Invesco Management

Management criteria checks 1/4

Invesco's CEO is Andrew Schlossberg, appointed in Jun 2023, has a tenure of 1.42 years. total yearly compensation is $11.86M, comprised of 5.3% salary and 94.7% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth R$84.41M. The average tenure of the management team and the board of directors is 1.8 years and 3.9 years respectively.

Key information

Andrew Schlossberg

Chief executive officer

US$11.9m

Total compensation

CEO salary percentage	5.3%
CEO tenure	1.4yrs
CEO ownership	0.2%
Management average tenure	1.8yrs
Board average tenure	3.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Andrew Schlossberg's remuneration changed compared to Invesco's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$414m
Jun 30 2024	n/a	n/a	-US$337m
Mar 31 2024	n/a	n/a	-US$337m
Dec 31 2023	US$12m	US$625k	-US$334m
Sep 30 2023	n/a	n/a	US$596m
Jun 30 2023	n/a	n/a	US$642m
Mar 31 2023	n/a	n/a	US$631m
Dec 31 2022	US$5m	US$500k	US$684m
Sep 30 2022	n/a	n/a	US$923m
Jun 30 2022	n/a	n/a	US$1b
Mar 31 2022	n/a	n/a	US$1b
Dec 31 2021	US$5m	US$450k	US$1b
Sep 30 2021	n/a	n/a	US$1b
Jun 30 2021	n/a	n/a	US$1b
Mar 31 2021	n/a	n/a	US$711m
Dec 31 2020	US$5m	US$450k	US$525m
Sep 30 2020	n/a	n/a	US$494m
Jun 30 2020	n/a	n/a	US$469m
Mar 31 2020	n/a	n/a	US$469m
Dec 31 2019	US$5m	US$450k	US$565m
Sep 30 2019	n/a	n/a	US$499m
Jun 30 2019	n/a	n/a	US$602m
Mar 31 2019	n/a	n/a	US$807m
Dec 31 2018	US$4m	US$450k	US$883m
Sep 30 2018	n/a	n/a	US$1b
Jun 30 2018	n/a	n/a	US$1b
Mar 31 2018	n/a	n/a	US$1b
Dec 31 2017	US$4m	US$450k	US$1b

Compensation vs Market: Andrew's total compensation ($USD11.86M) is above average for companies of similar size in the BR market ($USD2.38M).

Compensation vs Earnings: Andrew's compensation has increased whilst the company is unprofitable.

CEO

Andrew Schlossberg (50 yo)

1.4yrs

Tenure

US$11,864,931

Compensation

Mr. Andrew Ryan Schlossberg serves as a Member of the Board of Directors of Engage Ventures, LLC from March 2024. He also serves as Senior Vice President and Director at Invesco Advisers, Inc. He also serv...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Andrew Schlossberg	President	1.4yrs	US$11.86m	0.18% R$ 84.4m
Laura Dukes	Senior MD & CFO	4.3yrs	US$6.13m	0.072% R$ 33.5m
Tony Wong	Senior MD & Co-Head of Investment	1.8yrs	US$4.37m	0.033% R$ 15.4m
Stephanie Butcher	Senior MD & Co-Head of Investment	1.8yrs	US$4.76m	0.027% R$ 12.6m
Andrew Tak Lo	Senior MD & Head of Asia Pacific	23.8yrs	US$6.79m	0.14% R$ 62.8m
Douglas Sharp	Senior MD	5.7yrs	US$5.98m	0.024% R$ 11.3m
Shannon Johnston	Senior MD and Chief Information & Operations Officer	less than a year	no data	no data
Stephanie Botha	Chief Accounting Officer	less than a year	no data	no data
Donie Lochan	MD, CTO & Global Head of Technology	no data	no data	no data
Gregory Ketron	Head of Investor Relations & Treasury	no data	no data	no data
Jeffrey Kupor	Senior MD & General Counsel	1.8yrs	no data	0.033% R$ 15.3m
Alan Smith	Senior MD & Chief Human Resources Officer	less than a year	no data	no data

