Invesco Management

Management criteria checks 2/4

Invesco's CEO is Andrew Schlossberg, appointed in Jun 2023, has a tenure of less than a year. 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 €10.78M. The average tenure of the management team and the board of directors is 2.2 years and 3.4 years respectively.

Key information

Andrew Schlossberg

Chief executive officer

US$11.9m

Total compensation

CEO salary percentage	5.3%
CEO tenure	less than a year
CEO ownership	0.2%
Management average tenure	2.2yrs
Board average tenure	3.4yrs

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
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 ($USD11.86M) is above average for companies of similar size in the German market ($USD3.34M).

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

CEO

Andrew Schlossberg (49 yo)

less than a year

Tenure

US$11,864,931

Compensation

Mr. Andrew Ryan Schlossberg serves as a Senior Vice President and Director at Invesco Advisers, Inc. He also serves as Director at Invesco Investment Advisers LLC. Mr. Schlossberg has been Senior Managing...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Andrew Schlossberg	President	less than a year	US$11.86m	0.18% $ 10.8m
Laura Dukes	Senior MD & CFO	3.8yrs	US$6.13m	0.085% $ 5.1m
Tony Wong	Senior MD & Co-Head of Investment	1.3yrs	US$4.37m	0.033% $ 2.0m
Stephanie Butcher	Senior MD & Co-Head of Investment	1.3yrs	US$4.76m	0.024% $ 1.4m
Andrew Tak Lo	Senior MD & Head of Asia Pacific	23.3yrs	US$6.79m	0.14% $ 8.2m
Douglas Sharp	Senior MD	5.2yrs	US$5.98m	0.019% $ 1.1m
David Farmer	Chief Operating Officer	no data	no data	no data
Terry Vacheron	Chief Accounting Officer	2.2yrs	no data	0.0038% $ 226.1k
Donie Lochan	MD, CTO & Global Head of Technology	no data	no data	no data
Michael Hyman	Head of Global Credit Strategies & CIO of Global Investment Grade & Emerging Markets	no data	no data	no data
Gregory Ketron	Head of Investor Relations & Treasury	no data	no data	no data
Susan Steele	Compliance Manager	no data	no data	no data

2.2yrs

Average Tenure

49yo

Average Age

Experienced Management: 3IW's management team is considered experienced (2.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Andrew Schlossberg	President	less than a year	US$11.86m	0.18% $ 10.8m
G. Wagoner	Independent Chairperson	11.3yrs	US$544.99k	0.020% $ 1.2m
Martin Flanagan	Chairman Emeritus	less than a year	US$17.35m	0.96% $ 57.4m
Thomas Finke	Independent Non Executive Director	3.4yrs	US$314.99k	0.0070% $ 420.3k
William Glavin	Independent Non-Executive Director	5.3yrs	US$325.86k	0.011% $ 645.8k
Phoebe Wood	Independent Non-Executive Director	14.3yrs	US$364.99k	0.017% $ 1.0m
Christopher Womack	Independent Non-Executive Director	2.6yrs	US$314.99k	0.0060% $ 362.6k
Sarah Beshar	Independent Non-Executive Director	7yrs	US$334.99k	0.018% $ 1.1m
George Baird	Chairman of Invesco Leveraged High Yield Fund Limited	no data	no data	no data
Elizabeth Johnson	Independent Non-Executive Director	1.3yrs	US$320.54k	0.0036% $ 213.5k
Nigel Sheinwald	Independent Non-Executive Director	9.3yrs	US$314.99k	0.015% $ 924.8k
Paula Tolliver	Independent Non-Executive Director	3yrs	US$314.99k	0.0074% $ 445.0k

3.4yrs

Average Tenure

64yo

Average Age

Experienced Board: 3IW's board of directors are considered experienced (3.4 years average tenure).

Invesco Management

Management criteria checks 2/4

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

High number of new directors

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

President recently sold €3.8m worth of stock

Recent updates

First quarter dividend of US$0.20 announced

First quarter 2024 earnings released: EPS: US$0.31 (vs US$0.32 in 1Q 2023)

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

Full year 2023 earnings released: US$0.73 loss per share (vs US$1.50 profit in FY 2022)

Upcoming dividend of US$0.20 per share at 5.0% yield

Fourth quarter dividend of US$0.20 announced

Full year 2023 earnings released: US$0.73 loss per share (vs US$1.50 profit in FY 2022)

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

Upcoming dividend of US$0.20 per share at 6.1% yield

Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.39 in 3Q 2022)

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).

Upcoming dividend of US$0.20 per share at 4.9% yield

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

Second quarter 2023 earnings released: EPS: US$0.29 (vs US$0.27 in 2Q 2022)

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

Invesco Ltd. Announces Changes to Its ETF Line-Up

High number of new directors

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.

Upcoming dividend of US$0.20 per share at 4.7% yield

First quarter 2023 earnings released: EPS: US$0.32 (vs US$0.43 in 1Q 2022)

President recently sold €3.8m worth of stock

Full year 2022 earnings released: EPS: US$1.50 (vs US$3.01 in FY 2021)

Invesco Ltd. Announces Board of Directors Changes

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

Invesco Ltd. Announces Executive Changes

Upcoming dividend of US$0.19 per share at 3.8% yield

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

Full year 2022 earnings released: EPS: US$1.50 (vs US$3.01 in FY 2021)

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.

Investor sentiment improved over the past week

Upcoming dividend of US$0.19 per share

Third quarter 2022 earnings released: EPS: US$0.39 (vs US$0.71 in 3Q 2021)

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

Upcoming dividend of US$0.19 per share

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.

Second quarter 2022 earnings released: EPS: US$0.27 (vs US$0.80 in 2Q 2021)

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

Chief Accounting Officer recently bought €66k worth of stock

Upcoming dividend of US$0.19 per share

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

First quarter 2022 earnings released: EPS: US$0.56 (vs US$0.58 in 1Q 2021)

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

President recently sold €3.3m worth of stock

PE Firms Reportedly Partner Each of 4 IDFC MF Suitors