Executive summary of Invesco company operations and investment strategy

Invesco Ltd: Executive Summary

Invesco Ltd. is one of the largest independent investment managers globally. The company states that it "strives to deliver outstanding products and services through a comprehensive array of enduring investment solutions for our retail, institutional and private wealth management clients around the world." (Invesco, Ltd., 2013, p.1) In addition, the company states that it employs approximately 740 investment professionals globally and has a presence in 20 countries although it serves clients in excess of 150 countries. The benefits Invesco's services are inclusive of: (1) Invesco's commitment to investment excellence; (2) Invesco's depth of investment capabilities; and (3) the company's "organizational strength." (, p.1)

Results Reported for Three Months Ending June 30, 2013

Invesco Ltd. reported that its emphasis on the delivery of "strong, long-term investment performance to our clients contributed to a 26.9% increase in operating income in the second quarter compared to the same period last year. Strong investment performance and a continued focus on meeting client needs drove positive long-term net flows during the quarter and helped the firm strengthen its operating margin to 39.3% from 35.7% a year ago." (Invesco, Ltd., 2013, p.1) Invesco reports that the total assets under management (AUM) as of June 30, 2013 totaled $705.6 billion. The reported total net inflows were $1.4 billion and net market losses $1. 3 billion and $30.5 billion in the second and first quarters in AUM of 2013 respectively. The foreign exchange rate movements were reported to have resulted in a $2.2 billion decrease in AUM in the second as compared to an $8.9 billion decrease in the first quarter 2013.

II. SWOT

Invesco's strengths are reported to include the "barriers of market entry." (Invesco, Ltd., 2013, p.1) Reported as Invesco's weaknesses are: (1) the level of competition; (2) productivity is low; (3) there are too many taxes; and (4) costs are high. (Business Plan International, 2013, p.1) Opportunities include: (1) the growing economy; (2) new acquisitions; (3) rates of growth; (4) global reach of business; (5) new markets; and (6) venture capital. (Business Plan International, 2013, p.1) Threats are reported to include: (1) high competition; (2) labor cost increases and (3) an overall increase in costs. (Business Plan International, 2013, p.1)

III. Corporate Governance