ATLANTA, July 24, 2024 Invesco Mortgage Capital Inc. (NYSE: IVR) will announce its second quarter 2024 results Thursday, August 8, 2024, after market close. A conference call and audio webcast to review second quarter 2024 results will be held on Friday, August 9, 2024, at 9:00 a.m. ET. Scheduled to speak are John Anzalone, Chief Executive Officer; Lee Phegley, Chief Financial Officer; Brian Norris, Chief Investment Officer; Kevin Collins, President; and David Lyle, Chief Operating Officer.A presentation wi ...

财务数据和关键指标变化 - 总资产管理规模达到1.7万亿美元,较上一季度增加53亿美元或3.2%,创下历史新高 [43] - 长期净流入167亿美元,年化有机增长率近6% [44] - 平均资产管理规模较上一季度增加56亿美元或3.5%至1.67万亿美元 [44] - 净收入11亿美元,较上一季度增加3300万美元或3% [49] - 调整后营业利润7.5亿美元,较上一季度增加3900万美元或13% [53] - 调整后营业利润率提升270个基点至30.9% [53] 各条业务线数据和关键指标变化 - ETF业务净流入128亿美元,年化有机增长率13%,创两年来最高 [24][44] - 固定收益业务净流入16亿美元,其中主动固定收益策略净流入16亿美元 [28][44] - 另类投资业务净流入26亿美元,主要来自贷款和CLO策略 [30] - 亚太地区管理资产净流入67亿美元,其中中国合资公司净流入85亿美元 [31][36] - 多资产策略出现小幅净赎回,主要来自较低费率的量化策略 [34] - 主动基本面股票策略净流出63亿美元,但较去年同期有所改善 [34][44] 各个市场数据和关键指标变化 - 美国市场股指普遍上涨,纳斯达克涨8%,标普500涨4% [12] - 新兴市场股指上涨4%,亚洲股市上涨2%,欧洲股市下跌1% [13] - 全球债券指数下跌1%,大多数主要债券指数相对平稳 [14] - 中国股市上涨6%,为亮点所在 [13] 公司战略和发展方向及行业竞争 - 公司拥有全球性布局,在美国和其他主要发达市场有规模业务,在亚太地区也有独特优势 [15] - 公司拥有多元化的主动投资策略,包括公募和私募市场,以及多资产投资能力 [16] - ETF业务持续增长,公司在创新和提供被动指数及主动策略方面具有优势 [17] - 公司拥有领先的分销平台,在美国财富管理市场具有优势,是未来增长潜力大的领域 [18] - 公司重点关注投资业绩、有利可图的有机增长、私募市场等领域 [19][20][21] 管理层对经营环境和未来前景的评论 - 尽管市场环境仍然动荡,但公司看到风险资产需求有所增加,预计随着对通胀和央行利率政策的更多了解,投资者对久期资产和全球导向资产的需求将会增加 [12][14] - 公司在中国市场的合资公司表现出色,预计未来几个季度这一态势将会持续,因为中国经济环境和市场改革有利于客户活动 [31][32] - 公司对主动基本面股票策略的投资业绩改善以及未来市场走势的广泛性持谨慎乐观态度 [134][135][138] 其他重要信息 - 公司进一步偿还了信用额度,净债务降至接近于零,将在第三季度恢复股票回购 [55][56] - 公司将继续保持资产负债表的健康状态,在回报股东资本和寻找并购机会之间保持平衡 [74][75][76] - 公司正在实施State Street Alpha系统的实施,预计将持续到2026年,届时将产生约1000万美元的季度性实施成本 [51][52] 问答环节重要的提问和回答 问题1 **Glenn Schorr 提问** 询问ETF和多资产业务的净收益率下降是否由于产品组合变化所致 [59] **Allison Dukes 回答** 确认是由于产品组合变化导致,而非实际费率调整 [60] 问题2 **Brennan Hawken 提问** 询问分销和服务费用的动态是否也受到产品组合变化的影响 [65] **Allison Dukes 回答** 部分受到影响,但更多是由于季节性因素和一次性项目的波动 [66][67] 问题3 **William Katz 提问** 询问公司在财富管理渠道的私募市场产品拓展情况 [72] **Andrew Schlossberg 和 Allison Dukes 回答** 公司正在向财富管理渠道推广房地产债券和另类信贷等私募产品,取得了一定进展 [73][74][75][76]

Second Quarter 2024 Results Andrew Schlossberg President and Chief Executive Officer Allison Dukes Chief Financial Officer July 23, 2024 Forward-looking statements and Important Information This presentation and comments made in the associated conference call today may include "forward-looking statements." Forward-looking statements include information concerning future results of our operations, expenses, earnings, liquidity, cash flow, capital expenditures and AUM and could differ materially from events t ...

