Invesco Asset Management Limited

What Invesco Asset Management Limited does

Invesco Asset Management Limited is the UK-headquartered investment management arm of Invesco Ltd. (NYSE: IVZ), operating from Perpetual Park in Henley-on-Thames and authorized by the Financial Conduct Authority (Firm Reference No. 122674). The firm runs a global investment management platform spanning mutual funds, exchange-traded funds (including the QQQ Nasdaq-100 franchise and the QQQ Innovation Suite of thematic ETFs), separately managed accounts, model portfolios, closed-end funds, unit trusts, variable insurance funds, money market and liquidity funds, and education savings plans (CollegeBound 529). Investment capabilities extend across equities, fixed income, multi-asset solutions, alternatives (real estate and private markets), and sustainable/ESG strategies. Institutional clients are served through dedicated platforms including Invesco Vision and Invesco Investment Solutions, which provide portfolio analytics, asset allocation, and portfolio construction tools.

Underlying distribution is multi-channel: a direct institutional sales force covering pension plans, foundations and endowments, insurers, corporate cash managers, and consultants; an intermediary channel through financial advisors, broker/dealers, wirehouses, registered investment advisors, and bank trusts; and self-directed online platforms for individual investors. The company supports this with content marketing, research publications (including the IGSAMS sovereign study and midyear outlook), podcasts, and events. The business generates revenue primarily through asset management and advisory fees on assets under management across mutual funds, ETFs, separately managed accounts, and other investment vehicles — a recurring fee model tied to AUM levels and product mix.

Invesco Asset Management Limited operates as the UK hub of a wider group with wholly-owned subsidiaries and branches across Australia, Luxembourg, Ireland, Switzerland, Israel, Hong Kong, Japan, and the UAE (including a DFSA-regulated DIFC branch in Dubai), serving clients across the Americas, Europe, Middle East, and Asia Pacific. Sister UK entities include Invesco Fund Managers Limited and Invesco Pensions Limited, and the wider group has roots dating to 1935, with UK operations established in 1978.

Name

Invesco Asset Management Limited

Legal name

Invesco Asset Management Limited

Website

https://invesco.co.uk

Company type

Public

Founded year

1935

Operating status

Operating

Short description

Invesco Asset Management Limited is the UK-headquartered investment management subsidiary of Invesco Ltd. (NYSE: IVZ), offering mutual funds, ETFs, SMAs, and alternatives to institutional, intermediary, and individual investors globally under FCA authorization.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Sustainable/ESG Equity (Active) (FSAAAIAM), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Asset management services
• Exchange-traded funds
• Mutual funds
• Institutional investment management
• Retirement and education savings

Headquarters

HQ city

Henley-On-Thames

HQ country

United Kingdom

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Invesco generates revenue through management fees and advisory fees charged on assets under management across its range of investment products including mutual funds, ETFs, separately managed accounts, and other investment vehicles.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Invesco Asset Management Limited provides global investment management services through a diversified platform spanning ETFs, mutual funds, separately managed accounts, closed-end funds, unit trusts, variable insurance funds, and money market/liquidity products. The firm manages assets across equities, fixed income, multi-asset, alternatives (real estate, private markets), and sustainable (ESG) strategies, serving institutional investors, financial professionals, and individual investors through regional entities across the UK, Europe, Americas, Middle East, and Asia Pacific.

Product overview

Invesco Asset Management Limited offers a comprehensive investment management platform with multiple product lines including ETFs (including QQQ Innovation Suite thematic ETFs, BulletShares fixed income ETFs, Smart Beta, and Digital Assets), mutual funds, separately managed accounts, closed-end funds, unit trusts, variable insurance funds, and money market/liquidity funds. The company provides investment capabilities across equities, fixed income, multi-asset, alternatives (including real estate and private markets), and sustainable investing (ESG). Institutional clients can access the Invesco Vision platform and Invesco Investment Solutions for portfolio analytics and model portfolios. The product ecosystem spans retirement solutions (including CollegeBound 529 education savings), commodities, and specialized thematic funds targeting areas such as blockchain and emerging technologies. The overall offering is a unified investment management platform serving individual investors, financial professionals, and institutional clients globally.

Differentiator

Problem solved

Functional benefit

Brands

• QQQ Innovation Suite: Investment strategy suite focused on innovation and technology companies, including the Invesco QQQ ETF.
• CollegeBound 529
• BulletShares

