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Invesco Ltd

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other

Please specify

          16
        
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage more than $1.2 trillion in assets on behalf of clients worldwide. We have specialised investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies with an on-the-ground presence in more than 25 countries.

We apply ESG (environmental, social, governance) concepts in several dimensions, from the products we offer and our investment processes, to our corporate behaviour. Invesco has been implementing ESG strategies for over 30 years, and today delivers these through equities, fixed income, multi-asset, alternatives, real estate, ETFs and bespoke solutions. Each investment center has a unique approach defined in its investment process as well as the respective asset class.

Within our investment process our approach focuses on integrating ESG risk and opportunity factors into investment decisions, differentiated by asset classes and decentralized by local investment centres. This integration extends to engagement and active ownership, and we discuss material ESG factors with investee companies or issuers, track and monitor engagement, and vote according to a proprietary approach to proxy voting.

Our approach on ESG integration – where every investment centre defines their own holistic ESG approach – is we believe, key to achieving a robust ESG practice across all investment centres. As a consequence, every analyst, whether credit or equities focused, also understands the ESG risks inherent to a respective investment. ESG risks are generally evaluated and identified at the security level and may impact portfolio performance. Material ESG considerations may adversely impact the fundamentals of the securities the portfolios hold, which in turn may impact shareholder value.

This report presents the collective results of Invesco’s diverse investment teams and centers and as such each response does not necessarily apply to each team.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

8902 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/06/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 48 0 0
Fixed income 10-50% 21 <10% 2
Private equity 0 0 0 0
Property <10% 7 0 0
Infrastructure 0 0 0 0
Commodities <10% 2 0 0
Hedge funds <10% 2 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments <10% 8 0 0
Other (1), specify <10% 5 0 0
Other (2), specify <10% 5 0 0

`Other (1)` specified

          Balanced
        

`Other (2)` specified

          Alternatives not categorized
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

88 Developed Markets
12 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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