Invesco’s (IVZ) second-quarter 2024 adjusted earnings of 43 cents per share surpassed the Zacks Consensus Estimate of 41 cents. The bottom line increased 38.7% from the prior-year quarter.Results have been primarily aided by a decline in adjusted expenses. An increase in the assets under management (AUM) balance on decent inflows was a positive. However, marginally lower adjusted revenues hurt results to some extent.On a GAAP basis, net income attributable to common shareholders was $132.2 million or 29 cen ...

Invesco (IVZ) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.50%. A quarter ago, it was expected that this investment management company would post earnings of $0.40 per share when it actually produced earnings of $0.33, delivering a surprise of -17.50%.Over the last four quarters, ...

ATLANTA, July 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded products (ETPs), in partnership with Galaxy Asset Management,1, one of the world's largest digital assets and blockchain investment managers, today announced the launch of the Invesco Galaxy Ethereum ETF (QETH). QETH is a spot ETP that invests directly in physical Ethereum to offer investors access to the performance of the market price of Ethereum, as measured by the Lukka Prime Ethereum Reference ...

Exhibit 99.1 Press Release For immediate release Invesco Reports Results for the Three Months Ended June 30, 2024 | --- | --- | --- | |------------------------------|-----------------|--------------| | Investor Relations Contacts: | Greg Ketron | 404-724-4299 | | | Jennifer Church | 404-439-3428 | | Media Relations Contact: | Andrea Raphael | 212-323-4202 | Invesco Announces Second Quarter Diluted EPS of $0.29; Adjusted Diluted EPS of $0.43 (1) Atlanta, July 23, 2024 -- Invesco Ltd. (NYSE: IVZ) today report ...

文章核心观点 - 公司在第二季度实现了强劲的有机增长,主要得益于全球ETF平台、亚太地区的强劲净流入以及私募市场和基本面固定收益能力的进一步流入,使得资产管理规模达到创纪录的1.7万亿美元 [2][3] - 公司正在简化运营,提高效率和敏捷性,同时保持财务纪律,通过去杠杆化加强了资产负债表,并计划在第三季度开始执行股票回购 [4] 净流入 - 公司第二季度实现了167亿美元的长期净流入,主要来自ETF和指数、亚太管理、私募市场和基本面固定收益 [6][7] - 按地区来看,亚太、EMEA和美洲地区分别实现了102亿美元、39亿美元和26亿美元的长期净流入 [7] 财务表现 - 第二季度营业收入和调整后营业收入分别增长0.5%和3.1%,调整后营业利润和调整后净利润分别增长11.0%和35.9% [12][13] - 第二季度资产管理规模增长3.2%至1.7万亿美元,平均资产管理规模增长3.5% [14] 展望 - 公司将继续创新,利用全套Invesco产品和投资能力,拓展现有客户关系并获取新客户,预计将实现盈利增长并增加市场份额 [3] - 公司将执行股票回购计划,进一步提升股东回报 [4]

Here are three options that can outperform the popular ETF.If you're looking for a way to invest in the biggest tech companies currently powering the stock market higher, you've likely considered investing in the Invesco QQQ Trust ETF (QQQ -0.89%). The exchange-traded fund (ETF) tracks the Nasdaq-100 index, which consists of the 100 largest stocks listed on the Nasdaq Stock Exchange. Tech stocks account for the majority of the index's value, with the "Magnificent Seven" making up over 40% of the fund's port ...

Fee waiver brings QQA and RSPA management fee to zero ATLANTA, July 17, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it will expand its active ETF platform by layering an options income strategy over two of its most well-known and high demand investment offerings. The launch of the Invesco Income Advantage Suite seeks to add consistent yield to the Nasdaq 100 Index and S&P 500 Equal Weight Index offering investors another way to access these tw ...