EXECUTIVE OVERVIEW & PHILOSOPHY
Executive Overview: The Invesco Global
Platform
Invesco Ltd. stands as a global leader in the asset management industry, managing over
$1.5 trillion in assets for a diverse client base including individual investors, financial
advisors, and institutional entities. Headquartered in Atlanta with a presence in over 20
countries, Invesco’s philosophy is rooted in the belief that an investment manager should
provide a comprehensive range of capabilities to help investors achieve their long-term
financial objectives.
The firm’s evolution is characterized by a strategic expansion from traditional active
management into a powerhouse of passive, factor, and alternative investment solutions.
By integrating high-conviction active strategies with the precision of rules-based ETFs and
the flexibility of custom model portfolios, Invesco offers a multi-dimensional approach to
wealth creation and preservation.
Today, Invesco is synonymous with innovation, particularly through its stewardship of the
Invesco QQQ Trust, one of the world's most recognized and liquid exchange-traded funds.
This commitment to 'Greater Possibilities' is reflected in their advisor-centric model, where
technology and research are democratized to build more resilient portfolios.
THE INVESCO INVESTMENT PHILOSOPHY
Invesco’s investment culture is defined by four core pillars: specialized investment teams, a
shared commitment to excellence, a focus on long-term outcomes, and a belief in the
power of collaboration. This philosophy ensures that while investment teams maintain
their unique processes and autonomy, they are supported by a world-class global
infrastructure.
"QQQ represents a legacy of access, allowing retail and institutional
investors alike to participate in the growth of the companies that define our
digital and physical infrastructure."
Invesco Institutional Strategy Portfolio | Page 1
