Invesco
Corporate brand
UnclaimedA global investment management company offering mutual funds, exchange-traded funds, index products, alternatives, and institutional investment solutions.
Last updated August 27, 2026
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Overview
Invesco Ltd. is a global investment management company organized in Bermuda and headquartered in Atlanta, Georgia. The firm serves retail, institutional, retirement, financial-adviser, and other professional-investor clients across approximately 120 countries. Its business spans actively managed and index-based investment products, exchange-traded funds, mutual funds, separately managed accounts, money-market and liquidity strategies, private credit, real estate, and other alternative investments. The company traces its roots to H. Lotery & Co., a United Kingdom advisory business established in 1935. Its modern corporate development began after Citizens & Southern National Bank sold its money-management operations, then known as INVESCO, in 1978 to Charles Brady and eight partners. The business later expanded through ownership changes, a 1995 public offering, and the 1997 acquisition of AIM Management Group. That transaction led to the name Amvescap, which was used until the company returned to the Invesco name in 2007. Invesco has built a particularly strong position in exchange-traded products. Its acquisition of PowerShares in 2006 expanded its ETF platform, and the purchase of Guggenheim Partners' ETF business in 2017 further increased its scale. Invesco QQQ, launched in 1999, became one of the firm's best-known offerings and is designed to track the Nasdaq-100 Index. The firm also operates broad-market, factor, sector, fixed-income, commodity, and thematic ETF strategies. In 2018, the company retired several legacy product brands, including PowerShares, Perpetual, and Trimark, consolidating them under Invesco. The company's scope also grew through acquisitions in traditional asset management, alternatives, financial technology, and distribution. Important transactions included the purchase of Perpetual in 2000, WL Ross & Co. in 2006, Van Kampen Investments and Morgan Stanley's retail investment business in 2009, Intelliflo in 2018, and OppenheimerFunds in 2019. The OppenheimerFunds transaction significantly broadened Invesco's actively managed product range and distribution relationships. As reported for December 31, 2025, Invesco had approximately $2.2 trillion in assets under management. The reported total included about $407 billion in Invesco QQQ, $630 billion in other exchange-traded and index funds, $311 billion in actively managed fixed-income accounts, $298 billion in actively managed equity accounts, $130 billion in private-credit and real-estate investments, $132 billion in the Invesco Great Wall joint venture in China, $189 billion in global-liquidity and money-market funds, and $69 billion in other account types. Retail clients represented approximately $1.5 trillion of the reported assets and institutional clients approximately $0.7 trillion. Invesco's positioning combines broad global distribution with specialist investment capabilities. It competes across both active and passive markets, using scale in ETFs and index products alongside capabilities in equities, fixed income, alternatives, liquidity management, retirement, and adviser technology. The company remains listed on the New York Stock Exchange under the symbol IVZ.
