Portfolio

Invesco Ltd. (2020 – Present)

With over $1.6tn in assets under management (“AUM”) as of December 31, 2021, Invesco Ltd. (“Invesco”) is a global asset manager providing both active and passive investment products in equities, fixed income, multi-asset, and alternatives.

Trian reported its investment in Invesco on October 2, 2020.

From November 5, 2020 until February 1, 2022, Nelson Peltz and Ed Garden served on the Invesco Board of Directors.

As the company’s second largest shareholder, Trian remains confident in Invesco’s leadership, business momentum and long-term strategy.

Sector: Financial

ESG Highlights: Please refer to the Trian ESG Fact Sheet

Company Website: https://www.invesco.com/corporate

For more information on ESG initiatives at Invesco, please visit https://www.invesco.com/corporate/about-us/esg