Invesco (IVZ) Proxy Filing summary

Executive summary

• Achieved record $2.2 trillion in assets under management (AUM) by year-end 2025, with $81.2 billion in net long-term inflows and 6% organic growth, outpacing most peers.

• Strategic priorities included simplifying the organization, strengthening the balance sheet, and investing in high-demand areas such as private markets, ETFs, and digital capabilities.

• Modernized flagship QQQ ETF, reduced fees for shareholders, and converted over $400 billion of AUM into long-term revenue-earning assets.

• Formed strategic partnerships with Barings and LGT Capital Partners to expand private markets offerings and launched new joint ventures in India and China.

• Delivered 14% increase in adjusted operating income, 19% increase in adjusted diluted EPS, and improved adjusted operating margin by 230 basis points compared to the prior year.

Voting matters and shareholder proposals

• Shareholders to vote on: election of eleven directors, advisory approval of executive compensation, appointment of PwC as independent auditor for 2026, and amendment of Bye-Laws to allow director removal with or without cause.

• Board unanimously recommends voting FOR all proposals.

Board of directors and corporate governance

• Board comprises 11 nominees, 10 of whom are independent; average tenure is 7 years, average age is 65.

• Board diversity includes 4 women and 5 directors of diverse gender or race.

• Committees (Audit, Compensation, Nomination & Corporate Governance) are composed entirely of independent directors.

• Annual board and committee evaluations, robust director recruitment, and enhanced stock ownership requirements for directors.

• Proxy access allows groups of up to 20 shareholders owning at least 3% for 3 years to nominate up to 20% of the board.