History
Invesco's roots reach back to H. Lotery & Co. Ltd., a United Kingdom advisory firm formed in 1935. The corporate lineage that became the modern Invesco developed more directly from the money-management operations of Citizens & Southern National Bank. In 1978, those operations, then known as INVESCO, were sold to Charles Brady and eight partners for $230,000. The business entered a period of ownership expansion in the 1980s. Britannia Arrow acquired a 45 percent stake in November 1986 for £47 million and purchased the remaining interest in November 1988 for £75 million. During the late 1980s and early 1990s, attempts to apply INVESCO's quantitative investment methods to the United Kingdom equity market were unsuccessful. Investment performance suffered during the early-1990s recession, contributing to client losses. In August 1995, the company became publicly traded through an initial public offering. A. D. Frazier served as chief executive from 1996 to 2001. In 1997, the company acquired AIM Management Group and adopted the corporate name Amvescap. The acquisition broadened the organization's North American investment operations and created a platform that combined the INVESCO and AIM businesses. The company expanded its product and geographic footprint during the next decade. It launched the Invesco QQQ exchange-traded fund in March 1999. In 2000, it acquired Perpetual, a British investment manager founded in 1973 by Martyn Arbib. The British business operated as Invesco Perpetual, and Neil Woodford, who had been associated with Perpetual as a prominent income manager, remained with the organization until 2013. In October 2004, Invesco agreed to a $450 million settlement with the attorneys general of New York and Colorado and the U.S. Securities and Exchange Commission. The settlement followed allegations that more than 40 individuals and entities had been permitted to conduct market-timing transactions in mutual funds managed by Invesco in exchange for advisory fees. This remains a significant regulatory and reputational event in the company's history. Invesco continued to build its alternatives and exchange-traded product capabilities. It agreed to acquire WL Ross & Co. in 2006, with an initial payment of $100 million and potential earn-outs bringing the reported possible consideration to $375 million. That year it also acquired PowerShares Capital Management, adding an ETF platform with 36 sponsored funds and approximately $6.3 billion in assets under management. In May 2007, the company returned to the Invesco name and moved its legal domicile to Bermuda. In November of that year, its principal office moved from London to Atlanta. The U.S. mutual-fund business was renamed Invesco Aim in 2008 and dropped the Aim designation in 2010. In 2009, Invesco acquired Morgan Stanley's retail investment business, including Van Kampen Investments, for approximately $1.5 billion. The company later simplified its brand architecture and increased its ETF scale. In 2017, it agreed to acquire Guggenheim Partners' ETF business for approximately $1.2 billion in cash. In 2018, it retired the Perpetual, PowerShares, and Trimark brands and consolidated them under Invesco. It also acquired Intelliflo, a technology platform for financial advisers. In 2019, Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company in a stock transaction valued at approximately $5.7 billion, expanding its active-management capabilities and distribution network. Invesco also announced a $70 million investment and the creation of 500 jobs as part of the relocation of its Atlanta headquarters to Midtown Union. In 2025, it sold Intelliflo to affiliates of The Carlyle Group for up to $200 million. In 2026, it sold its Canadian investment-fund business to CI Financial. By December 31, 2025, Invesco reported approximately $2.2 trillion in assets under management. Its reported mix included ETF and index assets, actively managed equity and fixed-income accounts, private credit and real estate, money-market and liquidity products, and its Invesco Great Wall joint venture in China. The firm served both retail and institutional clients and remained a publicly listed investment manager under the IVZ ticker.
- 2026
Canadian investment-fund business is sold
[1]Invesco sells its Canadian investment-fund business to CI Financial.
- 2025
Intelliflo is sold
[1]Invesco sells Intelliflo to affiliates of The Carlyle Group for consideration of up to $200 million.
- 2019
OppenheimerFunds is acquired
[1]Invesco acquires OppenheimerFunds from Massachusetts Mutual Life Insurance Company in a stock transaction valued at approximately $5.7 billion.
- 2018
Legacy brands are consolidated
[1]Invesco retires the Perpetual, PowerShares, and Trimark brands and adopts a more unified Invesco brand structure.
- 2017
Guggenheim ETF business is acquired
[1]Invesco agrees to purchase Guggenheim Partners' ETF business for approximately $1.2 billion in cash.
- 2009
Van Kampen is acquired
[1]Invesco acquires Morgan Stanley's retail investment business, including Van Kampen Investments.
- 2007
The Invesco name returns
[1]The company changes its name from Amvescap back to Invesco, moves its domicile to Bermuda, and later relocates its principal office from London to Atlanta.
- 2006
WL Ross and PowerShares transactions
[1]Invesco agrees to acquire WL Ross & Co. and acquires PowerShares Capital Management, strengthening its alternatives and ETF businesses.
- 2004
Market-timing settlement
[1]Invesco agrees to a $450 million settlement with state attorneys general and the SEC over alleged improper market-timing arrangements in mutual funds.
- 2000
Perpetual is acquired
[1]Amvescap acquires British investment manager Perpetual and operates the business as Invesco Perpetual.
