RACE/CV/FINAL/15-16/067

MISSION
Our research-driven process seeks to achieve our core
investment goals by identifying “growth/value
anomalies”-companies with strong prospects to grow
shareholder value, managed by good stewards of capital,
that are trading at attractive valuations

INVESCO
Research And Consultancy Enterprise
Institute of Management Technology, Ghaziabad
 Industry Sector : Financial Services

 Established : 1935

 Headquarters : Atlanta, Gerogia US

 Key People : Rex D Adams (Chairman)

Martin l Flanagan (CEO & President)

 Financials :
Year Revenue Net income Number off employees
Q4 2014-15 $ 1.281bn $ 268.8 mn 6500

 Driving Principles for investment process

 Seek out growth/ value anomalies
 Maintain a long term , full market cycle perspective
 Utilize fundamental, bottom-up research
 Emphasize downside protection to allow for greater wealth compounding over time

 Key Facts : Why the mountain as the logo ?

 The mountain you see next to the Invesco name is Ama Dablam, in the Eastern Himalayan mountain
range of Nepal.
 To us, Ama Dablam is more than simply a mountain. It was chosen intentionally as a symbol, a beacon
and an aspiration.
 It represents the virtues we embrace as a company: strength, stability and longevity.
 The journey toward your financial summit — be it buying a home, educating your children or enjoying
your retirement — requires a sound investment plan with a long-term view, a rock-solid foundation and
perseverance.

 Competitors :

 Legg Mason ltd

 Huntington Bancshares incorporated
 T. Rowe Price Group Ltd
 Regions Financial Corporation

 Products :

 Investment management : Real estate

 Distressed investing
 Bank loans
 Quantitative equity
 Fundamental equity
 Hedge funds
 Fund of Funds etc

Research And Consultancy Enterprise

IMT Ghaziabad
 Recent News :
 Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of
$791.3 billion, an increase of 4.7% month over month. ( 31st Oct 2015 )

References:

 https://en.wikipedia.org/wiki/Invesco
 http://www.invesco.com/portal/site/global/AboutInvesco/
 http://www.slideshare.net/yash902007/invesco-limited

Research And Consultancy Enterprise

IMT Ghaziabad