Corporate Board Profile
Tech Score: 1/100
1 mention(s) identify PREMA MATHAI-DAVIS as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Invesco Bond Fund | 2024-07-02 | Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund. | Co-Founder & Partner of Quantalytics Research, LLC, a FinTech Investment Research Platform, indicating experience in technology and finance. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Aggregate Compensation from the Funds: None - Total Compensation from Fund Complex: $370,400 |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. Member of the Governance Committee; Member of the Investments Committee; Chair of the Valuation, Distribution and Proxy Oversight Committee |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. Member of the Governance Committee and Investments Committee |
| 2019-07-05 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) |
| 2021-06-22 | Prema Mathai-Davis, Trustee, 1950, Retired. Governance Committee members include Dr. Mathai-Davis. Compliance Committee members include Dr. Mathai-Davis. Investments Committee members include Dr. Mathai-Davis. Compensation from Annex B shows $426,970 total. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Compensation: $370,400 - Number of Funds Overseen: 140 |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired; Chair of the Valuation, Distribution and Proxy Oversight Committee; Member of the Governance Committee. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis extensive experience in running public and charitable institutions benefits the Funds. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The members of the Compliance Committee are Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Governance Committee members include Dr. Mathai-Davis. The Investments Committee members include Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC; Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute Number of Funds Overseen: 190 Other Trusteeships: Member of Board of Positive Planet US and HealthCare Chaplaincy Network Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-07-03 | Dr. Prema Mathai-Davis. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the New York Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis extensive experience in running public and charitable institutions benefits the Target Funds. |
| 2014-07-18 | Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Aggregate Compensation from Fund Complex: $370,400 |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired Member of the Governance Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. Compensation: $25,773 Aggregate Compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Prema Mathai-Davis - 1950 - Trustee - Retired. Co-Owner & Partner of Quantalytics Research, LLC. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The Governance Committee members include Dr. Mathai-Davis. The Investments Committee members include Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; Board member of Johns Hopkins Bioethics Institute Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of the YWCA Retirement Fund; CEO of the YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Member of the Houston Board; Member of the Houston Governance Committee - Aggregate Compensation from the Funds: None |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. Committees: Governance Committee, Investments Committee, Valuation, Distribution and Proxy Oversight Committee. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2018-06-25 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. ... The Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). ... The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. ... The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired Co-Owner & Partner of Quantalytics Research, LLC Formerly: Chief Executive Officer of the YWCA of the USA; Commissioner of the New York City Department for the Aging; Commissioner of the Metropolitan Transportation Authority of New York; Trustee of the YWCA Retirement Fund; Advisory board of the Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis extensive experience in running public and charitable institutions benefits the Funds. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None |
| 2021-06-22 | Prema Mathai-Davis, Trustee, Independent Trustee, born 1950, retired, former CEO of YWCA of the USA, board member of NY Metropolitan Transportation Authority. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis’ extensive experience in running public and charitable institutions benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | Prema Mathai-Davis (59) Proposed Trustee Retired. |
| 2010-06-21 | Prema Mathai-Davis (59) Trustee Since 2010 Retired. |
| 2011-06-06 | Prema Mathai-Davis - 1950 Trustee/Director 2010 Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2013-06-17 | Prema Mathai-Davis - 1950 Trustee 2010 Retired. Compensation: $340,700. |
| 2014-06-27 | Prema Mathai-Davis - 1950 Trustee 2010 Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. Governance Committee Member |
| 2015-07-09 | Dr. Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. The Governance Committee members include Messrs. Arch, Crockett, Albert R. Dowden (Chair), Jack M. Fields (Vice-Chair), Hugo F. Sonnenschein, Dr. Prema Mathai-Davis and Ms. Woolsey. The Investments Committee members include Messrs. Arch, Bunch (Chair), Crockett, Dammeyer (Vice-Chair), Dowden, Fields (Vice-Chair), Martin L. Flanagan, Sonnenschein (Vice-Chair), Stickel, Philip A. Taylor, Ms. Woolsey and Drs. Mathai-Davis and Soll. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Dowden, Fields, Sonnenschein (Vice-Chair), and Dr. Mathai-Davis (Chair). |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired; Former CEO, YWCA of the U.S.A.; Chair of the Valuation, Distribution and Proxy Oversight Committee. |
| 2017-07-26 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. |
| 2018-06-25 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Member of the Governance Committee (Vice Chair) and Valuation, Distribution and Proxy Oversight Committee (Chair) |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. The Governance Committee is comprised of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Governance Committee held eight meetings during the fiscal year ended February 28, 2019. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) 202 None Compensation: $406,878 |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC. The Governance Committee members include Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. The Compliance Committee members include Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform) but no direct programming or software engineering skills are indicated. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-07-03 | Dr. Prema Mathai-Davis. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the New York Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits PIA. |
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Trustee of the YWCA Retirement Fund; Advisory board of Johns Hopkins Bioethics Institute - Aggregate Compensation from Fund Complex: $370,400 |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2016 is shown on Annex B. |
| 2017-07-26 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. |
| 2018-06-25 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee members are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The members of the Compliance Committee are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: 398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute |
| 2024-07-02 | Dr. Mathai-Davis’ extensive experience in running public and charitable institutions benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Aggregate Compensation from Fund Complex: $370,400 |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2017-07-26 | Prema Mathai-Davis - 1950, Trustee, Retired; Former CEO, YWCA of the U.S.A.; Member of the advisory board of the Johns Hopkins Bioethics Institute. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. The Governance Committee is composed of Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee is composed of Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. Compensation of Trustees: Prema Mathai-Davis received $25,773 in aggregate compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None |
