What is Invesco Ltd.'s Shariah compliance score?

Invesco Ltd. (IVZ) has a Shariah compliance score of 79/100 (Grade: B+, Good) based on AAOIFI screening standards. Scores above 70 typically indicate strong compliance. The score factors in business activity screening and financial ratio analysis including debt levels, interest-bearing deposits, and prohibited income percentages. View the full breakdown at HalalScreener.app.

Does Invesco Ltd. pass AAOIFI screening?

Invesco Ltd. (IVZ) passes AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (IVZ: 14.2%), (3) interest-bearing deposits below 30% (IVZ: 6.4%), and (4) prohibited income below 5% (IVZ: 0.7%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for Invesco Ltd. stock?

Invesco Ltd. (IVZ) has a non-permissible income ratio of 0.74%. Muslim investors should purify this percentage of any dividends received and capital gains realized from IVZ shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen Invesco Ltd. for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Invesco Ltd. (IVZ) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about IVZ's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

Is Invesco Ltd. (IVZ) halal? Halal. Based on AAOIFI screening, Invesco Ltd. passes both qualitative (business activity) and quantitative (financial ratio) screens with a compliance score of 79/100 (Grade: B+).

IVZ: Is Invesco Ltd. Halal?

Halal

Invesco Ltd.

NYSEFinancial ServicesUS

$28.92

+2.23%

AvoidBorderlineClean

Purify ~0.7% of income

About Invesco Ltd.

Invesco Ltd. operates as a publicly traded asset management firm. It serves a broad spectrum of clients, ranging from individual retail investors and high-net-worth individuals to diverse institutional entities such as public sector organizations, corporations, labor unions, non-profits, endowments, foundations, pension plans, financial institutions, and sovereign wealth funds. The firm's diverse product suite encompasses individually managed equity and fixed income portfolios tailored to specific client needs. Additionally, Invesco sponsors a variety of pooled investment vehicles, including mutual funds and exchange-traded funds (ETFs) across equity, fixed income, commodity, multi-asset, and balanced strategies. The firm also manages private funds. Globally, Invesco allocates capital across public equity and fixed income markets. It also delves into alternative asset classes, such as commodities and foreign currencies. Within equities, their focus spans growth and value stocks across all market capitalizations – large, mid, and small. The firm's fixed income portfolio is exceptionally broad, featuring investments in convertibles, government, municipal, and treasury bonds, along with cash. This extensive range also covers various maturities (short-term, intermediate-term), credit qualities (investment-grade, high-yield), and tax statuses (taxable, tax-free instruments), alongside senior secured loans and structured products like asset-backed, mortgage-backed, and commercial mortgage-backed securities. Invesco employs sophisticated strategies such as absolute return, global macro, and long/short approaches. Quantitative analysis is a cornerstone of its investment decision-making process. Founded in December 1935, the company maintains its primary operational hub in Atlanta, Georgia, complemented by an office in Hamilton, Bermuda. Historically, Invesco Ltd. operated under various names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jun 15, 2026

B+

Good

Good compliance with minor concerns

79Score

Business Activity Screen

Passed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Financial Ratio Screen

Passed

Financial ratios must be below AAOIFI thresholds

Debt / Market Cap14.2% / 30.0%

Compliance History

Halal, unchanged since May 2026.

No status changes recorded since we began tracking.

Tracked since May 2026. Updates automatically on each re-screen.

Screened: Jun 15, 2026Fiscal: Q1 2026Source: FMP

Purify Your IVZ Dividends

0.7% non-compliant income

IVZ has 0.7% prohibited income. Calculate exactly how much of your dividends to donate.

Financial Overview

Market Cap

12.8B

Price

$28.92

Sector

Financial Services

Industry

Asset Management

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Frequently Asked Questions

Is Invesco Ltd. (IVZ) halal to invest in?

Based on AAOIFI Standard 21 screening, Invesco Ltd. (IVZ) is rated Halal with a compliance grade of B+ (Good). It passes both the business activity screen (no primary involvement in prohibited sectors) and the quantitative financial ratio screen (debt, interest deposits, and prohibited income all below AAOIFI thresholds).

Why did Invesco Ltd. get a B+ compliance rating?

Invesco Ltd. (IVZ) received a grade of B+ (Good) based on three AAOIFI Standard 21 financial ratios: debt-to-market-cap of 14.2% (limit 30%); interest-bearing deposits of 6.4% (limit 30%); prohibited income of 0.74% (limit 5%). The grade reflects the margin of safety across all three ratios relative to their thresholds.

What could change Invesco Ltd.'s Shariah verdict?

Invesco Ltd.'s verdict is re-evaluated at each annual re-screen. Three events could change it: (1) the debt-to-market-cap ratio crossing 30%, typically from new debt issuance or a major drop in share price; (2) interest-bearing deposits exceeding 30% of market cap; or (3) prohibited revenue (alcohol, gambling, conventional finance, etc.) exceeding 5% of total revenue. Verdict flips are tracked in the compliance history section above.

How often is Invesco Ltd. re-screened for Shariah compliance?

Invesco Ltd. (IVZ) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jun 15, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.