INVESCO CAPITAL MANAGEMENT LLC

Overview

Invesco Capital Management LLC operates as a large institutional manager with a heavy tilt toward liquid, exchange-listed investments while also managing pooled vehicles and commodity programs. The firm acts as portfolio manager for investment companies, pooled investment vehicles and institutional accounts, and is active as a CPO/CTA, which signals the use of commodity strategies and futures-based exposure in some mandates. Invesco Capital Management LLC identifies as an active ESG investor, and that orientation shows up in public equity and ETF allocations as well as in screening and portfolio-construction choices for institutional clients. The firm’s client base is institutional and its fee model includes percentage-of-AUM arrangements alongside other fee structures. Given its role as sponsor and manager of pooled vehicles and its listed industry affiliations, Invesco Capital Management LLC blends discretionary portfolio management with programmatic commodity and derivatives activity to deliver both core equity exposure and specialized strategies for institutions.

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Public Holdings

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Location & Offices