Filed under Rule 433
Registration Statement No. 333-159312
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Press Release
For immediate release |
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Invesco Announces Common Stock Offering
Contact: Doug Kidd: 404 479 2922 |
Atlanta, May 18, 2009 - Invesco Ltd. (NYSE:IVZ) today announces it has commenced a registered
public offering for $400,000,000 of additional common shares. Invesco intends to use the net
proceeds from the sale of the common shares for general corporate purposes, which may include,
among other options, support for continued growth, new product initiatives and diversification of
the company, and repayment of outstanding indebtedness.
Todays decision to add to Invescos shareholder equity increases both Invescos capital strength
and balance sheet flexibility, said Martin L. Flanagan, Invesco President and CEO. We believe in
this current market this action gives us greater ability to take advantage of numerous near-term
opportunities.
The shares will be issued pursuant to a prospectus supplement filed as part of a shelf registration
statement filed with the Securities and Exchange Commission on Form S-3. The company intends to
grant the underwriters, Merrill Lynch & Co., Citi and Morgan Stanley, an option to purchase up to
an additional 15% to cover over-allotments, if any.
Invesco has filed a registration statement (including a prospectus) with the Securities and
Exchange Commission for the offering to which this press release relates. Before you invest, you
should read the prospectus in that registration statement, the preliminary prospectus supplement
relating to this offering, and other documents Invesco has filed with the SEC for more complete
information about Invesco and this offering. You may get these documents for free by visiting the
SECs website at www.sec.gov. Alternatively, a copy of the prospectus supplement and prospectus
relating to these securities may be obtained, when available, by contacting Merrill Lynch & Co., 4
World Financial Center, New York, New York 10080, telephone: 866-500-5408; Citi, Attn: Prospectus
Department, Brooklyn Army Terminal, 140 58th Street, 8th Floor, Brooklyn, New York 11220,
telephone: (800) 831-9146; and Morgan Stanley & Co. Inc., 180 Varick St, 2nd Floor, New York, NY
10014, Attention: Prospectus Department or by email at prospectus@morganstanley.com.
Invesco is a leading independent global investment management company, dedicated to helping people
worldwide build their financial security. By delivering the combined power of our distinctive
worldwide investment management capabilities, Invesco provides a comprehensive array of enduring
investment solutions for retail, institutional and high net worth clients around the world.
Operating in 20 countries, the company is listed on the New York Stock Exchange under the symbol
IVZ. Additional information is available at www.invesco.com.
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This release 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
SECs Web site 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.