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SMIF Member Tobias Cozzolino ’19 Pitches Invesco (IVZ) on October 23, 2018

SMIF Member Tobias Cozzolino ’19 Pitches Invesco (IVZ) on October 23, 2018

posted on October 26, 2018

Toby Cozzolino ’19 pitched Invesco (IVZ) to the Student Managed Investment Fund (SMIF) on October 23, 2018. Founded in 1935, Invesco manages nearly $1 trillion in investment assets for retail and institutional clients. The firm’s primary investment categories include equities, fixed income, alternatives, money market, and balanced funds. The company has a robust lineup of actively managed investment funds with a growing presence in passive products. Management looks forward to driving growth through a variety of revenue streams, including multi-asset & alternatives, traditional & smart beta ETFs, and digital investment services. The company has experienced above-average organic growth while also promoting expansion through a series of strategic acquisitions. Following Invesco’s expected acquisition of OppenheimerFunds in the second quarter of 2019, the combined firm will manage a total of $1.2 trillion in client assets. The class voted to buy 700 shares of IVZ.

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