Graphic of woman waiting for a taxi

Financial literacy

Financial inclusion and literacy protects consumers and fosters financial stability, benefiting both individuals and entire communities. Invesco supports partnerships that promote financial inclusion and literacy, with a focus on underserved communities, so that more people can learn important personal finance skills and achieve financial stability.

95%

increase

in financial literacy for Rock the Street, Wall Street participants

Hosted

financial workshop for children

in Japan titled “Let’s learn about money that makes our world wealthy!”

100K+

How Not To Suck at Money

visitors

Additional Highlights

  • Launched How Not To Suck at Money platform
  • 17,006 middle school students visited BizTown storefront

Our financial literacy partnerships and programs are all geared toward making financial literacy fun and accessible to everyone.

They include:

How Not to Suck At Money

How Not to Suck at Money

Through Invesco QQQ, the official exchange traded fund of the NCAA®, we launched a new financial education platform: How Not To Suck at Money. This free platform, based on choice-based game play, offers players an interactive learning experience with real-world financial situations. Players learn about topics such as budgeting, building credit, investing and moving out as they encounter and solve various money dilemmas while navigating a 3D semi-surreal college town. To date, more than 100,000 people have visited the platform.
Junior achievement

Junior Achievement

Junior Achievement and Invesco collaborate on a dynamic learning experience designed to enhance sixth-grade students’ financial literacy through an interactive storefront in Junior Achievement’s BizTown in Atlanta. In BizTown, students interact within a simulated economy and take on the role of employee and consumer for an assigned business. By the end of the simulation, each student completes a day’s work, develops a personal budget and makes purchasing decisions, giving them an authentic and relevant experience in business. Additionally, Invesco partners with 3DE by Junior Achievement. This partnership infuses business connectivity into all aspects of learning to deepen students’ understanding of business concepts. The goal of 3DE is for Invesco to present a case study to the students so they can learn about the asset management business.
Rock The Street, Wall Street

Rock The Street, Wall Street

Rock The Street, Wall Street supports financial literacy for high school girls by providing programming focused on investing and budgeting and by connecting students and female finance professionals through mentorships. Through our corporate sponsorship, now in its third year, female executives from Invesco’s investment, strategy, marketing, distribution and real estate teams lead weekly classroom-based workshops with students in Atlanta, Houston and New York, and meet regularly with the students as part of the ongoing mentorship. Students who participated in the program reported a 95 percent increase in financial literacy in 2021 and are five times more likely to pursue a major or minor in either finance or economics.