Invesco (IVZ) Proxy filing summary

Executive summary

• Achieved record $2.2 trillion in assets under management, with $81.2B in net long-term inflows and 6% organic growth in 2025, driven by diversified product offerings and global reach.

• Strategic initiatives included partnerships in private markets, modernization of flagship ETFs, and divestitures to sharpen focus and enhance profitability.

• Delivered strong financial results: net revenues up 6% to $4.66B, adjusted operating income up 14%, and adjusted diluted EPS up 19% year-over-year.

• Board and management emphasized disciplined execution, innovation, and talent development to sustain long-term growth.

Voting matters and shareholder proposals

• Shareholders to vote on: election of 11 directors, advisory say-on-pay for executive compensation, appointment of PwC as auditor, and amendment to Bye-Laws allowing director removal with or without cause.

• Board recommends voting FOR all proposals.

Board of directors and corporate governance

• Board comprises 11 nominees, 10 of whom are independent, with diverse backgrounds and expertise in finance, technology, and global markets.

• Board refreshment ongoing, with four new independent directors added in the past five years.

• Annual board and committee evaluations, robust director recruitment, and strong focus on diversity and inclusion.

• Independent Chair structure and proxy access for shareholders owning at least 3% for three years.