1.8yrs

Average Tenure

53yo

Average Age

Experienced Management: I1VZ34's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Andrew Schlossberg	President	1.4yrs	US$11.86m	0.18% R$ 84.4m
G. Wagoner	Chairperson & Non-Executive Director	11.8yrs	US$544.99k	0.023% R$ 10.5m
Martin Flanagan	Chairman Emeritus	1.4yrs	US$17.35m	0.96% R$ 442.6m
Thomas Finke	Non Executive Director	3.9yrs	US$314.99k	0.0097% R$ 4.5m
William Glavin	Independent Non-Executive Director	5.8yrs	US$325.86k	0.013% R$ 6.2m
Phoebe Wood	Independent Non-Executive Director	14.8yrs	US$364.99k	0.020% R$ 9.2m
Christopher Womack	Non-Executive Director	3.1yrs	US$314.99k	0.0087% R$ 4.0m
Sarah Beshar	Independent Non-Executive Director	7.5yrs	US$334.99k	0.021% R$ 9.7m
George Baird	Chairman of Invesco Leveraged High Yield Fund Limited	no data	no data	no data
Elizabeth Johnson	Non-Executive Director	1.8yrs	US$320.54k	0.0062% R$ 2.9m
Nigel Sheinwald	Independent Non-Executive Director	9.8yrs	US$314.99k	0.018% R$ 8.4m
Paula Tolliver	Independent Non-Executive Director	3.5yrs	US$314.99k	0.010% R$ 4.7m

3.9yrs

Average Tenure

65yo

Average Age

Experienced Board: I1VZ34's board of directors are considered experienced (3.9 years average tenure).

Invesco Management

Management criteria checks 1/4

Key information

Recent management updates

Invesco Ltd., Annual General Meeting, May 23, 2024

Invesco Announces the Passing of Chief Administrative Officer Mark F. Giuliano

Invesco Announces Executive Changes

Invesco Ltd. Announces Passing of Denis Kessler, Non-Executive Director and Member of Nomination and Corporate Governance Committee and Compensation Committee

Invesco Ltd. Announces Board of Directors Changes

Invesco Ltd., Annual General Meeting, May 25, 2023

Recent updates

ConocoPhillips (NYSE:COP) completed the acquisition of Marathon Oil Corporation (NYSE:MRO) from The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), State Street Corporation (NYSE:STT), Invesco Ltd. (NYSE:IVZ) and others.

Invesco Ltd. to Report Q3, 2024 Results on Oct 22, 2024

Invesco Ltd. to Report Q2, 2024 Results on Jul 23, 2024

Invesco Ltd. Launches the Invesco MSCI Global Climate 500 ETF (KLMT)

Invesco Ltd. Declares First Quarter Cash Dividend, Payable on June 4, 2024

Invesco Reportedly in Talks with Hinduja Group for its Indian Mutual Fund Arm Sale

Invesco Ltd. to Report Q1, 2024 Results on Apr 23, 2024

Kodiak Gas Services, Inc. (NYSE:KGS) completed the acquisition of CSI Compressco LP (NasdaqGS:CCLP) from Spartan Energy Partners, LP, Merced Capital, L.P., Orvieto Fund, L.P., managed by Orvieto Partners, L.P. and Others.

Invesco Ltd., Annual General Meeting, May 23, 2024

Invesco Announces the Passing of Chief Administrative Officer Mark F. Giuliano

Invesco Ltd. Declares Fourth Quarter Cash Dividend, Payable on March 4, 2024

EchoStar Corporation (NasdaqGS:SATS) completed the acquisition of DISH Network Corporation (NasdaqGS:DISH) from a group of shareholders.

Invesco Ltd. Adds Two First-To-Market ETFs to Its Robust Suite of Smart Beta ETFs

Invesco Announces Executive Changes

Invesco Ltd. Adds New Exposures to the Intelligent Income Suite of Its Fixed Income ETF Line-up

Invesco Ltd. Announces Third Quarter Cash Dividend to Holders of Common Shares, Payable on December 4, 2023

Invesco Ltd. to Report Q3, 2023 Results on Oct 24, 2023

Lovett Industries Incorporated and PCCP, LLC acquired 1.4 million square-foot Claymoore portfolio in Northwest Houston from Invesco Ltd. (NYSE:IVZ).

Invesco Ltd. Announces Cash Dividend for the Second Quarter Ended June 30, 2023, Payable on September 5, 2023

Invesco Ltd. to Report Q2, 2023 Results on Jul 25, 2023

Invesco Ltd. Announces Changes to Its ETF Line-Up

Invesco Ltd. Announces Passing of Denis Kessler, Non-Executive Director and Member of Nomination and Corporate Governance Committee and Compensation Committee

Xylem Inc. (NYSE:XYL) completed the acquisition of Evoqua Water Technologies Corp. (NYSE:AQUA) from a group of shareholders.

