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 2016 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 Responsible Investment Practice

"We believe that incorporating sound environmental, social and corporate responsibilities into activities across our firm can positively impact the value we provide to clients as well as our long-term shareholder value."
 
- 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
More than $50 billion in ESG integrative approaches/ responsible investment AUM in 8 Investment Centers.
Plus $60 billion exclude controversial weapons.3
Exclusionary screening, values-based exclusion, norms-based screening, best-in-class, thematic, and full ESG integration.
 


 

Resources1
7 Responsible Investment staff across two regions with 15 years’ average experience.
Works in close coordination with the 10 member Global Proxy Services team.
 


 

Research
Invesco leverages multiple ESG providers.
Delivers deep Responsible Investment analysis to investment teams.
Performs market research and provides training.

 


 

Investment Stewardship
Signatory to the PRI, UK Stewardship Code, and Japan Stewardship Code.
‘A’ rated by PRI in 2016 for Fixed Income, Direct Property, and Proxy Voting.
Invesco Perpetual assessed Tier 1 by FRC in 2016.
 


 

Active Ownership
Invesco has a deep engagement practice and active ownership platform.
Invesco IQS leverages Vigeo Eiris, an ESG leader, for targeted engagement, letter writing, and screening.
 


 

Proxy Voting2
Deep conviction, investor led and investor driven with 24/6 coverage globally.
Invesco voted 99.86% of all meetings.
Voted 18,000 meetings, 197,000 proposals, and 78,000 ballots.
Proprietary Platform.
 


 

Investment Excellence
Invesco Real Estate has three funds ranked #1 in their peer group for the 2016 Global Real Estate Sustainability Benchmark (GRESB) assessment.
Ranked #1 in amLeague’s Global Low Carbon Mandate for April, July, and September 2016.
 


 

Thought Leadership
Development of RI white papers in collaboration with global experts.
“Sustainable investing … but how?”
“Sustainable investment - getting it right”
“ESG investing”
PRI’s ESG Engagements Advisory Committee
 

Source: Invesco as of March 31, 2017
1 Data as of 2016. PRI = Principles for Responsible Investment. For additional information please go to invesco.com.
Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.

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: