종목/IVZ
Invesco Ltd.
인베스코(Invesco Ltd.)는 소매 투자자, 기관, 고액자산가부터 연기금·재단·공적 기금 등 다양한 고객을 대상으로 자산운용 서비스를 제공하는 미국계 자산운용사입니다. 주식·채권을 중심으로 고객 맞춤형 분리형 포트폴리오를 운영하고, 주식·원자재·채권·멀티애셋·밸런스드 형태의 뮤추얼 펀드와 상장지수펀드(ETF)를 출시·운용하며 사모펀드도 관리합니다. 투자 대상은 글로벌 상장주식과 채권 전반으로, 대형·중형·소형주의 성장·가치 전략과 컨버터블, 국채, 지방채, 회사채, 고수익채권, 자산유동화증권 등 다양한 채권·구조화상품을 포함합니다.
운용전략으로는 절대수익, 글로벌 매크로, 롱·숏 전략과 계량적(퀀티) 분석을 활용하며 상품·고객군이 광범위한 점이 특징입니다. 주요 경쟁사로는 블랙록(BlackRock), 뱅가드(Vanguard), 스테이트 스트리트(State Street) 등 대형 글로벌 자산운용사가 꼽힙니다. 한국 투자자가 주목할 점은 다양한 펀드·ETF 라인업과 기관·소매를 아우르는 고객 기반, 그리고 글로벌 채권·대체자산까지 포괄하는 운용역량이며, 제공된 정보에는 재무 수치나 성과 관련 구체적 수치는 포함되어 있지 않습니다.
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 28일 (화) | 2026 Q1 | $0.59 | $0.57 | −3.4% | $1.26B | — |
| 100% (4/4) |
| BAC | 뱅크오브아메리카 | 411B | +8.6% | 100% (4/4) |
| MS | 모건스탠리 | 334B | +10.9% | 100% (4/4) |