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Invesco Ltd. (NYSE: IVZ) is a leading independent global investment management firm with a strong presence across the globe. With over 740 dedicated investment professionals and operations in more than 20 countries, Invesco serves clients in over 150 countries. The firm is committed to delivering investment excellence, boasting a wide array of investment capabilities and a robust organizational structure.
Invesco provides comprehensive investment management services to both retail (66% of managed assets) and institutional clients (34%). As of March 2024, the firm managed $1.663 trillion in assets, which include equity (54% of AUM), balanced (4%), fixed-income (20%), alternative investments (10%), and money market (12%) operations. Invesco's offerings include a mix of active and passive investment strategies, with passive products accounting for 40% of the total AUM.
The firm has made notable achievements in the market, including the launch of unique ETFs focusing on cash flow and dividend growth, catering to the current economic environment. Invesco continues to innovate with products like the Invesco S&P High Dividend Growers ETF and the Invesco Nasdaq Free Cash Flow Achievers ETF, which target companies with high cash flow and high dividend growth potential.
Invesco's financial health remains robust, as evidenced by its recent performance. The firm reported $6.7 billion in net long-term inflows for Q4 2023 and $6.3 billion for Q1 2024. The firm's strategic initiatives, such as partnerships with industry leaders and the launch of innovative ETFs like the Invesco Galaxy Bitcoin ETF, further strengthen its market position.
Invesco’s U.S. retail business is among the largest nonproprietary fund complexes in the country. The firm also has significant market presence outside North America, with 29% of its AUM sourced from Europe, Africa, the Middle East, and Asia. This global reach allows Invesco to deliver its best ideas to investors worldwide.
For more information about Invesco Ltd., visit www.invesco.com.
Invesco's new study, "Watch Your Language: Rethinking how we communicate with participants," explores how language influences defined contribution (DC) plan participants' understanding and behavior towards investment options. The findings highlight a preference for effective communication that emphasizes retirement income over savings. Key insights indicate that 60% of participants prioritize income generation, with 70% favoring professionally managed funds. The study surveyed 1,607 participants and involved focus groups, revealing critical gaps in communication strategies among plan sponsors.
Invesco Ltd. (NYSE: IVZ) reported a strong performance for Q1 2021, highlighting net long-term inflows of $24.5 billion and an 8.8% annualized organic growth rate. The company achieved total AUM of $1,404.1 billion, up 4.0% from Q4 2020. Operating revenues reached $1,659.7 million, with a 20.7% operating margin. Adjusted EPS declined 5.6% to $0.68, impacted by a higher tax rate and lower net market gains. A dividend increase of 10% to $0.17 per share was approved, reflecting the company’s robust cash flow and liquidity improvements.
Invesco Ltd. (NYSE: IVZ) announced the launch of the Invesco MSCI Green Building ETF (GBLD) on April 22, 2021. This ETF focuses on the entire green building ecosystem, targeting companies involved in sustainable real estate, construction, redevelopment, and retrofitting of green-certified properties. This launch marks Invesco's expansion of its relationship with MSCI, making it the first US asset manager to license the MSCI Global Green Building Index for an ETF. With rising demand for green buildings, GBLD aims to align investments with sustainable values and mitigate climate change.
Invesco Ltd. (NYSE: IVZ) reported preliminary assets under management (AUM) of $1,404.1 billion as of March 31, 2021, reflecting a 0.9% increase from the previous month. The firm saw total net inflows of $6.4 billion with net long-term inflows of $5.9 billion. However, there were $1.3 billion in money market net outflows. Factors impacting AUM included favorable market returns (+$10 billion) and a foreign exchange effect (-$4.3 billion). The average AUM for Q1 2021 was $1,395.1 billion.
Invesco Ltd. (NYSE: IVZ) is set to report its first quarter 2021 results on April 27, 2021. The earnings release and presentation materials will be available on the Company's Investor Relations website at approximately 7:00 a.m. ET. A conference call to discuss these results will follow at 9:00 a.m. ET, accessible via audio webcast. For participation, US & Canada callers can dial 866-803-2143 while international participants should call 1-210-795-1098, using passcode 'Invesco'. An audio replay will be available post-call, expiring on May 11, 2021.
Invesco Ltd. (NYSE: IVZ) announced its 2020 Investment Stewardship Annual Report, detailing the integration of Environmental, Social, and Governance (ESG) principles in its investment strategy. As of 2020, Invesco managed $34.5 billion in ESG assets under management (AUM), up from $21 billion in 2019. The firm aims to fully integrate ESG factors into all investments by 2023, currently achieving 75%. Notably, Invesco's Proxy Voting saw engagement in 10,399 meetings, voting on 247,465 resolutions.
Invesco Ltd. (NYSE: IVZ) announced changes to the underlying indexes of two of its ETFs: Invesco Financial Preferred ETF (PGF) and Invesco Variable Rate Preferred ETF (VRP). Effective June 30, 2021, PGF will shift from the Wells Fargo® Hybrid and Preferred Securities Financial Index to the ICE Exchange-Listed Fixed Rate Financial Preferred Securities Index, while VRP will transition from the Wells Fargo® Hybrid and Preferred Securities Floating and Variable Rate Index to the ICE Variable Rate Preferred & Hybrid Securities Index. These changes aim to align with shareholders' long-term investment objectives.
Invesco Ltd. (NYSE: IVZ) announced its preliminary assets under management (AUM) as of February 28, 2021, totaling $1,391.5 billion, up 1.8% from the previous month. The company reported $11.2 billion in total net inflows, with net long-term inflows of $5.3 billion. AUM benefited from favorable market returns, contributing $13 billion to the total. The average total AUM for the quarter was $1,393.3 billion, while average active AUM stood at $1,008.7 billion.
Invesco Ltd. (NYSE: IVZ) has launched the Invesco International Developed Dynamic Multifactor ETF (IMFL), expanding its dynamic multifactor suite to include international equities. IMFL seeks to track the FTSE Developed ex US Invesco Dynamic Multifactor Index, adjusting factor holdings based on economic cycles. The ETF aims to provide access to large and mid-cap stocks from 24 developed markets outside the U.S. Invesco manages US$1.35 trillion in assets and emphasizes a robust investment experience for clients, leveraging advanced methodologies and frequent rebalancing.
Invesco Ltd. (NYSE: IVZ) has nominated Paula Tolliver, former CIO and CDO of Intel, for election to its Board of Directors during the Annual General Meeting on May 13, 2021. The nomination aims to enhance the board's expertise in technology and digital client experience, as emphasized by Chairperson Rick Wagoner and CEO Marty Flanagan. Tolliver brings extensive experience from Fortune 50 companies, including driving digital transformation and operational excellence. Invesco managed $1.35 trillion in assets as of Dec. 31, 2020.