Xylem Inc. (NYSE:XYL) completed the acquisition of Evoqua Water Technologies Corp. (NYSE:AQUA) from a group of shareholders.

Invesco Ltd. Announces Board of Directors Changes

Invesco Ltd., Annual General Meeting, May 25, 2023

Invesco Ltd. Announces Executive Changes

Vista Equity Partners Management, LLC completed the acquisition of remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) ) from a group of shareholders.

Invesco Ltd. Declares Fourth Quarter Cash Dividend, Payable on March 2, 2023

Invesco Ltd. to Report Q4, 2022 Results on Jan 24, 2023

An unknown buyer acquired a 9.97% stake in Benefit Systems S.A. from Invesco Ltd.

Invesco Ltd. Declares Cash Dividend for the Third Quarter of 2022, Payable on December 2, 2022

Credit Suisse U.S. Asset Manager Reportedly Draws Interest from Janus, Blue Owl, Others

Invesco Ltd. Expands QQQ Innovation Suite to Include Small-Cap ETF

Invesco Ltd. to Report Q3, 2022 Results on Oct 25, 2022

Invesco Ltd. Adds Two New BulletShares Fixed Income Etfs to Its Line-Up

Invesco Adds A New Agriculture Etf to Its Robust Commodities Etf Suite

Ali Group S.r.l. completed the acquisition of Welbilt, Inc. (NYSE:WBT) from The Vanguard Group, Inc., Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Carl C. Icahn and others.

Invesco Ltd. Announces Cash Dividend for the Second Quarter of 2022, Payable on September 2, 2022

Invesco Ltd. (NYSE:IVZ) and Westport Properties, Inc. acquired Self-storage Properties in Raleigh and Durham North Carolina.

Invesco Ltd. to Report Q2, 2022 Results on Jul 26, 2022

Invesco Ltd. Announces the Launch of the Practice Innovation Index

Invesco Ltd. Expands Commodity ETF Suite with Unique Electric Vehicle Commodities Strategy

Invesco Ltd. Announces Cash Dividend for First Quarter 2022, Payable on June 2, 2022

Invesco to Sell 7.8% Stake in Zee Through Book-Building Process

Invesco Ltd. to Report Q1, 2022 Results on Apr 26, 2022

PE Firms Reportedly Partner Each of 4 IDFC MF Suitors

Invesco Ltd., Annual General Meeting, May 12, 2022

Invesco Ltd. Announces Step Down of its Board of Directors

Invesco Ltd. (NYSE:IVZ) announces an Equity Buyback for $200 million worth of its shares.

Invesco Ltd. Adds Three Maturity Bond ETFs

Invesco Reportedly in Talks to Invest in Swiggy

Invesco Reportedly in Talks to Merge with State Street's Asset-Management Business

Union Investment Real Estate GmbH managed by UniInstitutional European Real Estate acquired Paris office building from Invesco Ltd. (NYSE:IVZ).

Invesco Launches New Quality Value & Momentum Multi-factor ETF Suite

Invesco Real Estate - European Living Fund, Fcp-Raif, a fund managed by Invesco Ltd. (NYSE:IVZ) acquired 115 Grade A Units in France.

Invesco Ltd. Expands Longstanding Partnership with Nasdaq with Two New Thematic Technology ETFs

Invesco Ltd. Announces First Quarter Cash Dividend, Payable on June 3, 2021

Invesco Expands Dynamic Multi-Factor Suite with International Equities ETF

NEO Announces Invesco Launch of Leading Index Based Mutual Funds as PTFs

Invesco Ltd. to Report Q4, 2020 Results on Jan 26, 2021

Invesco Launches its First Active Non-transparent ETFs

Invesco Enters Final Phase for Its Innovative Active Non-Transparent ETF Model

Invesco Ltd. to Expand its Board of Directors with Three New Members

Invesco Fixed Income Strategies Added to UBS Global Wealth Management SMA Pricing Platform

Invesco Ltd. Launches New QQQ Innovation Suite in Partnership with Nasdaq

Invesco Ltd. to Report Q3, 2020 Results on Oct 27, 2020

Invesco Ltd. Launches Invesco S&P/TSX Composite ESG Index ETF in Canada

Trian Reportedly Takes Big Stakes in Invesco, Janus Henderson