presentation on invesco an investment management firm , which provides investment ideas to the clients on basis of their income levels and its manages various business lines across the world with huge assets under management.

1. Invesco
Explore intentional investing
Company Review Session
Presented by:
G. Vamshi Netha
26-078

2. Overview
 Invesco is independent investment management firm dedicated to delivering an investment
experience that helps people more out of life.
 It is global company founded in 1935 as H.Lotery & Co.
 Its regional offices are in 25 countries, which serves more than 150 countries.
 Manages more than $945.4 Billion in assets for clients.
 More than 7000 employees.
 Invesco operates under Invesco,Trimark,Invesco perpetual,WL Ross, Powershares brand
names.

3. Why Mountain as it’s logo?
 Mountain Ama Dablam.
A beacon and aspiration.
 Represents the virtues that embrace as a company-
strength, stability & Lonevity.

4. Company Profile
Sector : Service Sector
Company Information
Corporate Headquarters
Invesco Ltd.
Two Peachtree Pointe
1555 Peachtree Street, N.E., Suite 1800
Atlanta,United States GA 30309
Phone: (404) 479-1095
Email: contactus@invesco.com

5. Listing Details
 Listed in New York Stock Exchange ( NYSE)
 NYSE code – IVZ
 Share value – $30.8 USD
 Market capital - $13.48 Billion
 Shares Outstanding – 407.08 Million.

6. 1935 – founded as H.Lotery& Co
1978 - INVESCO(all caps) created in Atlanta .
1988 - INVESCO was purchased by Brittannia Arrow, which later took name INVESCO.
1997 - INVESCO merged with AIM investments and adopted name Amvescap.
Since 2000 it acquired ETF firm powershares capital management & WL Ross&Co.
2007 - changed its names to Invesco PLC & moved its primary stock market listing from
the London stock exchange to the NYSE .
 2007 moved head quarters from London to Atlanta.
2009 - Invesco Aim bought Morgan Stanley Retail units including Van kampen investment for
$1.5 billion.
2010 - Invesco Aim became Invesco.
2017 - Invesco agreed to buy Guggenheim investment exchange traded fund business for $1.2
Billion in cash.

7. Global Locations

8. Few Subsidiaries of Invesco

9. Executive Members of the Board
Martin .L.F lanagan
(Chief executive officer)Loren Michael Starr
(Chief financial officer)
Michael Carome
(Company Secretary)

10. Services
 Investment Management
 Real Estate
 Distressed Investing
 Bank Loans
 Fundamental Equity
 Hedge Funds
 ETF’s

11. Key Competitors of Invesco

12. Financial Highlights

13. Financial Highlights
20,450
25,073 25,734
31,668
2014 2015 2016 2017
Total Assets ($Mn)
8,326
7,885
7,503
8,696
2014 2015 2016 2017
Share Holder's Equity ($Mn)

14. Financial Highlights
5,147 5,122
4,734
5,160
2014 2015 2016 2017
Total Revenue ($)
988 968
584
1,127
2014 2015 2016 2017
Operating Income ($)

15. Financial Highlights
2.26
2.06
2.75
2015 2016 2017
Basic Earning Per Share
1.06
1.11
1.15
2015 2016 2017
Dividends

16. Financial Highlights

17. Chairman’s Message
 Dear Fellow Invesco Shareholders,
 First and foremost, let me express my sincere appreciation for your continued support as
Invesco shareholders. Our Board of Directors, senior leadership and employees worldwide are
committed to further strengthening our global firm and providing a high level of value to you,
our shareholders
 Invesco is one of the world’s leading independent investment management organizations. We
are dedicated to delivering an investment experience that helps people get more out of life. to
achieve this, we are sharply focused on managing a comprehensive range of active,passive
and alternative investment capabilities that help clients meet their investment objectives. For
decades, individuals and institutions have viewed our organization as a trusted partner for a
broad range of investment needs.

18. Chairman’s Message
 For the year ahead, we will continue to invest in the business and work to strengthen our
competitive position by:
 Strong, long-term investment performance, and an investment culture that is focused on
achieving clients’ desired outcomes.
 A comprehensive range of distinctive investment capabilities delivered through a diverse
set of investment vehicles that are fully aligned with client needs.
 Deep and stable investment teams in local markets across the globe with discrete investment
perspectives and experience across diverse market cycles.
 A leadership team focused on running the firm effectively and efficiently, continually
reinvesting in the business to meet client needs over the long term.
 All of this — and the combined efforts of our highly collaborative teams across Invesco in 2018
put us in a very strong competitive position and will help us continue to deliver value to our
clients and our shareholders in the years ahead. We look forward to the future with confidence,
and thank you again for your investment in Invesco.

19. SWOT Analysis
 Strengths
 Global presence
 Varied product portfolio
 Weakness
 Increasing rates of interests.
 Intense competition
 limited margins
 Opportunities  Threats
 Newer products and services
 Strengthening global foothold
 Expansion into newer territories and
more marketing
 External business risks
 Fluctuations in global economy

20. STP
 USP - Global investing advisor
Segment Target Positioning
 Households and Firms  Households and firms in
need of financial services
 Helping investors world
wide to achieve their
financial objectives.

21. Corporate Social Responsibility
 As a global investment management firm, Invesco has a responsibility to help sustain a
healthy, clean environment for future generations
 Giving back to our communities
 Recyling paper & other wastes
 Reduction in consumption of natural resources
 84.3% of Invesco’s offices are ISO 14001 registered
 Encouraging planting saplings through Invesco care and Green teams
 Charitable contributions are focused on Children, Women, & Minority education
inititatives &also on terminal illnesses,disabilities , living in poverty.

22. Awards
 Invesco Canada Award for the life time achievement in industry-2017
 Investor of the Year Award to IRE – Euro Build Awards 2017
 Best Investment Fund Provider- Investment Life & Pensions
Moneyfacts Awards 2017
 Equity Emerging Markets Global 5 year category - Lipper Fund Awards 2017
 Best Multi-Asset Group -Professional Adviser Awards 2016
 Best Investment Fund Group -Money Marketing Financial Services Awards
2015

23. Thanks!
Any questions?
You can find me @ : vamshinetha@ssim.ac.in👉