Delivering value to clients and shareholders Martin L. Flanagan - PowerPoint PPT Presentation

Delivering value to clients and shareholders Martin L. Flanagan President and CEO February 11, 2011

Forw ard-looking statem ents This presentation, and comments made in the associated presentation today, may include “forward-looking statements.” Forward-looking statements include information concerning future results of our operations, expenses, earnings, liquidity, cash flow and capital expenditures, industry or market conditions, AUM, acquisitions, debt and our ability to obtain additional financing or make payments, regulatory developments, demand for and pricing of our products and other aspects of our business or general economic conditions. In addition, words such as “believes,” “expects,” “anticipates,” “intends,” “plans,” “estimates,” “projects,” “forecasts,” and future or conditional verbs such as “will,” “may,” “could,” “should,” and “would” as well as any other statement that necessarily depends on future events, are intended to identify forward-looking statements. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. There can be no assurance that actual results will not differ materially from our expectations. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our most recent Form 10-K and subsequent Forms 10-Q, filed with the Securities and Exchange Commission. You may obtain these reports from the SEC’s website at www.sec.gov. We expressly disclaim any obligation to update the information in any public disclosure if any forward-looking statement later turns out to be inaccurate. 1

Discussion topics Delivering value through our multi-year focus on strategy Winning in the global marketplace Questions Appendix 2

I nvesco: W ho w e are A leading independent global investment manager Our global resources include: • $616.5 billion in assets under management around the globe • Specialized investment teams managing investments across a wide range of asset classes and investment styles • More than 600 investment professionals and more than 5,000 employees worldwide • Local client support in more than 20 countries, serving clients in more than 100 countries Our clients benefit from our: • Commitment to investment excellence • Depth of investment capabilities • Organizational strength Source: I nvesco. I nvestment professional and employee data as of 12/ 31/ 2010. Invesco Ltd. AUM is as of 12/ 31/ 2010 and includes all assets under advisement, distributed and overseen by Invesco Distributors, Inc. and its affiliate Invesco PowerShares Capital Management LLC which has an agreement with Deutsche Bank to provide certain marketing services for the PowerShares DB products. I nvesco PowerShares Capital Management LLC is the sponsor for the PowerShares QQQ and BLDRS products, unit investment trusts. ALPS Distributors, I nc. is the distributor of PowerShares QQQ, BLDRS Funds and the PowerShares DB Funds. I nvesco PowerShares Capital Management LLC and I nvesco Distributors, Inc. are wholly-owned, indirect subsidiaries of I nvesco Ltd. I nvesco Distributors, I nc. is the U.S. distributor for I nvesco Ltd.’s retail products. I nvesco Ltd. is not affiliated with ALPS Distributors, I nc. or Deutsche Bank. 3

I nvesco strategic priorities are focused on client success The markets are global and so is our company Achieve strong investm ent 1 perform ance Perpetuate a high- Deliver our investm ent 4 2 perform ance organization capabilities anyw here in the w orld to m eet client needs Take advantage of our w orld of opportunity as a prem ier global investm ent m anagem ent firm Harness the pow er of our 3 global operating platform 4

1 Achieve strong investment performance Com m itm ent to investm ent excellence High-quality results begin w ith specialized insight and disciplined oversight. The listed centers do not all provide products or services that are available in all jurisdictions, nor are their products and services available on all platforms. All entities listed are wholly owned, indirect subsidiaries of Invesco Ltd., except Invesco Great Wall in Shenzhen, which is a joint venture between Invesco and Great Wall Securities, and the Huaneng Invesco WLR Investment Consulting Company Ltd. in Beijing, which is a joint venture between Huaneng Capital Services and WL Ross & Co. Please consult your Invesco representative for more information. 5

1 Achieve strong investment performance Com m itm ent to investm ent excellence High-quality results begin w ith specialized insight and disciplined oversight. We believe the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight and quality controls. Disciplined, repeatable Perform ance m easurem ent I nvestm ent-centric culture investm ent philosophies and risk assessm ent and processes • Invesco has more than 600 • Each discrete investment • Independent risk investment professionals team has a clearly management controls and around the globe. articulated investment processes are in place within philosophy and process, each investment team and • Investment teams have access aligned with client across Invesco. to advanced investment expectations. technology, proprietary tools • Investment performance and platforms. • Tested strategies have reporting and risk been developed through management drive • Client support and experience of deep transparency throughout administrative platforms investment teams through the organization. provide scale and best multiple market cycles. practices, minimizing non- • Institutionalized oversight investment distractions. • CIOs have clearly defined seeks to ensure quality: accountability to manage – Investment team CIOs. • Competitive rewards system investment disciplines and – Executive management. aligns pay with investment develop talent. – Fund Boards. performance and recognizes – Invesco Ltd. Board. talent. All data as of Dec. 31, 2010 6

1 Achieve strong investment performance Com m itm ent to investm ent excellence Invesco’s enterprise risk governance framework Board of Directors and I ndependent Fund Boards Risk Oversight and Executive Managem ent Team Governance Risk Areas of Focus Credit/ Asset/ I nvestm ent Financial Operational Business Liability Global Perform ance Measurem ent Corporate Risk Managem ent Com m ittee and Risk • Timely and consistent identification, • Facilitates investment oversight function evaluation, and mitigation of operational and Risk • Independently reviews investment business risk Managem ent execution and process application Facilitation • Senior executives from all major business • Monitors consistency of investment functions including: results with mandates, market – Investment management/ trading environments, client and CIO – Product management expectations – Administration • 50 professionals – Portfolio operations – Legal and compliance – Finance and internal audit I nvestm ent Risk Managem ent Managing our core risks through the Risk Investment Centers Managem ent Em bedded in Business/ Operational Risk Managem ent the Business Managing all other risks in the business Com pliance and I nternal Audit I nternal Facilitate and monitor internal control at all levels Control FOR U.S. I NSTITUTIONAL I NVESTOR USE ONLY — 7 SYM-FLANAGAN-PPT-1I 9.10 invesco.com NOT FOR USE WITH THE PUBLI C

1 Achieve strong investment performance A m ulti-year focus has driven strong investm ent perform ance Aggregate performance analysis – asset-weighted % Assets in Top Half of Peer Group 2 0 1 0 1 -Year 3 -Year 5 -Year 48% 68% 78% 22% 32% 52% 2 0 0 5 1 -Year 3 -Year 5 -Year 62% 47% 63% 38% 37% 53% % Assets top half of peer group % Assets bottom half of peer group Includes AUM of $379.6 billion (62% of total IVZ) for 1 year, $375.1 billion (61% of total IVZ) for three year, and $361 billion (59% of total IVZ) for 5 year. Peer group rankings are sourced from a widely-used third party ranking agency in each fund’s market (Lipper, Morningstar, Russell, Mercer, eVestment Alliance, SITCA) and asset-weighted in USD. Rankings are as of prior quarter-end for most institutional products and prior month-end for Australian retail funds due to their late release by third parties. Rankings for the most representative fund in each GIPS composite are applied to all products within each GIPS composite. Excludes passive products, closed-end funds, private equity limited partnerships, non-discretionary direct real estate, unit investment trusts and CDOs. Certain funds and products were excluded from the analysis because of limited benchmark or peer group data. Had these been available, results may have been different. These results are preliminary and subject to revision. Performance assumes the 8 reinvestment of dividends. Past performance is not indicative of future results and may not reflect an investor’s experience.