Invesco Asset Management (India)

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  • Invesco Asset Management (India)

    June 2016

  • Invesco Overview

  • Invesco A Leading Independent Global Investment Firm

    Invesco Ltd. global resources include:

    US$771.5 billion in assets under management around the globe

    Specialized investment teams managing investments across a wide range of asset classes and investment styles

    More than 6,000 employees worldwide

    On-the-ground presence in more than 20 countries, serving clients in more than 120 countries

    Publicly traded on NYSE; S&P 500 constituent, market cap of approximately US$13 billion

    Our clients benefit from our:

    Commitment to investment excellence

    Depth of investment capabilities

    Organizational strength

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    Source: Invesco Ltd. Client-related data, investment professional, employee data and AUM are as at March 31, 2016, and include all assets under advisement, distributed and overseen by Invesco. Invesco PowerShares Capital Management LLC is the sponsor for the PowerShares QQQ and BLDRS products. ALPS Distributors, Inc. is the distributor of PowerShares QQQ, BLDRS Funds and the PowerShares DB Funds. Invesco PowerShares Capital Management LLC and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.s retail products. Invesco Ltd. is not affiliated with ALPS Distributors, Inc. or Deutsche Bank. The entities listed are each indirect, wholly owned subsidiaries of Invesco Ltd., except ALPS Distributors Inc., Deutsche Bank and Invesco Great Wall in Shenzhen, which is a joint venture between Invesco and Great Wall Securities, and the Huaneng Invesco WLR Investment Consulting Company Ltd. in Beijing, which is a joint venture between Huaneng Capital Services and Invesco WLR Limited. Please consult your Invesco representative for more information

  • Our Mission, Principles and Differentiators

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    Source: Invesco

    Invesco Ltd. Mission Helping investors worldwide achieve their financial objectives

    Corporate Principles We are passionate about our clients successWorking together, we achieve morePeople are the foundation of our successWe earn trust by acting with integrityWe believe in the continuous pursuit of performance excellence

    DifferentiatorsDelivering the combined power of our distinctive, worldwide investment management capabilities to our clients through:

    Commitment to investment excellence

    Investment-centric cultureSpecialized investment teams with discrete investment perspectives Disciplined, repeatable investment philosophy and processes with strong risk oversight

    Depth of investment capabilities

    Wide range of traditional and alternative investment capabilitiesClient-driven solutionsDiverse set of delivery vehicles

    Organizational strength

    Independent firm solely focused on investment management Global presence and deep resourcesClient focus with experienced, consultative professionals

    Client Benefits Disciplined investment philosophy and processClearly stated investment disciplines aligned with client expectations and governed by diligent oversight and rigorous quality controls

    Capabilities to meet client needsA wide range of investment capabilities and delivery vehicles designed to support a variety of financial objectives

    Superior client experienceService and support with an investors first focus and a goal of providing an exceptional experience for our clients

  • Our Strategic Objectives Remain Consistent

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    Achieve strong investment performance

    Be instrumental to our clients success

    Harness the power of our global platform

    Perpetuate a high-performance organization

    Helping investors worldwide achieve their

    financial objectives

  • What we Believe inHelping investors worldwide achieve their financial objectives

    Our investors first approach is built on:

    Commitment to investment excellence

    High-quality results begin with specialized insight and disciplined oversight

    Depth of investment capabilities

    Our wide range of investment capabilities is designed to support a variety of financial objectives

    Organizational strength

    As an independent firm, our global organization is solely focused on investment management

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  • Commitment to Investment ExcellenceHigh-quality results begin with specialized insight and disciplined oversight

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    Source: Invesco Ltd. Client-related data, investment professional and employee data are as of March 31, 2016.

    Invesco believes the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight and quality controls.

