Invesco Ltd. Highlights Recent Changes in Assets Under Management
Invesco Ltd. Reports on Assets Under Management
Invesco Ltd. (NYSE: IVZ) recently shared significant updates regarding its assets under management (AUM) as of the end of December. AUM stood at $1,846.0 billion, which represents a slight decrease of 0.6% compared to the previous month. Despite this soft decline, the firm celebrated net long-term inflows totaling $12.6 billion for the past month.
Understanding the Numbers
Digging deeper into the data, we see that non-management fee earning net inflows amounted to $1.3 billion. The firm also saw impressive money market net inflows of $12.0 billion. However, the AUM faced a downturn due to unfavorable market returns, contributing to a reduction of approximately $42 billion in AUM. Furthermore, foreign exchange fluctuations also played a role, reducing AUM by $7 billion. Yet, these declines were balanced out by reinvested distributions totaling around $12.4 billion.
Preliminary AUM Figures
The average total AUM for the quarter through December was around $1,824.4 billion, while the preliminary average active AUM for the same period calculated to $1,024.4 billion. These numbers depict a solid foundation for Invesco’s investment strategies, indicating resilience in a fluctuating market.
Segmentation of AUM
On analyzing the assets by segmentation, the firm reported the following figures as of December 31:
- Total AUM: $1,846.0 billion
- ETFs & Index Strategies: $484.0 billion
- Fundamental Fixed Income: $281.1 billion
- Fundamental Equities: $266.5 billion
- Private Markets: $128.5 billion
- APAC Managed: $118.8 billion
- Multi-Asset/Other: $58.8 billion
- Global Liquidity: $189.4 billion
- QQQ: $318.9 billion
About Invesco Ltd.
Invesco Ltd. (NYSE: IVZ) is a globally recognized independent investment management firm dedicated to enhancing the investment experience for its clients. With a presence in over 20 countries, Invesco’s team focuses on delivering a range of active, passive, and alternative investment capabilities. This commitment allows investors to navigate the complexities of financial markets successfully.
Investor Relations
Invesco encourages potential investors and current shareholders to connect with their investor relations team for more insights and updates. Key contacts include Greg Ketron at 404-724-4299 and Jennifer Church at 404-439-3428, offering direct access to information regarding the firm’s performance and strategies.
Frequently Asked Questions
What is the current AUM of Invesco Ltd.?
As of December 31, 2024, Invesco Ltd. reported AUM of $1,846.0 billion.
How did Invesco perform in terms of inflows?
The company achieved net long-term inflows of $12.6 billion during the last month.
What are the sectors of AUM reported?
Invesco's AUM is segmented into several areas including ETFs, fixed income, equities, and private markets.
How does Invesco's AUM compare to previous months?
The AUM showed a slight decrease of 0.6% from the previous month-end total.
Who can I contact for more information about Invesco?
For inquiries, you can contact their investor relations team, specifically Greg Ketron or Jennifer Church at their provided phone numbers.
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