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Invesco Managed Accounts
Invesco Managed Accounts, LLC offers customized SMA solutions for institutional clients and HNWIs, leveraging the Invesco global platform.
Invesco Managed Accounts
Invesco Managed Accounts, LLC is a registered investment adviser and subsidiary of Invesco Ltd., a global asset manager headquartered in Atlanta, Georgia, with a public listing on the New York Stock Exchange (NYSE: IVZ). The firm offers customized separately managed account (SMA) solutions, allowing clients to retain ownership of individual securities while outsourcing portfolio management. Wealth origin is corporate, derived from Invesco's publicly traded structure and its acquisition of entities like OppenheimerFunds in 2019 (per SEC filings). The unit's exact founding date is not specified, but Invesco Ltd. traces its roots to 1935. Strategy focuses on equity, fixed income, multi-asset, and alternative investments, with clients able to specify tax preferences, ESG criteria, and liquidity constraints. Stage coverage is broad, spanning public equities, investment-grade and high-yield bonds, and liquid alternatives. The unit does not typically engage in direct private equity or venture capital deals; instead, it allocates to mutual funds, ETFs, and third-party managers within the Invesco platform. Geographic footprint is global, with Invesco operating in over 20 countries (per Invesco, 2024). Total professionals dedicated to the managed accounts business are not separately disclosed, but Invesco Ltd. employed approximately 8,400 staff globally as of December 2024 (per Invesco annual report). The entity has no standalone offices outside Invesco's network; client-facing operations are integrated into Invesco's regional hubs in Atlanta, New York, London, and Hong Kong. Recent activity: April 2024: Invesco reported net long-term inflows of $1.5 billion into its managed accounts division during Q1 2024, driven by institutional mandates (per Invesco earnings call, April 2024). Structural differentiator: Invesco Managed Accounts operates as a pure service provider within a public company, with no proprietary capital at risk. Its mandate is to execute against client-defined parameters, not to generate alpha through active management of a pooled fund. This architecture allows for high customization but limits the unit's ability to invest in illiquid or opportunistic strategies outside client guidelines. The succession and governance structure is tied to Invesco's broader corporate hierarchy, with CEO Andrew Schlossberg overseeing the parent firm since 2022 (per Invesco, January 2022).
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
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Frequently asked questions
Who runs investment decisions at Invesco Managed Accounts?
The unit operates under Invesco's broader investment management structure, with portfolio managers selected from Invesco's platform to manage client-specific mandates. Day-to-day decisions are executed by a team of investment professionals, overseen by Invesco's Chief Investment Officer oversight. As of May 2025, Invesco's global CIO is Stephanie Butcher (per Invesco, 2024).
How does Invesco Managed Accounts source proprietary deal flow?
The unit does not source proprietary deals; instead, it constructs portfolios using Invesco's suite of mutual funds, ETFs, and separately managed account strategies. Clients can choose from Invesco's research-driven offerings, with no direct involvement in private or illiquid investment opportunities outside the platform.
Is Invesco Managed Accounts structured as a family office or asset manager?
It is an asset manager—specifically, a registered investment adviser (RIA) and a subsidiary of Invesco Ltd., a public company. It does not operate as a family office; rather, it provides managed account services to institutions and individuals, including some family offices that use the platform for asset allocation.
Does Invesco Managed Accounts participate in fund commitments or only direct deals?
The unit invests in funds—primarily Invesco's own mutual funds and ETFs—as well as direct individual securities (stocks and bonds) when constructing client portfolios. It does not make direct private equity or venture capital commitments on behalf of clients, as those are typically illiquid and not suitable for separately managed accounts.
What investment stages does Invesco Managed Accounts typically target?
The unit focuses on public market stages: large-cap, mid-cap, and small-cap equities, along with investment-grade and high-yield fixed income. It does not target early-stage venture or late-stage private equity, as those require longer lock-up periods and are outside the SMA model.
Which sectors does Invesco Managed Accounts explicitly avoid?
The unit does not have firm-wide sector avoidance; instead, client mandates determine sector exposure. However, Invesco's SMA platforms typically avoid illiquid private assets, real estate direct ownership, and hedge fund structures unless specifically requested by a client. ESG-screened portfolios may exclude sectors like tobacco or weapons on a client-by-client basis.
Where does the underlying wealth come from for clients of Invesco Managed Accounts?
Clients include institutional investors (pension funds, endowments, foundations) and high-net-worth individuals. The wealth origin for HNWI clients is typically entrepreneurial or inherited, but Invesco does not disclose individual client details due to privacy. The unit's corporate wealth is derived from Invesco's public market capitalization and revenue from management fees.
Does Invesco Managed Accounts maintain philanthropic structures, and how are they separated?
Invesco Ltd. has a corporate foundation, the Invesco Foundation, which makes philanthropic grants separate from the managed accounts business. The managed accounts unit itself does not administer client philanthropic structures; clients may use donor-advised funds (DAFs) or private foundations managed through the SMA platform, but those are held at the client level, not the firm level.
What is Invesco Managed Accounts' known posture on co-investments alongside external GPs?
The unit does not engage in co-investments alongside external general partners, as its mandate is limited to public market securities and fund investments. Clients seeking co-investment opportunities would need to use separate vehicles outside the managed accounts platform. Invesco's alternatives division may offer co-investment access through private funds, but that is distinct from the managed accounts service.
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