| 2021-06-22 | Prema Mathai-Davis, Trustee, Independent Trustee, born 1950, Retired. Trustee since 1998. Member of Governance Committee, Compliance Committee, Investments Committee. Compensation: $426,970. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform) from 2017 to 2019, when the firm was acquired by Forbes Media Holdings, LLC. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Prema Mathai-Davis (1950) Nominee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2016-07-20 | Prema Mathai-Davis - 1950 Trustee Retired CEO of YWCA of the USA; Chair of Valuation, Distribution and Proxy Oversight Committee; Member of Governance Committee. |
| 2017-07-26 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. The Governance Committee members are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee members are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired Co-Owner & Partner of Quantalytics Research, LLC The Board believes Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. Governance Committee members: Crockett, Fields (Chair), LaCava, Wilson, Stern, Jones, Mathai-Davis (Vice Chair). Investments Committee members: Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli, Wilson (Vice Chair), Hostetler (Vice Chair), Ressel, Stern (Vice Chair), Jones, Mathai-Davis. Valuation, Distribution and Proxy Oversight Committee members: Fields, Wilson, Stern, Jones (Vice Chair), Mathai-Davis (Chair). |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The Governance Committee members include Dr. Mathai-Davis. The Investments Committee members include Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform) from 2017 to 2019, when the firm was acquired by Forbes Media Holdings, LLC. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | Prema Mathai-Davis (59) Proposed Trustee Retired. |
| 2010-06-21 | Prema Mathai-Davis (59) Trustee Since 2010 Retired. |
| 2011-06-06 | Prema Mathai-Davis - 1950 Trustee/Director 2010 Retired.Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2012-07-03 | Dr. Prema Mathai-Davis - 1950 Trustee 2010 Retired. Formerly: Chief Executive Officer of the YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2013-06-17 | Prema Mathai-Davis - 1950 Trustee 2010 Retired. Compensation: $340,700. Committees: Governance Committee, Investments Committee, Valuation, Distribution and Proxy Oversight Committee. |
| 2014-06-27 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2021-06-22 | Prema Mathai-Davis, Trustee, Independent Trustee, born 1950, Retired; Member of Governance Committee; Member of Compliance Committee; Member of Investments Committee. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC; Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; Board member of Johns Hopkins Bioethics Institute Compliance Committee Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute |
| 2024-07-02 | Dr. Mathai-Davis previously served as co-founder and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform) from 2017 to 2019, when the firm was acquired by Forbes Media Holdings, LLC. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Aggregate Compensation from Fund Complex: $370,400 |
| 2015-07-09 | Prema Mathai-Davis - 1950, Trustee; Retired; Formerly CEO, YWCA of the U.S.A.; Commissioner of the New York City Department for the Aging; Commissioner of the Metropolitan Transportation Authority of New York; Trustee of the YWCA Retirement Fund; Advisory board of the Johns Hopkins Bioethics Institute. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly CEO of YWCA of the USA. Chair of the Valuation, Distribution and Proxy Oversight Committee. Member of the Governance Committee. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. |
| 2019-07-05 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. Dr. Mathai-Davis is currently co-owner and partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform). Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired Co-Owner & Partner of Quantalytics Research, LLC The Governance Committee members include Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis. The Investments Committee members include Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) |
| 2021-06-22 | Prema Mathai-Davis, Trustee, 1950, Retired. Members of the Compliance Committee include Dr. Mathai-Davis. Governance Committee members include Dr. Mathai-Davis. Investments Committee members include Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-07-03 | Dr. Prema Mathai-Davis. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. ... The Target Fund Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Target Fund. |
| 2014-07-18 | Prema Mathai-Davis (1950) Nominee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. Houston Governance Committee |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired; Chair of the Valuation, Distribution and Proxy Oversight Committee; Member of the Governance Committee. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. |
| 2019-07-05 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) 241 None |
| 2020-06-18 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The members of the Investments Committee are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Prema Mathai-Davis, Trustee, 1950, Retired. The Governance Committee members are Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. The Investments Committee members are Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute; Member of Board of Positive Planet US (non-profit) and HealthCare Chaplaincy Network (non-profit) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | Prema Mathai-Davis (59) Proposed Trustee Retired. Trustee of 149 funds/portfolios in the AIM Family of Funds. |
| 2010-06-21 | Prema Mathai-Davis (59) Trustee Since 2010 Retired. |
| 2011-06-06 | Dr. Prema Mathai-Davis, Trustee/Director. Dr. Prema Mathai-Davis has been a member of the Board since 1998. Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. |
| 2012-07-03 | Prema Mathai-Davis - 1950 Trustee 2010 Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. Formerly: Commissioner of the New York City Department for the Aging. She was a Commissioner of the New York Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. The Board of each Fund believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2013-06-17 | Prema Mathai-Davis - 1950 Trustee 2010 Retired. Committees: Governance Committee, Investments Committee, Valuation, Distribution and Proxy Oversight Committee. Compensation: $340,700. |
| 2014-06-27 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. 144 None |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. Trustee of the YWCA Retirement Fund, and on the advisory board of the Johns Hopkins Bioethics Institute |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) 241 None 406,878 |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None Compensation: $406,878 |
| 2021-06-22 | Prema Mathai-Davis, Trustee, 1950, Retired. The Governance Committee members include Dr. Mathai-Davis. The Investments Committee members include Dr. Mathai-Davis. Compensation from Annex B shows Prema Mathai-Davis received $20,233 from the Funds and total compensation of $426,970 from the Invesco Fund Complex. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired; Member of Board of Positive Planet US and HealthCare Chaplaincy Network; Chair of Preferred Shares Trustee; Member of Compliance Committee; Compensation $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Dr. Mathai-Davis’ extensive experience in running public and charitable institutions benefits the Funds. |
Data sourced from SEC filings. Last updated: 2026-02-03