Invesco Plc.
IVZ.US | Fund management activities
Invesco Plc is a global investment management firm. The company offers a wide range of investment strategies and vehicles to institutional, retail, and high-net-worth clients around the world. Its services include investment management across various asset classes, such as equities, fixed income, an...Show More
Better Health for All
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Invesco achieved WELL Platinum certifications for its facilities, emphasizing health and wellness, which includes mental health.
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This indicates comprehensive mental health programs with substantial resources and demonstrated outcomes. As an investment management firm, Invesco's products do not have direct safety implications for physical or mental health, nor do they carry health risks requiring disclosure. The company does not offer health-related products or services requiring accessibility considerations, nor does its business model involve serving vulnerable populations with health needs. Invesco does not collect or manage health-related data, hold healthcare-related patents, produce food products, or offer products with addiction potential. The company also does not conduct or sponsor clinical trials or health research.
Fair Money & Economic Opportunity
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In November 2024, Invesco Advisers, Inc. was fined $17.5 million by the SEC for making misleading ESG-related statements between 2020 and 2022.
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The company offers extensive financial literacy initiatives, including collaborations with Junior Achievement for sixth-grade students
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and online sessions in Japan for 10-15 year olds.
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Invesco sponsors Rock The Street, Wall Street programs for high school girls, where students reported a 68% increase in financial literacy
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and 93% indicated they are likely to pursue a major or minor in finance or economics.
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Invesco also launched "How Not To Suck at Money," the official financial education program of the NCAA,
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which covers topics like budgeting, banking, and investing,
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and was developed with research from 1,500 college students.
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The Invesco Cares Foundation makes donations to charities assisting those in financial need, such as the Trussell Trust and the Fuel Bank Foundation.
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Fair Pay & Worker Respect
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Invesco conducts regular pay equity reviews to ensure comparable wages for individuals in similar roles.
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The CEO and senior managing directors participate in the same 401(k) plan as all other employees, without supplemental retirement plans.
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The company offers comprehensive health and wellness programs, retirement savings plans, life insurance, and income-protection benefits.
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A 'Smart Working Policy' provides employees with flexibility in work location and hours, focusing on performance outcomes.
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In July 2024, Invesco implemented a gender-neutral paid parental leave policy across its EMEA operations, granting all new parents 26 weeks of paid leave at full basic salary, along with a phased return to work option.
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From 2018 to 2022, the representation of women in senior management roles globally increased from 27% to 37%, and the company supports 12 Business Resource Groups.
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Fair Trade & Ethical Sourcing
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Invesco ensures that since July 2020, 100% of the gold bars it holds are minted post-2012, adhering to the London Bullion Market Association's Responsible Gold Guidance.
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This commitment minimizes exposure to gold from before this period, thereby avoiding contributions to conflict and ensuring ethical sourcing for this material.
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Honest & Fair Business
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In November 2024, Invesco paid a $17.5 million civil penalty to the SEC for misleading claims regarding ESG integration.
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From 2020 to 2022, the company overstated the proportion of assets under management that integrated ESG considerations, claiming 70% to 94% integration.
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Invesco maintains a Whistleblower Hotline and website for anonymous and confidential reporting of various violations.
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However, a former fund manager claimed wrongful termination after filing a complaint alleging flawed practices.
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An independent investigation was conducted, which concluded in 2022, but identified HR process violations related to the incident.
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Kind to Animals
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As an investment management firm, Invesco's core business model does not involve animal-derived products, animal testing, or direct animal husbandry operations, rendering most animal welfare KPIs not applicable. While Invesco UK has partnered with the Wildfowl & Wetlands Trust (WWT) to support wetlands conservation
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, aiming to create and restore 100,000 hectares of wetlands
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, this is a stated aim rather than a documented achievement of measurable biodiversity impact. Additionally, Invesco's membership in the FAIRR Initiative reflects a commitment to integrating animal welfare considerations into investment decisions by addressing ESG risks in global protein supply chains
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. However, this evidence does not specifically detail participation in multi-stakeholder initiatives for animal-free testing and sourcing standards, nor does it describe direct public policy engagement or advocacy for higher animal welfare standards in a legislative context.
No War, No Weapons
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Invesco holds over $130 million in shares in "Israel's biggest weapons producer."
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Its investment portfolio focuses on domestic aerospace and defense companies that derive a meaningful portion of their revenue from the U.S. Department of Defense.
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These investments include companies producing military equipment such as bombs, missiles, artillery, and ammunition.
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This demonstrates ongoing exposure to controversial weapons and an active investment in defense-related assets, with no evidence of divestment.
Planet-Friendly Business
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No KPIs could be scored due to insufficient or non-specific evidence. While Invesco has stated a target to achieve net-zero emissions by 2050 for both its operations and investment portfolios
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, with interim targets including a 50% reduction in carbon footprint by 2030
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, this specific combination of target year and interim milestones does not precisely match any defined tier in the rubric for 'net_zero_target_year'. Similarly, the company's goal to reduce emissions by 46% by 2030, 'aligning with the Science Based Targets initiative'
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, does not constitute explicit SBTi validation required for 'sbti_aligned_targets'. Information on renewable energy use and green building certifications was limited to specific offices (e.g., Dublin
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, Henley
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) rather than company-wide percentages. Absolute Scope 1, 2, and 3 emissions were not provided, only percentage reductions. For all other KPIs, no relevant, quantifiable evidence was found in the articles.
Respect for Cultures & Communities
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Invesco has no reported cultural appropriation incidents. In 2022, the company's Toronto Green Team donated $10,000 to the Bruce Trail Conservancy, a UNESCO World Biosphere, to conserve local land.
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Safe & Smart Tech
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Invesco collaborated on and publicly released a "Comprehensive Responsible AI Assessment Framework" in April 2024.
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This framework provides a structured approach to integrating ESG considerations with AI investments, aiming for ethical and sustainable technological advancement.
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It includes tools for assessing AI use, evaluating commitment to responsible AI through structured engagements and thorough risk assessments, and applying ESG screens to AI-focused ETFs.
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The company mandates annual security training for employees.
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In 2024, no material cyber incidents were reported.
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Zero Waste & Sustainable Products
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No evidence was found in the provided articles regarding Invesco's operational waste management practices, product design for circularity, packaging sustainability, or any other metrics relevant to the 'Zero Waste & Sustainable Products' ethical value. The articles primarily discuss the company's ESG investment strategies, fund naming conventions, and integration of ESG factors into its investment processes
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, which are not directly related to its own waste generation or product lifecycle management.