Invesco Ltd
For the period ended Dec 31, 2023. Filed Feb 21, 2024.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Feb 21, 2024
IVZ$28.91+6.8%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Glossary of Defined Termsi
GLOSSARY OF DEFINED TERMS
| Adjusted SOFR | — | Secured Overnight Financing Rate plus 0.10% adjustment |
|---|---|---|
| APAC | — | Asia-Pacific |
| AUM | — | Assets under management |
| bps | — | Basis points |
| CEO | — | Chief Executive Officer |
| CFTC | — | Commodity Future Trading Commission |
| CIP | — | Consolidated investment products |
| CISO | — | Chief Information Security Officer |
| CLOs | — | Collateralized loan obligations |
| Companies Act | — | Companies Act 1981 of Bermuda |
| COSO | — | Committee of Sponsoring Organizations of the Treadway Commission |
| DOL | — | The Department of Labor |
| Covenant Adjusted EBITDA | — | A financial measure set forth in covenants in our credit agreement, which is defined to be earnings before income tax, depreciation, amortization, interest expense, common share-based compensation expense, unrealized (gains)/losses from investments, net, and unusual or otherwise non-recurring gains and losses |
| EMEA | — | Europe, Middle East and Africa |
| EMIR | — | European Market Infrastructure Regulation |
| EPS | — | Earnings per share |
| ERISA | — | Employee Retirement Income Security Act of 1974 |
| ESG | — | Environmental, social and governance |
| ETFs | — | Exchange-traded funds |
| EU | — | European Union |
| FASB | — | Financial Accounting Standards Board |
| FCA | — | Financial Conduct Authority |
| GDPR | — | General Data Protection Regulation |
| GCSO | — | Global Chief Security Officer |
| GEIP ST | — | 2010 Global Equity Incentive Plan ST |
| IGW or Invesco Great Wall | — | Invesco Great Wall Fund Management Company Limited |
| LIBOR | — | The London Inter-Bank Offered Rate |
| MassMutual | — | Massachusetts Mutual Life Insurance Company |
| NAV | — | Net asset value |
| NYSE | — | New York Stock Exchange |
| OECD | — | Organization for Economic Cooperation and Development |
| PCAOB | — | Public Company Accounting Oversight Board |
| PIPL | — | Personal Information Protection Law |
| RIS | — | Retail Investment Strategy |
| RSAs | — | Restricted stock awards |
| RSUs | — | Restricted stock units |
| S&P | — | Standard & Poor's |
| SEC | — | U.S. Securities and Exchange Commission |
| SFC | — | Securities Futures Commission of Hong Kong |
| SFDR | — | Sustainable Finance Disclosure Regulation |
| SMA | — | Separately Managed Accounts |
| SOFR | — | Secured Overnight Financing Rate |
| the company | — | Invesco Ltd. and its consolidated entities |
| the Parent | — | Invesco Ltd. |
| TRS | — | Total return swap |
| UITs | — | Unit Investment Trusts |
| U.K. | — | United Kingdom |
| U.S. | — | United States |
| U.S. GAAP | — | U.S. Generally Accepted Accounting Principles |
| UCITS | — | Undertakings for the Collective Investment in Transferable Securities |
| UTBs | — | Unrecognized tax benefits |
| VIE | — | Variable interest entity |
| VOE | — | Voting interest entity |
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