Products and services

• Exchange-Traded Funds (ETFs) A broad range of ETFs covering equity, fixed income, commodities, and specialty strategies including smart beta, QQQ innovation suite, and digital assets. Distributed to individual investors and financial professionals.
• Mutual Funds Actively managed and passive mutual funds across equity, fixed income, balanced, and specialty asset classes for individual and institutional investors.
• QQQ Innovation Suite A suite of ETFs focused on companies driving innovation, covering themes including biotechnology, cybersecurity, electric vehicles, fintech, genomics, cloud computing, internet, robotics, and artificial intelligence.
• BulletShares Fixed Income ETFs Target-maturity bond ETFs whose portfolio holdings mature in a specific year, sharing characteristics with individual bonds.
• Closed-End Funds Closed-end funds traded on exchanges with fixed capital structures, available to individual and institutional investors.
• Unit Trusts Unit investment trusts offering fixed portfolios of securities with set maturity dates.
• Variable Insurance Funds Investment options designed for variable annuity products for insurance clients.
• Money Market and Liquidity Funds Short-term investment vehicles providing liquidity and capital preservation for institutional and individual investors.
• CollegeBound 529 Education savings plan allowing families to save for qualified higher education expenses with tax-advantaged investment options.
• Separately Managed Accounts Customized fixed income portfolio management for institutional investors and high-net-worth individuals.
• Retirement Plans 401(k), IRA, and defined contribution plan solutions for retirement savings and income planning.
• Real Estate Investments Real estate investment capabilities including direct property investments and real estate securities across global markets.
• Private Markets Investments Private market investments including private equity, private credit, and infrastructure across global markets for institutional investors.
• Invesco Vision Platform Investment platform for institutional clients providing portfolio analytics, reporting, and asset allocation tools.
• Invesco Investment Solutions Comprehensive investment solutions platform offering model portfolios, asset allocation strategies, and portfolio construction tools for advisors and institutional clients.
• Invesco Global Investment Grade Corporate Bond Fund A global investment grade corporate bond fund providing exposure to high-quality corporate debt securities.
• Invesco Global Equity Income Fund A global equity fund focused on income generation through dividend-paying stocks.
• Invesco Global Income Fund A multi-asset income fund combining equities, fixed income, and other income-generating strategies.
• Invesco QQQ ETF An exchange-traded fund tracking the Nasdaq 100 Index, providing exposure to the 100 largest non-financial companies listed on the Nasdaq.
• Invesco Global Blockchain Equity Fund (Invesco 世界區塊鏈股票基金) A global equity fund focused on blockchain technology companies.
• Invesco China Fund (Invesco 中國基金) A fund investing in securities of companies with significant business interests in China.
• Invesco Sustainable Global Structured Equity Fund (景順永續性環球數據驅動基金) A sustainable global equity fund using a structured equity approach with ESG integration.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• T. Rowe Price: Global active asset manager with strong equity, fixed income, and multi-asset franchises sold through intermediaries and direct institutional channels. Directly overlaps with Invesco's active mutual fund and institutional investment solutions offerings.
• abrdn plc: UK-headquartered global asset manager with active equity, fixed income, real estate, and alternatives. Shares Invesco Asset Management Limited's UK footprint and FCA-regulated base, and is highly comparable on European institutional/wholesale distribution structure.
• State Street Global Advisors: One of the largest ETF issuers globally (SPDR) and a major institutional asset manager. Closest direct peer to Invesco's ETF + institutional model, competing in smart beta, fixed income ETFs, and defined-contribution subadvisory mandates that map directly to Invesco's product set.
• Schroders plc: UK-listed global asset manager offering active funds, wealth management, and private markets to institutional and intermediary clients across Europe and Asia. Closest direct UK-domiciled comparable on multi-asset, wealth solutions, and private markets expansion.

Broad incumbents

• Goldman Sachs Asset Management: Full-service asset manager covering active equities, fixed income, alternatives (including private credit and infra), and ETF wrappers. Highly comparable to Invesco's capability set with growing emphasis on alternatives that parallels Invesco's Invesco Private Capital strategy.
• Franklin Templeton: Global multi-affiliate manager with active/passive funds, alternatives, and specialist capabilities (including Western Asset in fixed income). Directly comparable to Invesco's broad capability set and global distribution, particularly across institutional fixed income and ETF franchises.
• BlackRock: Largest global asset manager, operating across ETFs (iShares), mutual funds, alternatives, and institutional advisory. Directly comparable to Invesco's product mix across nearly every category Invesco offers, but at significantly greater scale (~$10T AUM).
• J.P. Morgan Asset Management: Global asset management arm of JPMorgan with multi-asset, equity, fixed income, and alternative strategies across institutional and intermediary channels. Competes with Invesco across active mutual funds, ETFs (JPME, BBIN), and institutional advisory — and benefits from a captive bank distribution.
• Vanguard: Global low-cost mutual fund and ETF leader with strong direct-to-consumer and advisor distribution. Competes head-to-head with Invesco's passive ETFs (notably QQQ) and increasingly with their mutual fund lineup, with a sustained fee-down pressure that affects Invesco's pricing power.
• Fidelity Investments: Multi-line global asset manager with mutual funds, ETFs (Fidelity Flex), SMAs, and institutional capabilities — directly comparable to Invesco's full product range, with a deep US retail and institutional footprint that overlaps Invesco's distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Invesco
• LinkedInlinkedin.com/company/invesco

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Invesco Asset Management Limited