Products and positioning
A diversified global asset manager combining active investment expertise, large-scale ETF and index capabilities, alternatives, liquidity management, and solutions for retail and institutional investors.
Exchange-traded fund · 1999
Invesco QQQ
Launched in 1999, Invesco QQQ is an exchange-traded fund designed to track the Nasdaq-100 Index. It is one of Invesco's best-known products and provides investors with exposure to large non-financial companies listed on the Nasdaq exchange. The fund is a central part of Invesco's ETF identity and represented approximately $407 billion in reported assets as of December 31, 2025.
Exchange-traded fund
Invesco S&P 500 Equal Weight ETF
An index-based exchange-traded offering that gives broadly diversified exposure to S&P 500 constituents while using an equal-weighting approach rather than weighting holdings primarily by market capitalization. It represents Invesco's range of factor-oriented and alternative index implementations.
ETF and index platform
Invesco exchange-traded funds and index funds
Invesco offers a broad ETF and index-fund platform covering equity, fixed income, commodities, sectors, factors, themes, and broad market exposures. The business expanded substantially through the acquisitions of PowerShares in 2006 and Guggenheim Partners' ETF business in 2017. As of December 31, 2025, the company reported $630 billion in other ETF and index-fund assets in addition to Invesco QQQ.
Mutual funds
Invesco mutual funds
The mutual-fund business includes actively managed and index-oriented strategies for retail investors, advisers, retirement plans, and institutions. Its capabilities cover equities, fixed income, balanced portfolios, liquidity, and other asset classes. The platform was enlarged through the acquisitions of AIM Management Group, Perpetual, Van Kampen, and OppenheimerFunds.
Alternative investments
Invesco private credit and real estate
Invesco provides alternative investment capabilities including private credit and real-estate investments. These strategies serve institutional and other qualified investors seeking exposure beyond traditional publicly traded equity and fixed-income markets. The company reported approximately $130 billion in private-credit and real-estate assets as of December 31, 2025.
Liquidity management
Invesco global liquidity and money-market funds
The global liquidity business provides money-market and related cash-management strategies for investors seeking short-duration investment, liquidity, and capital-preservation objectives. Invesco reported approximately $189 billion in global-liquidity and money-market assets as of December 31, 2025.
Controversies
2021
Zee Entertainment responds to Invesco’s allegations over the Sony deal
Zee Entertainment Enterprises Ltd (Zeel) responded to Invesco’s allegations concerning the proposed Sony-Zeel merger, rejected the accusations, and urged Invesco to let the board and management work toward finalizing the deal. The article reports allegations about governance and the deal’s effects, not a finding that they were true.
2004
Mutual-fund market-timing settlement
Invesco agreed to a $450 million settlement with the New York and Colorado attorneys general and the SEC after allegations that more than 40 individuals and entities had been permitted to conduct market-timing trades in Invesco-managed mutual funds in exchange for advisory fees.
Brand decisions
2019
Acquisition of OppenheimerFundsM&ABackground
Invesco sought to increase its scale in active management and broaden its distribution relationships.
Action taken
Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company through a stock transaction reported at approximately $5.7 billion.
Aftermath
The transaction expanded Invesco's active investment capabilities, product range, and client-distribution platform.
Reported transaction value. $5.7 billion (2019 transaction)
2018
Consolidation of legacy investment brandsStrategyBackground
The company operated several inherited brands following acquisitions across the United Kingdom, North America, and other markets.
Action taken
Invesco retired the Perpetual, PowerShares, and Trimark brands and consolidated them under the Invesco identity.
Aftermath
The decision simplified the firm's brand architecture and presented a more consistent identity across investment products and markets.
2007
Return to the Invesco nameStrategyBackground
Following years of operating under the Amvescap name, the company sought a more unified global identity.
Action taken
The company reverted to the Invesco name and moved its domicile to Bermuda.
Aftermath
The Invesco name became the principal global corporate and customer-facing identity, with the principal office subsequently located in Atlanta.