    Investment-centric culture

    Invesco has investment professionals around the globeInvestment teams have access to advanced investment technology, proprietary tools and platformsOn-the-ground presence and administrative platforms provide scale and best practices, minimizing non-investment distractionsCompetitive rewards system aligns pay with investment performance and recognizes talent

    Disciplined, repeatable investment philosophies and processes

    Each discrete investment team has a clearly articulated investment philosophy and process, aligned with client expectationsTested strategies have been developed through experience of deep investment teams through multiple market cyclesChief investment officers (CIOs) have clearly defined accountability to manage investment disciplines and develop talent

    Performance measurement and risk assessment

    Independent risk management controls and processes are in place within each investment team and across InvescoInvestment performance reporting and risk management drive transparency throughout the organizationInstitutionalized oversight seeks to ensure quality: Investment team CIOs Executive management Fund boards Invesco Ltd. board

  • Commitment to Investment ExcellenceAn effective foundation for a sound risk culture

    Board of Directors and Independent Fund Boards

    Executive Management Team

    Global Performance Measurement and RiskFacilitates investment oversight functionIndependently reviews investment execution and process applicationMonitors consistency of investment results with mandates, market environments, client and CIO expectations90+ professionals

    Risk Areas of Focus

    Investment Risk ManagementManaging our core risks through theinvestment centers

    Business/Operational Risk ManagementManaging all other risks in the business

    Risk Management Facilitation

    Risk Management Embedded in the Business

    Internal Control

    Risk Oversight and Governance

    Corporate Risk Management CommitteeTimely and consistent identification, evaluation, and mitigation of operational and business riskSenior executives from all major business functions including: Investment management/trading Product management Administration (IT, IO, HR, Procurement) Portfolio operations Legal and compliance Finance and internal audit Strategy

    InvestmentCredit/Asset/Liability

    FinancialOperational

    Business

    Compliance and Internal AuditFacilitate and monitor internal control at all levels

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  • 9

    Commitment to investment excellence

    US$ 771.5 billion

    Source: Invesco Ltd. Client-related data, investment professional, employee data and AUM are as at March 31, 2016, and include all assets under advisement, distributed and overseen by Invesco. Invesco PowerShares Capital Management LLC is the sponsor for the PowerShares QQQ and BLDRS products. ALPS Distributors, Inc. is the distributor of PowerShares QQQ, BLDRS Funds and the PowerShares DB Funds. Invesco PowerShares Capital Management LLC and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.s retail products. Invesco Ltd. is not affiliated with ALPS Distributors, Inc. or Deutsche Bank. The entities listed are each indirect, wholly owned subsidiaries of Invesco Ltd., except ALPS Distributors Inc., Deutsche Bank and Invesco Great Wall in Shenzhen, which is a joint venture between Invesco and Great Wall Securities, and the Huaneng Invesco WLR Investment Consulting Company Ltd. in Beijing, which is a joint venture between Huaneng Capital Services and Invesco WLR Limited. Please consult your Invesco representative for more information

  • We have Specialized Investment Teams with Local Knowledge of Key Markets Across the Globe

    Invesco Ltd. is a truly global firm with:

    US$771.5 billion assets under management

    On the ground presence in more than 20 countries, including:

    AustraliaAustriaBelgiumCanadaChinaCzech RepublicFranceGermanyHong KongIndiaIreland

    ItalyJapanLuxembourgNetherlandsPolandSingaporeSouth KoreaSpainTaiwan (ROC)United Arab EmiratesUnited KingdomUnited States

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    Source: Invesco. Invesco Ltd. Client-related data, investment professional, employee data and AUM are as of March 31, 2016, and include all assets under advisement, distributed and overseen by Invesco. ALPS Distributors, Inc. is the distributor of the PowerShares DB Funds and is not affiliated with Invesco. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.s retail products. The entities listed are each indirect, wholly owned subsidiaries of Invesco Ltd., except ALPS Distributors, Inc. and Invesco Great Wall in Shenzhen, which is a joint venture between Invesco and Great Wall Securities, and the Huaneng Invesco WLR Investment Consulting Company Ltd. in Beijing, which is a joint venture between HuanengCapital Services and Invesco WLR Lim