Responsible investment

Invesco is committed to delivering an investment experience that helps people get more out of life. A key part of this effort is providing strong, long-term investment performance to our clients around the globe while meeting our fiduciary obligations and ensuring a sustainable environment for future generations.

For years, we’ve demonstrated our commitment to responsible investment by actively working to incorporate environmental, social and governance (ESG) practices across all areas of our firm.

Our ESG approach is rooted in our investment strategies, products, proxy voting, active ownership, engagement and other oversight practices to ensure we are meeting the highest levels of fiduciary and corporate responsibility. 

In the UK, Invesco is a Tier 1 signatory of the Financial Reporting Council’s Stewardship Code and an active member of the UK Sustainable Investment and Finance Association, while globally we achieved ‘A+’ ratings in 2017 from United Nations sponsored Principles of Responsible Investment (PRI) in two categories – Strategy and Governance.

Read our Investment Stewardship & Proxy Voting Annual Report

person
Bonnie Saynay

Global Head of Responsible Investing

Houston

US$65.6bn

AUM in sustainable investment 1

A+

PRI rating for Strategy & Governance 2

ESGleader

Among brokers and asset managers 3

1 US$65.6 bn as of 31 December 2017
2 PRI: 2017 Assessment Report for Invesco Ltd.
3 Ranked 3rd among 20 brokers and asset managers in North America with top 4 considered ESG leaders

99.6%

Meetings voted in 72 markets

18,000

Meetings, 80,000 ballots and 210,000 proposals

64%

Increase in our support to environmental proposals

Proxy voting approach

Investor-led, investor-driven

As active, long-term investors, we seek to encourage the companies in which we invest to adopt best-in-class ESG practices.

We believe proxy voting is the hallmark of active ownership and serves as a powerful mechanism to drive responsible investment, engagement and investment stewardship.

Invesco’s investor-led, investor-driven proxy voting approach helps to ensure that each meeting is voted in our clients’ best interests.

During 2017, Invesco voted in 99.6% of meetings in 72 markets globally.

Read our global proxy voting policy

All figures based on voting from 1 July 2016 to 30 June 2017. Rounded off to closest hundred

Increase in our support to environment proposals

Increase in diversity proposals

Support of all shareholder related proposals

Voted against the management proposals related to the compensation

Supported all activist campaigns

Invesco’s commitment to responsible investing

Download the Invesco Investment Stewardship & Proxy Voting Report

ESG Capabilities

Available from 9 investment centres and 15 investment teams *

Investment stewardship

Signatory to UK Stewardship Code (Tier 1 status) and the PRI (A+ rated for Strategy & Governance)

Resources

Proprietary global proxy voting platform and 9 Responsible Investment staff

Thought leadership

Recognised as advocates of responsible investing, participating in a range of industry forums 

ESG excellence

3 Invesco Real Estate strategies ranked 1st in peer group and Invesco rated an ESG leader *

* As of 30 September 2017

Invesco Real Estate sustainability policy

Sustainability is key at Invesco Real Estate (IRE), a division of Invesco Asset Management Limited. As a result, sustainability is a core part of our policy and procedures and, in addition, IRE Europe is a member of the Green Rating Alliance and has opted to comply with The European Association for Investors in Non-Listed Real Estate Vehicles’ (INREV) sustainability reporting guidelines.

Sustainability policy

Related literature

Responsible investing and active ownership

Responsible investing and active ownership

Download whitepaper

Proxy voting: the hallmark of active ownership

Download whitepaper

 

Lost in translation – In search of authenticity in ESG integration

Download whitepaper

 

Sustainable Factor Investing

Download whitepaper

 

Investment risks

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.

Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ those of other investment professionals and are subject to change without notice.