Environmental, Social and Governance

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Responsible Investment Contacts

Inquiries
responsibleinvestment@invesco.com

Bonnie Saynay
Global Head of Responsible Investment and Proxy Governance
bonnie.saynay@invesco.com

Invesco is committed to adopting and implementing responsible investment principles in a manner that is consistent with our fiduciary responsibilities to clients. A key part of this effort is our 2017 Investment Stewardship & Proxy Voting Annual Report and our 2016 Corporate Social Responsibility Report.

Our global commitment to responsible investment

We are signatories to the UNPRI, UK Stewardship Code and Japan Stewardship Code. In 2016, the FRC (Financial Reporting Council) began tiering signatories and Invesco Perpetual was assessed as Tier 1 for our robust process and adherence to stewardship code principles. You can find a copy of Invesco’s PRI Transparency Report at www.unpri.org.

Our support for responsible investment comprises the following five areas:

  • Environmental, Social and Governance (ESG), evaluation, screening and integration
    ESG considerations are factors, among many, that may be considered as part of a robust fundamental research process.

  • Research, resources and training
    Our teams have access to a wide range of information, including the ESG-related practices of companies worldwide.

  • Engagement with our portfolio companies
    Our investment teams may question or challenge companies about ESG issues that could have an impact on future value.

  • Proxy voting
    We believe the voting of proxies should be managed with the same care as all other elements of the investment process.

  • Environmental sustainability
    Invesco recognizes its responsibility to help sustain a healthy, clean environment for future generations.

Learn more about our commitment to responsible investing.

Invesco’s Commitment to Responsible Investing.

Invesco's Responsible Investment Practice

"We believe that investing responsibly by incorporating sound environmental, social and governance (ESG) practices into activities across our firm can positively impact the value we provide to clients as well as the value we deliver to shareholders."
- Marty Flanagan, President and CEO
 

Read Invesco's Investment Stewardship & Proxy Voting Annual Report

Invesco is committed to adopting and implementing responsible investment principles in a manner that is consistent with our fiduciary responsibilities to clients. Invesco supports the Principles for Responsible Investment (PRI) and recognizes the importance of considering environmental, social and governance (ESG) issues as part of a robust investment process.

In June 2013, Invesco became a signatory of the UNPRI (United Nations Principles for Responsible Investment). The PRI is the largest and leading global responsible investment network of investment managers and asset owners in the industry. Invesco joins several other peer organizations in our support of the PRI initiative and material ESG topics.

The PRI is based on six key principles that serve as a foundational framework for large diversified investment managers to establish a well-articulated and supportive approach to ESG issues.

As part of our commitment to these Principles for Responsible investment:

  • We will incorporate ESG issues into investment analysis and decision-making processes.
  • We will be active owners and incorporate ESG issues into our ownership policies and practices.
  • We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  • We will promote acceptance and implementation of the Principles within the investment industry.
  • We will work together to enhance our effectiveness in implementing the Principles.
  • We will each report on our activities and progress toward implementing the Principles.

 


 

Capabilities1
US$66.6bn AUM in ESG integrative approaches/responsible investment in 9 investment centres across 15 investment teams.
Negative/exclusionary screening, sector/values-based exclusion, positive/best-in-class screening, thematic investing, and full ESG integration.
Invesco’s controversial weapons policy covers an additional US$149bn.²


 

Resources1
9 Responsible Investment staff across three regions with 14 years’ average experience.
Works in close coordination with the 9 member Global Proxy Services team.
Local governance support staff of 16.
A dedicated IT team of 3 members support the Invesco proxy portal.


 

Research
Invesco leverages multiple ESG vendors: ISS, GL, IVIS, Ethix, Vigeo Eiris,
Morningstar, Nikko Research Centre, MSCI and Sustainalytics.1
Providing deep ESG research: governance services, proxy research,
business involvement screening, controversial weapons research,
engagement services, carbon metrics, fund ratings, ESG research and ratings.


 

Investment stewardship
Signatory to the PRI, UK Stewardship Code and Japan Stewardship Code.
A+ rated by PRI in 2017 for Strategy & Governance, including a 43% increase in PRI assessment score from 2015.
Invesco Perpetual assessed Tier 1 by FRC since 2016.
Identified as an ESG Leader among brokers & asset managers in North America.3


 

Active ownership
Invesco has a deep engagement practice and active ownership platform.
Invesco Quantitative Strategies leverages Vigeo Eiris, an ESG leader, for targeted engagement, letter writing, and screening.
Involvement in industry organisations: Company Reporting and Auditing Group, Financial Reporting Council, AQR Committee


 

Proxy voting4
Deep conviction, investor-led and investor-driven with 24/6 coverage globally.
Patented, proprietary Proxy Voting Platform.
Voted 99.6% of 18,000 meetings, 80,000 ballots, and 210,000 proposals
in 72 unique markets.
An active approach to passive & index strategies.


