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Invesco Ltd IVZ Stock Quote

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Morningstar‘s Stock Analysis IVZ

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Is it the right time to buy or sell?
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Is it the right time to buy or sell?
Find out with Morningstar Investor

1-Star Price

INVESTOR

5-Star Price

INVESTOR

Economic Moat

INVESTOR

Capital Allocation

INVESTOR

Invesco Will See Market Losses and Outflows as Long as Equity and Credit Markets Are Declining

Greggory Warren, CFA Sector Strategist

Business Strategy and Outlook

| Greggory Warren, CFA |

Invesco had for a long time been a top pick for us among the U.S.-based asset managers we cover, having generated solid organic AUM growth (of 1.7% annually on average during 2008-17) and having a broadly diversified platform (including a niche ETF product portfolio with PowerShares ETF operations, which were rebranded as Invesco ETFs in 2018), despite generating below-average levels of operating profitability (primarily because of the costs associated with its more retail-centric distribution platform).

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Key Statistics IVZ

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Company Profile IVZ

Business Description

Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).

Contact
1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe
Atlanta, GA, 30309
T +1 404 892-0896
Sector Financial Services
Industry Asset Management
Most Recent Earnings Jun 30, 2022
Fiscal Year End Dec 31, 2022
Employees 8,506

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