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 $12.57M. The average tenure of the management team and the board of directors is 2.1 years and 3.3 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	2.1yrs
Board average tenure	3.3yrs

Recent management updates

Recent updates

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Mar 24

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 27% But Its Business Still Trails The Market

Dec 18

Invesco reports 2.3% drop in August AUM on unfavorable market returns and forex headwind

Sep 12

Invesco: A Tradeable Low, But Long-Term Investors Should Wait For A Turnaround

Sep 01

Invesco AUM gains 4.2% in July on favorable market returns

Aug 09

CEO Compensation Analysis

How has Andrew Schlossberg's remuneration changed compared to Invesco's earnings?
Date	Total Compensation	Salary	Company Earnings
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 ($USD11.86M) is above average for companies of similar size in the US market ($USD8.42M).

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% $ 12.6m
Laura Dukes	Senior MD & CFO	3.7yrs	US$6.13m	0.085% $ 5.9m
Tony Wong	Senior MD & Co-Head of Investment	1.2yrs	US$4.37m	0.033% $ 2.3m
Stephanie Butcher	Senior MD & Co-Head of Investment	1.2yrs	US$4.76m	0.024% $ 1.7m
Andrew Tak Lo	Senior MD & Head of Asia Pacific	23.2yrs	US$6.79m	0.14% $ 9.5m
Douglas Sharp	Senior MD	5.1yrs	US$5.98m	0.019% $ 1.3m
David Farmer	Chief Operating Officer	no data	no data	no data
Terry Vacheron	Chief Accounting Officer	2.1yrs	no data	0.0038% $ 263.4k
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

2.1yrs

Average Tenure

49yo

Average Age

Experienced Management: IVZ's management team is considered experienced (2.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Andrew Schlossberg	President	less than a year	US$11.86m	0.18% $ 12.6m
G. Wagoner	Independent Chairperson	11.3yrs	US$544.99k	0.020% $ 1.4m
Martin Flanagan	Chairman Emeritus	less than a year	US$17.35m	0.96% $ 67.0m
Thomas Finke	Independent Non Executive Director	3.3yrs	US$314.99k	0.0070% $ 489.6k
William Glavin	Independent Non-Executive Director	5.3yrs	US$325.86k	0.011% $ 752.3k
Phoebe Wood	Independent Non-Executive Director	14.3yrs	US$364.99k	0.017% $ 1.2m
Christopher Womack	Independent Non-Executive Director	2.5yrs	US$314.99k	0.0060% $ 422.4k
Sarah Beshar	Independent Non-Executive Director	6.9yrs	US$334.99k	0.018% $ 1.3m
George Baird	Chairman of Invesco Leveraged High Yield Fund Limited	no data	no data	no data
Elizabeth Johnson	Independent Non-Executive Director	1.2yrs	US$320.54k	0.0036% $ 248.7k
Nigel Sheinwald	Independent Non-Executive Director	9.3yrs	US$314.99k	0.015% $ 1.1m
Paula Tolliver	Independent Non-Executive Director	2.9yrs	US$314.99k	0.0074% $ 518.3k

3.3yrs

Average Tenure

64yo

Average Age

Experienced Board: IVZ's board of directors are considered experienced (3.3 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 US$4.1m worth of stock

Recent updates

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

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

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

Full year 2023 earnings: EPS and revenues miss analyst expectations

Invesco: No Pricing Power In An Inflationary Environment

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

Fourth quarter dividend of US$0.20 announced

Full year 2023 earnings: EPS and revenues miss analyst expectations

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

Price target increased by 9.0% to US$17.05

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

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 27% But Its Business Still Trails The Market

Now 20% undervalued

Invesco: Industry Headwinds And Threats To Its Business Model

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

Invesco: Active AUM Outflows Remains A Concern

Third quarter 2023 earnings: EPS misses analyst expectations

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

Price target decreased by 7.7% to US$15.95

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

Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits

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

Consensus EPS estimates fall by 10%

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

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

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

Invesco Ltd. Announces Changes to Its ETF Line-Up

Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'

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: EPS and revenues miss analyst expectations

President recently sold US$4.1m worth of stock

President notifies of intention to sell stock

Full year 2022 earnings: EPS misses analyst expectations

Now 22% undervalued after recent price drop

Invesco Ltd. Announces Board of Directors Changes

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

Invesco Ltd. Announces Executive Changes

Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO

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

Now 22% undervalued

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: EPS misses analyst expectations

Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings

Now 21% undervalued

Invesco December AUM slips 2% on disappointing market returns

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.

Price target increased to US$16.85

Now 20% undervalued

Invesco AUM ascends about 6% in November on positive market returns

Invesco - Revisiting The Upside In A Market Turnaround - It's Gone Too Far

Investor sentiment improved over the past week

Invesco AUM gains 2.8% in October on market returns

Upcoming dividend of US$0.19 per share

Consensus forecasts updated

Third quarter 2022 earnings: EPS misses analyst expectations

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