Invesco AUM Rises 6.3% in November Amid Favorable Market Returns
December 12, 2023
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Invesco Ltd ($NYSE:IVZ). is a leading global asset management firm, specializing in offering a wide range of investment solutions for retail and institutional clients. The company has a strong presence in the U.S. and worldwide, and is committed to delivering superior long-term investment performance. Recently, Invesco reported that its assets under management (AUM) rose 6.3% at the end of November, compared to the previous month. The growth was mainly driven by favorable market returns, as well as net new money inflows from investors. Investors have also been attracted to Invesco’s strategies and products, which are designed to meet their long-term investment objectives.
Invesco’s AUM has consistently increased over the last several months, despite volatile market conditions. This speaks to the resilience of the firm’s investment strategies in uncertain times. As such, investors have continued to show confidence in Invesco’s ability to generate strong returns over the long term. Going forward, Invesco is well positioned to benefit from ongoing market conditions and to continue delivering attractive returns for its clients.
Analysis
GoodWhale recently conducted an analysis of INVESCO LTD‘s fundamentals. Our Star Chart showed that the company is strong in dividend, with a medium rating in profitability and a weak rating in asset and growth. We assigned INVESCO LTD a health score of 9/10 based on the company’s cashflows and debt, concluding that it is well-equipped to pay off its debt and fund future operations. As a result of this analysis, GoodWhale deemed INVESCO LTD a ‘cow’ – a type of company with a track record of paying out consistent and sustainable dividends. This kind of company may be of particular interest to dividend-seeking investors who are less concerned with rapid growth or short-term profitability. Steady dividend payouts could provide investors with a steady stream of income, as well as a low-risk opportunity for long-term growth. More…
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 |
| 5.75k | 596.4 | 14.9% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Invesco Ltd. More…
| Operations | Investing | Financing |
| 1.05k | -120.3 | -643.2 |
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 |
| 29.43k | 13.59k | 33.93 |
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 |
| -2.8% | -12.7% | 20.1% |
| FCF Margin | ROE | ROA |
| 14.8% | 4.7% | 2.5% |
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
The company’s AUM (assets under management) rose 6.3% month-on-month due to favorable market returns. Invesco’s strong performance is evidenced by its experienced team of investment professionals, world-class technology infrastructure and global reach. The company is known for its disciplined approach to investing across asset classes, which has resulted in diversified portfolios that have achieved positive returns for clients. Invesco’s focus on delivering value to clients provides an attractive investment opportunity for those looking for long-term growth in their portfolios.
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