 

ESG Excellence
In 2017, Invesco Real Estate has six strategies rated as "Green Star" with
three of the strategies ranked 1st in their respective peer groups.
Finalist for CIO’s inaugural Industry Innovation Award for ESG in 2017.
40% of Invesco’s funds rated by Morningstar have a sustainability rating of “High” or “Above Average”.5


 

Thought leadership
Development of white papers and pieces promoting responsible investment:
– Lost in Translation: In Search of Authenticity in ESG Integration
Participation in industry organisations:
– PRI ESG Advisory Committee, PRI SDG Working Group for Active Ownership
– UKSIF Board of Directors

1 As of 31 March 2018.
2 For further information regarding Invesco’s Controversial Weapons Policy please go to invescomanagementcompany.lu.
3 Ranked 3rd among 20 brokers and asset managers in North America with top 4 considered ESG leaders..
4 Voting from 1 July 2016 to 30 June 2017.
5 317 of 790 as of 31 March 2018.

Our commitment to corporate responsibility

"Invesco’s Corporate Social Responsibility efforts are motivated by the belief that doing what’s right for the environment, our people and the communities we serve helps us deliver the best possible experience to clients." 

- Marty Flanagan, President and CEO
 

Read Invesco's 2016 Corporate Social Responsibility Report

As a Responsible Investment firm, strong corporate social responsibility practices are part of our culture. Invesco’s commitment to Corporate Social Responsibility ensures we uphold responsible investment standards, are good stewards of the environment, celebrate diversity of thought from our colleagues, and give back to our communities.

Investing in our communities

Invesco encourages employees to play active roles in the growth and development of the communities in which they live and work. It’s our way of giving back. Through the Invesco Cares and Green Teams, local Invesco offices identify areas of community involvement based on the unique needs of the local community. Employees and senior leaders volunteer raise funds and participate in programs to give back to the communities we serve.

Read more about Invesco Cares.

Supporting the environment

As a global investment management firm, Invesco has a responsibility to help sustain a healthy, clean environment for future generations. We are committed to continuous improvement in environmental management as an important part of the way we do business.

In our offices across the globe, we have programs that recycle paper and other waste, limit contributions to landfills, reduce consumption of natural resources and conserve energy. We also encourage employees to use alternative forms of transportation and support programs that encourage conservation in our communities.

  • 84.3% of Invesco’s offices, including our Atlanta corporate office, Dallas, Downers Grove, Dublin, Frankfurt, Henley, Houston, Hyderabad, London, New York, Charlottetown and Toronto locations, are ISO 14001 registered.
  • Due in part to our strong track record regarding ESG issues, Invesco is ranked #1 in U.S. Capital Markets Industry, #9 in Financials sector, and #77 in US across all industries and sectors by the 2016 Newsweek Green Rankings1.

Read more about how Invesco supports the environment.

Valuing our people and their diverse perspectives

One of Invesco’s key attributes is our diversity of thought. This translates to a collaborative decision-making style rather than a top-down approach. To support this collaborative approach, Invesco is a place where employees feel valued, appreciated and respected for their unique contributions to our clients and to the firm overall.

The Invesco Women’s Network (IWN) was founded in 2010 in order to create opportunities and forums for the development, networking and engagement of Invesco women. Its goal is to further enhance the company’s ability to attract, retain, develop and advance women at all levels and across all functions within the firm to the benefit of our clients, employees and shareholders.

Visit our Careers page to learn more about our diversity and inclusion efforts.
Read more about diversity at Invesco.

With sponsorship at the highest levels of Invesco, IWN has grown to include 16 chapters across the globe:

Invesco Investment Stewardship and Proxy Voting Annual Report 2017

Whitepaper Proxy Voting: the hallmark of active ownership 2017 July

PRI Announcement 2017 July

Invesco Corporate Social Responsbility CSR Report 2017 June

Whitepaper Responsible investing and active ownership 2017 June

Invesco Global Corporate Carbon Emissions and Environmental Policy Statement 2018

White paper: Sustainable Factor Investing

Invesco Global Occupational Health and Safety Policy Statement 2018

Invesco Investment Stewardship and Proxy Voting Annual Report 2016

Invesco's Policy Statement on Global  Corporate Governance and Proxy Voting  2016

Invesco Perpetual Stewardship Policy  2018

Our global commitment to Principles for Responsible Investment 2015

Japan Stewardship Code