Invesco Ltd. (2020 – Present)

Trian reported its investment in Invesco Ltd. (“Invesco”) on October 2, 2020.

With approximately $1.245tn in assets under management (“AUM”) and 8,000 employees worldwide, Invesco is a global asset manager providing both active and passive investment products in equities, fixed income, multi-asset, and alternatives.

In October 2020, Trian began constructive discussions with Invesco’s management team regarding its ideas and initiatives. Trian believes that Invesco is undervalued and that there are numerous opportunities for Invesco to meaningfully improve its operations, capital allocation, and ESG profile. Trian also believes that Invesco should strongly consider capitalizing on potential industry consolidation. As such, Trian thinks it is well positioned to be a catalyst for positive changes.

On November 5, 2020, Nelson Peltz and Ed Garden were appointed to the Invesco Board of Directors. The announcement was the culmination of several weeks of constructive dialogue with Invesco’s President and CEO, Marty Flanagan, and Chairperson and Non-Executive Director, Rick Wagoner.

Nelson and Ed look forward to working with Invesco leadership team to help Invesco create significant long-term value for all Invesco stakeholders.

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

Trian Board Members