Company Description
Invesco Ltd. (NYSE: IVZ) is described in its public communications as one of the world’s leading asset management firms. The company serves clients in more than 120 countries and reports assets under management measured in the trillions of US dollars. Invesco positions itself as a global asset manager with scale, offering investment capabilities across public and private markets and across active and passive strategies.
Global asset management focus
According to multiple Invesco press releases, the firm delivers a range of investment capabilities described as active, passive and alternative. These capabilities span traditional public markets as well as private markets and alternatives. Invesco emphasizes that its global scale and breadth of solutions are intended to support both retail and institutional investors as they navigate market challenges and seek new investment possibilities.
Invesco’s communications highlight that the firm has thousands of employees worldwide, with client relationships extending across more than 120 countries. The company notes that it manages assets for U.S. wealth clients, retirement plans and institutional investors, and that it has long-standing experience in areas such as private real estate and private credit, as stated in its announcement of a strategic partnership with LGT Capital Partners.
Investment capabilities and product breadth
Invesco describes its investment platform as covering public, private, active and passive strategies. Its public disclosures reference capabilities in equity, fixed income, alternatives, money market and multi-asset approaches through various press releases and assets under management updates. The firm also highlights its role in exchange-traded products (ETPs) and exchange-traded funds (ETFs), including Invesco QQQ and a suite of digital asset ETPs developed with partners.
Invesco is identified in its own materials as a leading global provider of exchange-traded products. It has launched products such as the Invesco Galaxy Solana ETP (QSOL), the Invesco Galaxy Bitcoin ETP (BTCO) and the Invesco Galaxy Ethereum ETP (QETH) in partnership with Galaxy Asset Management. The company also states that Invesco QQQ is one of the largest and most recognizable ETFs that track the Nasdaq-100 Index, and it has modernized QQQ’s structure from a unit investment trust ETF to an open-end fund ETF.
Client segments and distribution
Invesco’s press releases indicate that it works with a broad set of client types, including retail investors, institutional investors, U.S. wealth clients, and retirement plans. The firm notes that it is a significant provider in defined contribution retirement plans through stable value offerings, and that it manages more than a hundred billion dollars in global private markets and alternatives. In its partnership announcement with LGT Capital Partners, Invesco highlights a focus on U.S. wealth and retirement channels for multi-alternative private markets solutions.
The company also maintains relationships with other asset managers and financial institutions. For example, Invesco entered into a strategic partnership with CI Global Asset Management in connection with the sale of management agreements for its Canadian fund business, while continuing to provide portfolio management services to certain Canadian funds through sub-advisory arrangements. This reflects Invesco’s use of partnerships to extend distribution and maintain investment management roles in specific markets.
Geographic footprint and corporate structure
Invesco Ltd. is incorporated in Bermuda, as disclosed in its Form 8-K filings. The company’s principal executive offices are located in Atlanta, Georgia, as indicated in its SEC reports. From this base, Invesco manages a global business that serves clients across North America and other regions. The firm’s communications repeatedly reference its presence in more than 120 countries, underscoring its international reach.
Invesco’s regulatory filings show that its securities, including certain senior notes and its common shares, have been listed on the New York Stock Exchange. A Form 25 filing by the New York Stock Exchange in January 2026 relates to the removal from listing and registration of a specific class of Invesco’s 3.750% Senior Notes due 2026, illustrating the firm’s use of public debt securities as part of its capital structure.
Strategic partnerships and innovation themes
Invesco’s public statements emphasize collaboration and partnerships as part of its strategy. The firm has announced a strategic partnership with LGT Capital Partners to develop multi-alternative private markets solutions, initially focused on the U.S. wealth and retirement markets. It has also formed a partnership with Galaxy Asset Management to build a suite of digital asset ETPs, including products that provide exposure to bitcoin, ethereum and Solana.
Invesco’s communications around these partnerships highlight themes of expanding access to private markets, digital assets and next-generation investment strategies. The company presents these initiatives as ways to broaden investor access to asset classes that have historically been more limited to institutional allocators, and to respond to evolving investor preferences in areas such as cryptocurrencies and private credit.
Research and market insights
Beyond managing assets, Invesco publishes investment outlooks and market commentary. For example, the firm released a 2026 Investment Outlook titled “Resilience and Rebalancing,” which discusses expectations for global markets, interest rates and asset class implications. In this outlook, Invesco’s Strategy & Insights group addresses themes such as resilient economies, private credit, emerging markets, currency trends and the role of artificial intelligence-related equity exposures.
These publications are framed as general information and explicitly not as individualized investment advice. Invesco’s materials repeatedly remind readers that all investing involves risk, that past performance does not guarantee future results, and that investors should consult financial professionals before making investment decisions.
Regulatory reporting and transparency
Invesco files periodic reports and current reports with the U.S. Securities and Exchange Commission. Recent Form 8-K filings have covered topics such as preliminary monthly assets under management, quarterly financial results and material agreements, including a Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company. These filings provide additional detail on the firm’s capital management, shareholder relationships and financial reporting.
The company’s recurring Form 8-K disclosures about monthly assets under management demonstrate a practice of providing regular AUM updates to the market. These reports break down total AUM and various strategy categories, and they distinguish between long-term flows, non-management fee earning flows and money market flows.
Relationship with affiliated entities
Invesco Ltd. also appears as the parent of specialized entities that operate in related segments. For example, Invesco Mortgage Capital Inc., a real estate investment trust focused on mortgage-backed securities and other mortgage-related assets, is externally managed and advised by Invesco Advisers, Inc., a subsidiary of Invesco Ltd. This illustrates how Invesco’s advisory capabilities extend into real estate and mortgage capital markets through affiliated structures.
Risk disclosures and investor considerations
Invesco’s public materials contain extensive risk disclosures. These include general investment risks, as well as specific risks related to ETFs, digital assets, private credit, emerging markets, China, fixed income and sector-focused strategies. The firm notes that its products are not deposits, are not insured by the FDIC or any federal government agency, may lose value and are not guaranteed by banks.
Across its communications, Invesco underscores that its information is intended for informational purposes only and does not constitute investment, tax, legal or accounting advice. The company encourages investors to review prospectuses and other offering documents carefully and to seek professional advice to determine the suitability of any investment.