Invesco Asset Management (Japan) Limited
- Regulatory AUM
- $76.1B
- Discretionary
- $76.0B
- Clients
- 170
- Avg AUM / client
- $447M
- Accounts
- 190
- Employees
- 116
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 140 | $70.5B | 92.7% |
| Pension and profit sharing plans | 30 | $4.6B | 5.98% |
| Other investment advisers | Fewer than 5 clients | $31.9M | 0.04% |
| Insurance companies | Fewer than 5 clients | $555M | 0.73% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $401M | 0.53% |
| Corporations and other businesses | Fewer than 5 clients | $29.3M | 0.04% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Simpson, Jeremy, Charles | Director | Feb 2009 (18y) | Less than 5% | |
| Sato, Hideki | Ceo | Sep 2012 (14y) | Less than 5% | |
| Mochiyama, Tsuyoshi | Cco | May 2016 (10y) | Less than 5% | |
| Hasegawa, Masakazu | Statutory Auditor | Apr 2020 (6y) | Less than 5% | |
| Matsuo, Takashi | Director | Apr 2020 (6y) | Less than 5% | |
| Minaguchi, Tadao | Cio | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Invesco Far East Limited | Shareholder | Jul 2012 | A | 75% or more |
| Invesco Limited | Sole Shareholder | Dec 2007 | B | ≈ 42.19% – 100% via Invesco Holding Company Limited |
| Invesco Holding Company Limited | Sole Shareholder | Jul 2012 | B | ≈ 56.25% – 100% via Invesco Far East Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Invesco Limited: 75% – 100% of Invesco Holding Company Limited × 75% – 100% of Invesco Far East Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Invesco Holding Company Limited: 75% – 100% of Invesco Far East Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: INVESCO LTD AND AIM INTERNATIONAL MUTUAL FUNDS FAILED TO SUBMIT VOTING RIGHTS NOTIFICATIONS TO BAFIN AND THE ISSUERS BY THE REQUIRED DEADLINE. BAFIN ISSUED A NOTICE OF HEARING ON JULY 30, 2020 TO INVESCO LTD ALLEGING THAT VIOLATIONS OF THE VOTING RIGHTS REQUIREMENTS OCCURED ON 26 OCCASSIONS RELATING TO THE VOTING RIGHTS NOTIFICATIONS OF INVESCO LTD AND ON 28 OCCASIONS RELATING TO VOTING RIGHTS NOTIFICATIONS OF AIM INTERNATIONAL MUTUAL FUNDS. Status: Final Sanction Detail: DECISION TO IMPOSE A FINE OF 260,000 EUROS (APPROXIMATELY $309,595 USD) AGAINST INVESCO LTD WILL BE PAID BY THE JULY 2, 2021 DEADLINE. Summary: BAFIN IMPOSED A FINE OF 260,000 EUROS (APPROXIMATELY $309,595 US DOLLARS) AGAINST INVESCO LTD FOR 54 INCORRECT THRESHHOLD FILINGS BETWEEN 05/2019 AND 10/2019. THE FINE WILL BE PAID BY THE JULY 2, 2021 DEADLINE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Japan Trustee Services Bank, Ltd. $3.8B (16% of AUM) Apr 2020
- The Master Trust Bank Of Japan, Ltd $2.5B (3% of AUM) Mar 2026
- Custody Bank Of Japan, Ltd. $2.2B (3% of AUM) Mar 2026
- Trust And Custody Services Bank Ltd $1.6B (7% of AUM) Mar 2019
- Northern Trust $821M (1% of AUM) Feb 2025
- J.P. Morgan $777M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