Invesco Asset Management Ltd.

RIASEC RegisteredEst. 1995

Total AUM

$188B

Discretionary

$188B

100% of AUM

Avg account

$889M

Accounts

211

Employees

930

Advisory reps

Firm details

Headquarters: Henleyonthames,
CRD number: 109985
Registered since: October 5, 1995
Website: www.invesco.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles79.14%
Other Investment Advisers6.93%
State / Municipal Government6.12%
Pension & Profit Sharing Plans3.94%
Investment Companies2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Asset Management Ltd. is a corporation focused on institutional clients and classified as a multifaceted fund manager with hedge fund and real estate fund activity. The firm provides portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm is identified as an active ESG investor and maintains a range of business roles beyond advisory work, including broker-dealer activity, commodity pool/CTA roles, trust company functions, and sponsor or general partner duties for pooled vehicles.