Invesco Ltd
For the period ended Dec 31, 2024. Filed Feb 25, 2025.
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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.
FY2024 · Filed Feb 25, 2025
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 |
|---|---|---|
| AI | — | Artificial Intelligence |
| AIF | — | Alternative Investment Funds |
| APAC | — | Asia-Pacific |
| AUM | — | Assets under management |
| Board | — | Board of Directors |
| bps | — | Basis points |
| CEO | — | Chief Executive Officer |
| CIP | — | Consolidated investment products |
| CISO | — | Chief Information Security Officer |
| CLOs | — | Collateralized loan obligations |
| Companies Act | — | Companies Act 1981 of Bermuda |
| CODM | — | Chief Operating Decision Maker |
| COSO | — | Committee of Sponsoring Organizations of the Treadway Commission |
| Covenant Adjusted EBITDA | — | A financial measure set forth in covenants in our revolving 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 |
| EPS | — | Earnings per share |
| ERISA | — | Employee Retirement Income Security Act of 1974 |
| ESG | — | Environmental, social and governance |
| ESMA | — | European Securities and Markets Authority |
| 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 |
| Long-term awards | — | Common share-based awards and other long-term awards |
| 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 |
| Revolving credit agreement or credit facility | — | Sixth amended and restated credit agreement, dated as of April 26, 2023, among Invesco Finance PLC and Bank of America included within Exhibit 10.1 of this Annual Report on Form 10-K |
| 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 |
| 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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