Invesco AUM Gains Slightly in May Despite Lackluster Market Returns
June 25, 2023
☀️Trending News
Despite a challenging market environment, the firm was able to generate returns through its careful selection of stocks, bonds, and other investments.
In addition, the company’s commitment to diversifying its portfolio across multiple asset classes has paid off in recent months. The increase in AUM also reflects the trust that investors have in Invesco ($NYSE:IVZ)’s long-term investment strategies and its ability to outperform the markets. The firm’s disciplined approach to asset management and its focus on creating value for its clients has enabled it to generate returns even in challenging times. The firm’s dedication to sound investment principles and its commitment to creating value for its clients has enabled it to continue to gain assets even in a difficult market climate.
Market Price
On Monday, their stock opened at $16.1 and closed at $16.0, a decrease of 1.1% from the previous day’s closing price. This slight increase is attributed to the company’s investment strategies and their ability to successfully navigate the choppy marketplace. This is due to the innovative investment strategies they have developed, which are designed to create value and generate returns for their clients. The company has also been proactive in managing its investments, which has enabled it to capitalize on market opportunities while minimizing risk.
By taking advantage of market movements and managing their investments carefully, INVESCO LTD has managed to increase their AUM despite the lack of market returns in May. This demonstrates their commitment to providing their clients with quality investments that generate returns. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Invesco Ltd. More…
| Total Revenues | Net Income | Net Margin |
| 5.84k | 631.2 | 15.2% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Invesco Ltd. More…
| Operations | Investing | Financing |
| 979.7 | -251 | -1.09k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Invesco Ltd. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 29.73k | 12.92k | 33.46 |
Key Ratios Snapshot
Some of the financial key ratios for Invesco Ltd are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| -3.5% | -10.2% | 21.3% |
| FCF Margin | ROE | ROA |
| 13.9% | 5.1% | 2.6% |
Analysis
GoodWhale has conducted an analysis of INVESCO LTD‘s wellbeing and based on our Star Chart, we have concluded that INVESCO LTD has a high health score of 9/10. This means that, considering its cashflows and debt, INVESCO LTD is capable of paying off debt and funding future operations. Furthermore, INVESCO LTD is classified as a ‘cow’, which is a type of company that is known to pay out consistent and sustainable dividends. This makes INVESCO LTD an attractive prospect for investors who are seeking a reliable income. In addition to its strong dividend, INVESCO LTD is also notable for its profitability. On the other hand, it is a bit weaker in terms of asset and growth. Investors who are more interested in capital appreciation would likely be better served by other types of investments. More…
Peers
The company operates in the US, Europe, and Asia Pacific. Invesco Ltd has a market capitalization of $15.48 billion as of March 2021. The company has a diversified product mix that includes mutual funds, ETFs, and separate accounts. Invesco Ltd’s primary competitors are Federated Hermes Inc, BlackRock Inc, and Janus Henderson Group PLC.
– Federated Hermes Inc ($NYSE:FHI)
Federated Hermes Inc has a market cap of 2.75B as of 2022. The company’s return on equity, a measure of how well it reinvested shareholder money, was 22.41%. Federated Hermes Inc is a financial services company that manages investments for a wide range of clients, including insurance companies, pension funds, and other institutional investors. The company offers a variety of investment strategies and products, including equities, fixed income, and alternative investments.
– BlackRock Inc ($NYSE:BLK)
BlackRock Inc is an American financial services company with a market cap of 86.29B as of 2022. It has a return on equity of 12.63%. The company was founded in 1988 and is headquartered in New York City. BlackRock operates as an investment management firm. It provides a range of investment, technology, and risk management solutions to institutional and retail clients worldwide. The company offers a variety of investment strategies, including active, passive, and alternative investments. BlackRock also provides technology solutions, risk management services, and portfolio construction and implementation services.
– Janus Henderson Group PLC ($NYSE:JHG)
As of 2022, Janus Henderson Group PLC has a market cap of 3.42B and a ROE of 7.52%. The company is a global asset management firm that offers a range of investment solutions, including equities, fixed income, alternatives, and multi-asset solutions.
Summary
Invesco Ltd is an investment management company that offers a wide range of products and services, such as mutual funds, exchange-traded funds, retirement solutions and portfolio management. Invesco Ltd has continued to focus on expanding its global presence and delivering innovative products to its clients. With its strong balance sheet and experienced team, the firm remains well-positioned to take advantage of future market opportunities.
Investing Everyone Can Do.
Investing shouldn’t be exclusive to a select few. We believe everyone should have the opportunity to grow their wealth. That’s why our app is designed to be accessible and user-friendly, even for beginners.
