of actively managed Mutual Funds, Exchange-Traded Funds (ETFs), Fixed Income (FI) solutions, and Alternative Investments (e.g., Real Estate, Private Equity) that allow Investors to develop diversified investment portfolios tailored to their individual risk tolerances.

Custom Solutions

Institutional Clients receive customized Asset Allocation Strategies, Risk Management Solutions, and Portfolio Construction Solutions from Invesco’s Global Research Teams.

Technology & Research

Invesco utilizes Advanced Analytics, Quantitative Modelling and Comprehensive Market Research to provide Clients with greater Transparency, as well as to help them make better-informed Portfolio Decisions.

Licensing & Regulatory Oversight

Delivery Method & Technology

While Invesco is not a trading platform in the traditional sense, Invesco Clients Benefit by having access to their data through Broker and Advisory Platforms. In addition, Clients can take advantage of Invesco’s real-time Data, Analytics, and Reporting Infrastructure.

Service Features and Options

Feature Description Details

Multi-Channel Access Invesco provides Clients with Multi-Channel Access via Third-Party Brokers and Advisory Platforms.

Data Analytics Invesco provides Clients with Advanced Portfolio Analytics, Real-Time Tracking and Risk Analysis.

Mobile Access Responsive Mobile Platforms provide Clients’ Real-Time Portfolio Access via Smartphones and Tablets.

Order Execution All Order Execution is done through Partner Brokers. Invesco provides Clients with fast and efficient execution services at competitive prices.

Fee Schedule

Fee Type Description Typical Fee Range

Management Fee Annual AUM-Based Fee 0.50% - 1.25%

Performance Fee On Selected Alternative Strategies 10%-20% of Bottom Line Profits

Deposit Fees Funds Deposited Typically no fee

Withdrawal Fees Funds Redeemed Varies and usually no fees

Commission Charged through specific Advisory Platforms Based on Intermediary

User Experience and Reputation

Invesco has received high marks from Clients for its transparency, research capabilities, and responsive client support. Invesco’s Global Reach and Diverse Product Offerings Appeal to both Retail Clients and Institutional Investor’s alike. The Increased Availability of Digital Tools and Educational Resources further enhance the User Experience and Satisfaction of the Firm’s Clients.

Recent Developments

Invesco has successfully expanded into the area of Sustainable Investing and offers a number of Thematic ETF products while simultaneously continuing to enhance its technology-enabled Digital Transformation initiatives to create more Efficient and Engaged Organizations. Additionally, Invesco Strengthens its Global Position and Growth Potential through Strategic Partnerships and Acquisitions.

Conclusion

Invesco continues to be a Leading Global Asset Management Firm with a Long History, Sound Regulatory Framework, and Diverse Range of Investment Management Products. Its Focus on the Utilization of Technology, Innovation, Client Need Solutions, and Investment Products Provides a Strong Foundation for Continued Success in the Future.