Invesco Ltd.

Invesco Ltd., a publicly traded investment management company, was founded in December 1935 and operates from its headquarters in Atlanta, Georgia, with an additional office in Hamilton, Bermuda. The firm provides a comprehensive range of investment solutions to a diverse global clientele, including retail investors, high-net-worth individuals, corporations, public and financial institutions, unions, non-profit organizations, endowments, foundations, pension funds, and sovereign wealth funds. Invesco's offerings encompass various investment vehicles, such as client-specific equity and fixed income portfolios, a broad array of mutual funds (covering equity, fixed income, commodities, multi-asset, and balanced strategies), exchange-traded funds (ETFs) focused on equity, fixed income, multi-asset, and balanced categories, and privately managed funds. The company strategically allocates capital across global public equity and fixed income markets. Within equities, it targets growth and value stocks across large, mid, and small market capitalizations. Its fixed income investments are extensive, spanning convertibles, government and municipal bonds, treasury securities, cash, short and intermediate-term bonds, investment-grade and high-yield debt, taxable and tax-free instruments, senior secured loans, and structured products like asset-backed, mortgage-backed, and commercial mortgage-backed securities. Invesco also explores alternative markets, including commodities and currencies. To guide its investment decisions, the firm employs sophisticated strategies such as absolute return, global macro, and long/short approaches, alongside rigorous quantitative analysis. Throughout its history, the company has been known by several names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.