Invesco(IVZ)

Leader

Atlanta investment management (NYSE: IVZ) ~$1.85T AUM; QQQ ETF ($300B+ assets, world's most traded ETF), Q1 2025 EPS $0.44 (beat), $17.6B net inflows, 330bp margin expansion competing with BlackRock and Vanguard.

Updated March 2026

Company Overview

About Invesco

Invesco Ltd. is an Atlanta, Georgia-based global investment management company — publicly traded on the New York Stock Exchange (NYSE: IVZ) as an S&P 500 Financials component — managing approximately $1.85 trillion in assets under management across active equity, fixed income, multi-asset, and passive ETF strategies for institutional investors, financial advisors, and individual investors in more than 120 countries through approximately 8,400 employees. Invesco's most distinctive asset is the Invesco QQQ Trust (ticker: QQQ) — the world's most actively traded ETF, tracking the Nasdaq-100 index with $300B+ in assets and $100B+ in daily trading volume — which generates management fee revenue, brand recognition, and investor relationship access that no competitor outside BlackRock's iShares can match at that asset scale. In Q1 2025, Invesco reported earnings per share of $0.44 (beating analyst estimates of $0.40), revenue of $1.53 billion (beating expectations by $420 million), $17.6 billion in long-term net asset inflows representing 5.3% annualized growth, and adjusted operating margin expansion of more than 330 basis points year-over-year. CEO Andrew Schlossberg, who assumed leadership in 2023, has focused on operating efficiency and active ETF product development to compete with larger asset managers. Invesco acquired OppenheimerFunds from MassMutual in 2019 for $5.7 billion, expanding active equity capabilities and adding $228 billion in managed assets at the time.

Business Model & Competitive Advantage

Invesco's diversified investment management model creates value through the combination of the QQQ passive ETF franchise (which generates $900M+ in annual fee revenue from the Nasdaq-100 management fee) and active investment strategies where Invesco's global equity, fixed income, and alternatives teams manage institutional and retail capital in mandates that command higher fee rates than passive alternatives. The QQQ franchise is a structural competitive advantage: Invesco became the QQQ's manager through the original index product launch, and the ETF's $100B+ daily trading volume creates market liquidity that makes QQQ the preferred vehicle for institutional Nasdaq-100 exposure — a self-reinforcing competitive position where liquidity depth attracts more investors which deepens liquidity further. Invesco's institutional real estate business (adding $100B+ in real estate AUM), factor-based ETF strategies (S&P Factor ETFs), and international equity active management provide revenue diversification beyond the US equity ETF concentration of QQQ.

Competitive Landscape 2025–2026

In 2025, Invesco competes in global asset management, ETF product, and multi-asset investment management against BlackRock (NYSE: BLK, $12.5T AUM, iShares ETF dominant position), Vanguard (private, $9.3T AUM), and Franklin Templeton (NYSE: BEN, $1.7T AUM, active global funds) for institutional investment mandates, financial advisor fund shelf allocations, and retail investor ETF AUM. The active ETF category (where fund managers apply stock selection within an ETF wrapper, allowing intraday trading and tax efficiency) represents Invesco's highest-growth product initiative — launching actively managed ETFs across equity, fixed income, and alternatives that convert mutual fund investors to the lower-cost, more liquid ETF format. The 330+ basis point operating margin expansion in Q1 2025 reflects the leverage in the investment management business model as AUM grows: incremental AUM generates fee revenue with minimal additional operating cost, driving margin improvement as long as the platform is appropriately sized. The 2025 strategy focuses on active ETF product launches, QQQ brand strength maintenance as the Nasdaq-100 benchmark vehicle, and OppenheimerFunds integration completion to capture remaining cost synergies.

Founded
1935
Headquarters
Atlanta, Georgia, USA
Revenue
$300000M
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The Invesco Story

Founded in 1935
Atlanta, Georgia, USA
Founded by Charles Dexter McCoy

Founders

Charles Dexter McCoy
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Company Timeline

Major milestones in Invesco's journey

14
Total Events
0
Funding Rounds
5
Acquisitions
1
Product Launches
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Leadership Team

Meet the leaders behind Invesco

Andrew R. Schlossberg

President & Chief Executive Officer

Andrew Schlossberg became President, CEO, and Board member of Invesco in June 2023, bringing over 25 years of asset management experience. He previously served as Head of the Americas from 2019-2023 and Head of EMEA from 2015-2019, with global responsibility for ETFs. Schlossberg currently chairs the Investment Company Institute's Board of Governors and is active in Atlanta civic organizations.

L. Allison Dukes

Chief Financial Officer & Senior Managing Director

Allison Dukes has served as Invesco's Chief Financial Officer and Senior Managing Director since August 2020. She oversees all financial operations, investor relations, and strategic financial planning for the global organization, bringing extensive experience in financial management within the asset management industry.

Shannon Johnston

Chief Information & Operations Officer, Senior Managing Director

Shannon Johnston joined Invesco as Senior Managing Director and Chief Information and Operations Officer in September 2024. She brings deep technology and operations expertise from her previous role as Senior Executive Vice President and Chief Information Officer at Global Payments Inc., driving Invesco's digital transformation and operational excellence initiatives.

Alan L. Smith

Chief Human Resources Officer, Senior Managing Director

Alan Smith has served as Senior Managing Director and Chief Human Resources Officer since March 2024. He leads Invesco's global talent strategy, organizational development, diversity and inclusion initiatives, and employee experience programs across the firm's 20+ country presence.

Doug Sharp

Head of EMEA & Americas, Senior Managing Director

Doug Sharp serves as Senior Managing Director with expanded leadership over both the EMEA and Americas regions, as well as global responsibility for ETFs, separately managed accounts, and digital capabilities. His role reflects Invesco's integrated approach to regional leadership and product platform management.

Open Positions

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Key Differentiators

Market Leader

Invesco is recognized as a market leader in the Consumer Finance sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $300000M in revenue, Invesco operates at enterprise scale with proven market validation.

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