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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?

1-Star Price

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5-Star Price

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Economic Moat

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Capital Allocation

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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

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
Industry Asset Management
Most Recent Earnings Jun 30, 2022
Fiscal Year End Dec 31, 2022
Employees 8,506

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