For more than 30 years Invesco has been associated with responsible investing, and today delivers this through equity, fixed income, multi-asset, real estate and customised strategies.
We believe that incorporating environmental, social and governance (ESG) practices into our investment activities can positively impact the value we provide clients - and help ensure a sustainable environment for future generations.
Invesco is a signatory of the United Nations Principles of Responsible Investment (PRI) and was recognised as “ESG Innovation Asset Manager of the Year” by CIO / Strategic Insight (Dec 2018).
Engaged with 1000+ companies on ESG topics in 2019, voting on 10,000 companies annually*
For ‘Strategy & Governance’ (PRI: Assessment Report for Invesco Ltd 2017, 2018, 2019)
ESG advocacy through industry associations and participation in policy efforts
Invesco Climate Change Report 2019
Invesco as a supporter of the Task Force on Climate-related Financial Disclosures (TCFD) is launching its first report on Climate Change.
ESG Investment Stewardship Annual Report
In our newest report, we share key achievements over the past year and highlight our continuing commitment to responsible investing.
Strategies for Responsible Investing: Emerging Academic Evidence
This publication from Cambridge Judge Business School evaluates two contrasting approaches to responsible investing: “Divest or Engage?”.
A perspective on active engagement
Socially responsible investing was once a fringe movement. In the past two decades however, the concept of responsible investment, or ESG investing, has grown significantly. Today it is a mainstream strategy within the professional asset management world.
Environmental disruption: friend or foe?
The way that companies are responding to disruptive trends is becoming increasingly important in determining their long-term performance.
Invesco is committed to being a responsible investor and a trusted partner. By adopting sound ESG practices and policies into activities across our firm, we aim to ensure that we are doing what’s right for our clients, as well as our shareholders, employees and the communities we serve.
Incorporating ESG factors within the investment process
Investment Stewardship Annual Report 2020 (covering 2019)
Stewardship code (2019)
Invesco Real Estate engagement policy (2019)
Henley Investment Centre ESG guiding framework (2020)
Invesco Quantitative Strategies ESG policy (2019)**
* Sources: Invesco January 1, 2019 to December 31, 2019 voting statistics. Invesco ESG team as of March 2020.
**Relates to the Invesco UK Enhanced Index, Invesco European ex UK Enhanced Index, Invesco US Enhanced Index, Invesco Global ex-UK Enhanced Index, Invesco Global Balanced Index and Invesco Global ex-UK Core Equity Index strategies.
- The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
- Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. Telephone calls may be recorded. Any views and opinions expressed subsequently are not those of Invesco.