Invesco is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our institutional clients around the world. We manage over $36bn of institutional insurance assets* and have a deep knowledge of our insurance clients and their evolving needs including flexible mandates and customized reporting. Invesco can deliver customized insurance investment solutions across a variety of asset classes including fixed income, bank loans, equities, ETFs, real estate and cash management.

* As of December 31, 2019

Learn more at

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM32.84351,158.331,226.17
Two Peachtree Pointe 1555 Peachtree Street, N.E., Suite 1800. Atlanta, Georgia 30309

Chris Marx
Head of Insurance

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingNALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalNStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount705916145

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn1122661

AUM Summary

3rd Party General Account Public Private Total
Fixed Income23.39223.392
Firm Public Private Total
Fixed Income374.886374.886
Regions 3P-GA Firm
N America13.909873.914
Europe & UK5.349210.189

AUM Details

Public Fixed Income 3P-GA Firm
Governments & Agencies6.721
Municipals, Tax-Preferenced1.321
Municipals, Taxable
Securitized – RMBS0.864
Securitized – All Other
High Yield
Bank/Leveraged Loans3.902
Emerging Markets – Sovereigns
Emerging Markets – Corporates
Public Equities 3P-GA Firm
Large Cap3.36
Mid Cap1.525
Small Cap0.093
Global Developed Markets0.167
Emerging Markets0.641
Quant/Smart Beta1.013
Mkt Neutral / Long-Short / Liquid Alts
Passive SMAs
Private Fixed Income 3P-GA Firm
Private Placements – Traditional
Corporate – Middle Market
RE – CMLs0.075
RE – All Other Debt
Infrastructure Debt
High Yield
Private Equity, Equity Alts 3P-GA Firm
PE / VC0.419
RE Equity1.77
Infrastructure Equity
Hedge Funds

Subscribe to the Insurance AUM Journal

Insurance AUM is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:

You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.

By clicking submit below, you consent to allow Insurance AUM to store and process the personal information submitted above to provide you the content requested.

View Privacy Policy