Invesco Ltd.

Invesco Ltd. is an independent investment management firm that provides active, passive, and alternative investment capabilities. The company has approximately 7,500 employees and operates in more than 20 countries, serving clients in over 120 countries. Invesco manages investments across various asset classes, investment styles, and geographies through specialized investment teams. As of December 31, 2025, the firm managed approximately $2.2 trillion in assets for investors globally. Invesco has a significant presence in the retail and institutional markets within the investment management industry across the Americas, Europe, Middle East and Africa (EMEA), and Asia-Pacific (APAC). The company's success is driven by strong long-term investment performance, positive market performance, high-quality client service, effective distribution relationships across diverse investment management capabilities, distribution channels, geographic areas, and market exposures, and competitive pricing. Invesco measures investment performance against competitors' products, industry benchmarks, and client investment objectives. Distributors, investment advisors, and consultants typically consider longer-term investment performance (e.g., three-year and five-year performance) when selecting products and making recommendations. Third-party ratings can also influence client investment decisions. Client service quality is monitored through client satisfaction surveys, analysis of response times and redemption rates, competitive benchmarking, and feedback from investment consultants.