Invesco Ltd
F:3IW
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Invesco Ltd
Invesco Ltd., a formidable player in the global financial landscape, centers its operations around a clear mission: helping investors worldwide achieve their financial objectives. Founded in 1935 and headquartered in Atlanta, Georgia, Invesco navigates the complex world of asset management with a diversified portfolio of investment strategies. The company's expansive reach covers continents, serving clients with a personalized approach. Invesco leverages its expertise in active, passive, and alternative management styles to craft tailored investment solutions. By tapping into a wealth of knowledge and sophisticated research tools, Invesco stands out in a crowded field, meeting the diverse needs of its clientele with precision and adaptability.
Revenue at Invesco flows primarily from the management fees it charges for overseeing a vast array of investment products, including mutual funds, exchange-traded funds (ETFs), and institutional accounts. These fees are typically calculated as a percentage of the assets under management (AUM), providing a stable income stream that scales with the company's growth. The performance fees garnered from actively managing client portfolios further enhance its financial standing, aligning the firm's success with that of its customers. Additionally, Invesco's strategic acquisitions over the years, such as the 2018 purchase of OppenheimerFunds, have expanded its market share and product offerings. Through these endeavors, Invesco continues to capitalize on its core strengths, driving innovation and delivering value to investors worldwide.
Invesco Ltd., a formidable player in the global financial landscape, centers its operations around a clear mission: helping investors worldwide achieve their financial objectives. Founded in 1935 and headquartered in Atlanta, Georgia, Invesco navigates the complex world of asset management with a diversified portfolio of investment strategies. The company's expansive reach covers continents, serving clients with a personalized approach. Invesco leverages its expertise in active, passive, and alternative management styles to craft tailored investment solutions. By tapping into a wealth of knowledge and sophisticated research tools, Invesco stands out in a crowded field, meeting the diverse needs of its clientele with precision and adaptability.
Revenue at Invesco flows primarily from the management fees it charges for overseeing a vast array of investment products, including mutual funds, exchange-traded funds (ETFs), and institutional accounts. These fees are typically calculated as a percentage of the assets under management (AUM), providing a stable income stream that scales with the company's growth. The performance fees garnered from actively managing client portfolios further enhance its financial standing, aligning the firm's success with that of its customers. Additionally, Invesco's strategic acquisitions over the years, such as the 2018 purchase of OppenheimerFunds, have expanded its market share and product offerings. Through these endeavors, Invesco continues to capitalize on its core strengths, driving innovation and delivering value to investors worldwide.
Record AUM: Invesco reached a record $2.2 trillion in assets under management at year-end 2025, driven by strong net inflows and market gains.
Strong Flows: The company reported $19 billion in net long-term inflows for Q4 and over $80 billion for the full year, marking 6% organic growth.
Margin Expansion: Operating margin improved by 230 basis points for the year and by 220 basis points sequentially in Q4, reaching 36.4%.
Expense Discipline: Operating expenses remained stable, with positive operating leverage translating into 14% operating income growth and 19% EPS growth for 2025.
Strategic Actions: Invesco completed several significant transactions, including the sale of Intelliflo, creation of a JV in India, and a strategic partnership in Canada, realigning resources and unlocking value.
Capital Returns: The firm repurchased $1.5 billion in preferred stock during 2025, reducing preferred dividends and freeing up capital for shareholders, with common share buybacks set to increase in 2026.
ETF & Index Strength: ETF and index revenues grew 22% for the year, with record $630 billion in AUM (excluding QQQ); QQQ ETF conversion added $407 billion in AUM.
Private Markets Growth: New partnerships and strong performance in private markets and real estate debt funds supported diversification and future growth.
