Invesco
1.85 %
-1.33 %
Yet to be announced
Company Overview
Invesco Ltd. provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. The firm invests in the public equity and fixed income markets across the globe.
Revenue Sources
PassInvesco's primary revenue comes from investment management and advisory fees, which are based on assets under management. The company does not directly engage in prohibited activities like gambling, alcohol, or tobacco. Their business model of asset management and providing investment solutions is permissible from an Islamic perspective.
Reliance on Interest
| Reporting Date | Total Revenue | Total Expense | Interest Income | Interest Expense | Interest Income Ratio | Interest Expense Ratio |
|---|---|---|---|---|---|---|
| March 31, 2025 | $1.53b | $13.1m | $-1,800,000.0 | $13.1m | 0.12% | 100.00% |
| Dec. 31, 2024 | $3.06b | $12.4m | $12.2m | $12.4m | 0.40% | 100.00% |
| Sept. 30, 2024 | $-2,500,000.0 | $13.4m | $-2,500,000.0 | $13.4m | 100.00% | 100.00% |
| June 30, 2024 | $1.5b | $16.3m | $-5,300,000.0 | $16.3m | 0.35% | 100.00% |
Based on the financial data from the last four quarters, both interest income and interest expense are present in the company's operations. The interest expense to total expense ratios consistently exceed the 5% threshold that would be considered insignificant. Additionally, the company's business model involves significant interest-based activities through their fixed-income investment products.
Operational Ethics
PassWhile Invesco operates globally, including in China, there is no clear evidence of direct material collaboration with the Chinese Communist Party. The company does not appear to have significant operations or R&D centers in Israel.
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