1999
Launch of Invesco QQQProduct launchBackground
The company was expanding its exchange-traded product capabilities and sought to provide investors with a transparent vehicle for tracking a major technology-oriented index.
Action taken
Invesco launched an ETF tracking the Nasdaq-100 Index.
Aftermath
QQQ became one of the firm's signature products and a major component of its ETF franchise.
Recent events
Reported
Invesco reports third-quarter 2026 results[4]
Invesco reported third-quarter 2026 adjusted earnings of 72 cents per share and revenue of $1.4 billion, up 16.5 percent year over year. Adjusted earnings were below analysts’ estimates.
Reported
Swiggy raises $700 million in funding[5]
Swiggy announced that it had raised $700 million in a funding round led by Invesco. The round included participation from several other investors.
Reported
Invesco launches ESG S&P 500 equal-weight ETF[6]
Invesco launched the Invesco ESG S&P 500 Equal Weight ETF, a sustainability-focused version of its S&P 500 equal-weight fund. The fund is designed to invest in companies considered leaders in ESG metrics.
Reported
Zee Entertainment responds to Invesco’s allegations over the Sony deal[3]
Zee Entertainment Enterprises Ltd (Zeel) responded to Invesco’s allegations concerning the proposed Sony-Zeel merger, rejected the accusations, and urged Invesco to let the board and management work toward finalizing the deal. The article reports allegations about governance and the deal’s effects, not a finding that they were true.
Reported
SCB Asset Management launches SCB Blockchain feeder fund[7]
SCB Asset Management launched SCB Blockchain, a feeder fund investing in the Invesco Elwood Global Blockchain UCITS ETF, which tracks the CoinShares Elwood Global Blockchain Equity Index.
Reported
Invesco announces US dollar high-yield corporate bond ESG UCITS ETF[8]
Invesco announced the launch of a US dollar high-yield corporate bond ESG UCITS ETF as its latest passive investment product for clients seeking ESG considerations in their portfolios.
Reported
IOOF partners with Invesco to manage index investments[9]
IOOF partnered with Invesco to manage $23.1 billion in index investments within the former ANZ pensions and investments business. The associated mandates were to transfer to Invesco by early June 2021.
Reported
Invesco announces consolidation of five software businesses under intelliflo[10]
Invesco announced that it was bringing five software businesses under the intelliflo entity and rebranding several functions, including Jemstep as intelliflo office and i4C as intelliflo planning.
Reported
Invesco launches European municipal bond ETF[11]
Invesco launched an ETF investing in taxable municipal bonds issued by US local governments. The article describes it as the first of its kind in Europe.
Reported
Invesco unveils sterling ESG corporate bond ETF[12]
Invesco unveiled the Invesco GBP Corporate ESG Ucits ETF, a sterling corporate bond ETF incorporating ESG criteria.
Sources15 sources
- 1Invescoen.wikipedia.org
- 2Invesco official websiteinvesco.com
- 3Zee Entertainment responds to Invesco’s allegations over the Sony dealindiantelevision.com
- 4景顺公布2026年第三季度业绩commercialobserver.com
- 5Swiggy融资7亿美元businesstoday.in
- 6Invesco推出ESG标普500等权重ETFwealthmanagement.com
- 7SCB Asset Management推出SCB Blockchain feeder fundprnewswire.com
- 8景顺宣布推出美元高收益企业债 ESG UCITS ETFinvestmentweek.co.uk
- 9IOOF与景顺合作管理指数投资moneymanagement.com.au
- 10Invesco宣布将五家软件业务整合至intelliflo旗下wealthmanagement.com
- 11景顺推出欧洲市政债券 ETFfunds-europe.com
- 12景顺推出英镑计价的ESG企业债券ETFfunds-europe.com
- 13景顺下调实物黄金ETC费用funds-europe.com
- 14Invesco launches sterling corporate bond ETFfunds-europe.com
- 15Invesco reduces fee on physical gold ETC following record inflowsinvestmentweek.co.uk
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