Invesco Ltd.: directors' dealings · United States · SEC (Form 4)

About Invesco Ltd.

Invesco Ltd. (ticker IVZ) is a U.S.-listed asset management company traded on the NYSE and headquartered in the United States, specifically in Atlanta, Georgia. For European investors, Invesco should be viewed as a global investment-management platform rather than a traditional bank. The company traces its roots to 1935 and operates with a broad international footprint across more than 20 countries, which gives it meaningful geographic diversification in distribution, investment capabilities, and client coverage. ([invesco.com](https://www.invesco.com/?utm_source=openai)) Invesco’s business model is centered on fee-based asset management. The firm serves retail investors, financial advisers, institutions, and other professional clients through a wide range of investment products and mandates. Its platform spans equities, fixed income, liquidity and money-market solutions, and alternatives. Product breadth includes mutual funds, ETFs, separately managed accounts, model portfolios, indexing solutions, and insurance-related investment solutions. Invesco also emphasizes private-market capabilities, including real estate, private credit, loans, and other alternative strategies. This mix provides diversification, but it also leaves earnings sensitive to market levels, asset flows, fee compression, and investor risk appetite. ([invesco.com](https://www.invesco.com/us/en/about-us.html?utm_source=openai)) From a competitive standpoint, Invesco is positioned as a major independent global asset manager competing with large multi-boutique firms, passive-management specialists, and ETF leaders. One of its best-known products is Invesco QQQ, which gives investors exposure to the Nasdaq-100. In 2025, QQQ shareholders approved a modernization of the vehicle, converting it from a unit investment trust ETF into an open-end fund ETF and reducing the expense ratio by 10%, from 0.20% to 0.18%. That move is strategically important because it helps keep the franchise competitive in an intensely contested ETF market. ([invesco.com](https://www.invesco.com/hk/en/investment-ideas/press-and-media/2025/invesco-qqq-shareholders-vote-to-approve-modernization.html?utm_source=openai)) Geographically, Invesco has a genuinely global platform, with a particularly strong base in the United States and additional operations across Europe, Asia-Pacific, and other regions. Recent developments have been supportive: Invesco reported preliminary AUM of $2,339.4 billion as of April 30, 2026, and recent communications highlighted strong momentum in private real estate lending and continued product development within the QQQ lineup. For investors, IVZ offers exposure to the global asset-management cycle, with upside linked to AUM growth, product innovation, and the firm’s ability to defend pricing in core strategies while expanding in private markets. ([invesco.com](https://www.invesco.com/?utm_source=openai))