September 27, 2016 3:07 AM ET

Capital Markets

Company Overview of Invesco Canada Ltd.

Company Overview

Invesco Canada Ltd. is a privately owned investment manager. The firm primarily provides its services to Canadian mutual funds and investment companies. The firm launches and manages equity, fixed income, balanced mutual funds and hedge funds for its clients. It invests in the public equity, fixed income, and real estate markets across the globe. It also invests in exchange traded funds. The firm invests in the growth and value stocks of companies. It also invests in fixed income securities including commercial paper, certificates of deposit, master and promissory notes, municipal securities, repurchase agreements, government securities, and corporate bonds. The firm employs fundamental and ...

5140 Yonge Street

Suite 800

Toronto, ON M2N 6X7


Founded in 1981





Key Executives for Invesco Canada Ltd.

Chief Executive Officer, President, Senior Managing Director and Director
Age: 62
President, Chief Operating Officer, and Director
Chairman, Co-Founder, and Director
Chief Financial Officer, Executive Vice President and Director
Age: 59
Chief Investment Officer, Head of Small-Cap Equities, Vice President, and Portfolio Manager
Compensation as of Fiscal Year 2016.

Invesco Canada Ltd. Key Developments

Invesco Canada Launches New Global Balanced and Fixed Income Funds

Invesco Canada has launched Invesco Global Bond Fund and Trimark Global Diversified Income Fund. Both funds leverage the deep knowledge base of the Invesco Fixed Income (IFI) team. Global fixed income: For Canadian investors seeking pure fixed-income exposure, Invesco Global Bond Fund is an actively managed, global fixed-income strategy focused on delivering income and growth. The Fund may serve as a complement to equities and domestic bonds in an investor's overall portfolio. Investing primarily in investment-grade debt securities of governments, corporations and other issuers from around the world, the Fund seeks to generate income and capital appreciation over the long term. The Fund is built upon a foundation of high-quality government and corporate bonds, as well as structured bonds, such as mortgage-backed and asset-backed securities. At least 75% of the portfolio is allocated to investment-grade bonds. The Fund may also invest up to 25% of assets in debt securities that are rated below investment grade. The Invesco Global Bond Fund is managed by Michael Hyman, Head of Investment Grade Portfolio Management, IFI, Matthew Brill, Senior Portfolio Manager, IFI, and Ray Uy, Head of Macro Research and Global Multi-sector Portfolio Management, IFI. A balanced global approach: Trimark Global Diversified Income Fund was created for investors seeking global balanced exposure for long-term capital growth and income. The Fund also provides consistent cash flow for investors, through targeted monthly distributions. The equity portion of the Fund is managed by Michael Hatcher, Trimark Investments' Head of Global Equities and Jeff Feng, Head of Emerging-Markets Equities for Invesco Hong Kong Ltd. The equity portfolio invests in high-quality global dividend-paying companies, with the potential to achieve sustainable dividend growth, while helping to lower volatility in declining markets. It will typically consist of between 30 and 50 holdings. The fixed-income portion invests in securities issued by governments and corporations anywhere in the world. It will pursue enhanced yield opportunities through diversified exposure to multi-asset, investment-grade and/or below-investment-grade fixed-income securities. The fixed-income portion of the Fund will be managed by Jennifer Hartviksen, Head of Fixed-Income Investments for Trimark Investments and her Toronto-based team. Both Invesco Global Bond Fund and Trimark Global Diversified Income Fund are available in Series, A, P, F and PF. The Funds are also available as Platform Traded Funds (PTF), which helps to reduce costs for clients and administrative burden for advisors.

Invesco Seeks Listing For PowerShares

Invesco Canada Ltd. plans to list PowerShares DWA Global Momentum Index ETF on the NEO Exchange. The ETF is expected to begin trading in March once regulatory approval is granted.

Invesco Canada Ltd. Announces Executive Appointments

Invesco Canada Ltd. announced changes to the structure of its Trimark Canadian Equities team. Effective January 26, 2016, the team will be split into two distinct groups while retaining the highly collaborative Trimark investment philosophy. The Canadian Equity team will be led by Alan Mannik and Clayton Zacharias, both Vice Presidents of Trimark Investments, while the Canadian Equity Income team will be led by Brian Tidd, Vice President, Trimark Investments.

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