公司资产管理规模 - Invesco Ltd. (NYSE: IVZ)报告了截至2024年1月底的资产管理规模(AUM)为1,583.9亿美元，较上个月末下降了0.1%[1] - AUM受不利市场回报影响，减少了30亿美元，外汇影响减少44亿美元[1] - 截至1月31日的季度平均总AUM为1,579.4亿美元，季度平均活跃AUM为973.0亿美元[1] 资金流入情况 - 公司在该月实现净长期流入资金17亿美元，其中非管理费收入净流入58亿美元，货币市场净流出13亿美元[1] 公司介绍 - Invesco Ltd.是一家全球独立的投资管理公司，致力于提供投资体验，帮助人们更好地享受生活[3]

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ATLANTA, Feb. 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. ("Invesco") (NYSE: IVZ), announced today the addition of Mark DeMitry to the portfolio management team for Invesco Municipal Income Opportunities Trust (the "Fund") (NYSE: OIA). Effective immediately, the following individuals are jointly and primarily responsible for the day-to-day management of the Fund: Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010. Jack Connel ...

Invesco Ltd. 与 Galaxy Asset Management 合作 - Invesco Ltd. 宣布与 Galaxy Asset Management 合作，降低 Invesco Galaxy Bitcoin ETF 的赞助费用[1] - BTCO 直接投资于实物比特币，通过 ETF 结构提供额外保障和交易便利性[3] Invesco Ltd. 背景介绍 - Invesco Ltd. 是一家全球独立的投资管理公司，管理着超过 1.58 万亿美元的资产[5]

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...

Invesco’s (IVZ) fourth-quarter 2023 adjusted earnings of 47 cents per share handily surpassed the Zacks Consensus Estimate of 38 cents. The bottom line grew 20.5% from the prior-year quarter. Shares of Invesco lost 3.1% in pre-market trading on persistent top-line weakness. Results benefited from an increase in assets under management (AUM) balance on decent inflows. However, a rise in operating expenses and lower revenues were the undermining factors. On a GAAP basis, net loss attributable to common shareh ...

For the quarter ended December 2023, Invesco (IVZ) reported revenue of $1.05 billion, down 5.6% over the same period last year. EPS came in at $0.47, compared to $0.39 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.11 billion, representing a surprise of -5.61%. The company delivered an EPS surprise of +20.51%, with the consensus EPS estimate being $0.39. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

财务数据和关键指标变化 - 资产管理规模(AUM)在第四季度增加100亿美元至1.6万亿美元,主要得益于市场回升和净长期流入 [29] - 公司实现了64%和71%的主动管理基金分别在3年和5年期内跑赢同业平均水平 [26] - 固定收益投资组合的投资表现在各个时间段内都非常出色 [26] 各条业务线数据和关键指标变化 - 被动投资产品(ETF和指数基金)在第四季度净流入140亿美元,增长率达17% [31][32] - 主动股票投资产品在第四季度净流出72亿美元,但流出规模较前几个季度有所收窄 [37] - 固定收益投资产品在第四季度净流入29亿美元,主要来自定制固定收益SMA和市政债券策略 [19][35] - 另类投资产品在第四季度净流入10亿美元,主要来自银行贷款和直接房地产 [18][44] 各个市场数据和关键指标变化 - 亚太地区在第四季度净流入58亿美元,其中日本净流入30亿美元,中国合资公司净流入17亿美元 [40][41] - 中国市场整体情绪较弱,但公司在该市场的领先地位推动了第四季度的正净流入 [16] 公司战略和发展方向及行业竞争 - 公司继续简化和精简组织架构,以进一步强化投资能力、产品线和客户价值主张 [11] - 公司将继续利用规模优势,更有效地投资于有利可图的增长,并进一步培养吸引和留住行业顶尖人才的文化 [11] - 公司看好中国资产管理行业未来的增长和成熟,将继续加强在该市场的领先地位 [17] 管理层对经营环境和未来前景的评论 - 市场波动和宏观趋势变化加强了公司在各种市场环境下的表现能力 [10] - 随着市场情绪改善,公司相信这将转化为更大的规模、更好的投资表现和更高的盈利能力 [24][184] - 公司已做好准备,能够在各种情景下满足客户和股东的期望 [24] 问答环节重要的提问和回答 问题1 **Glenn Schorr 提问** 询问公司是否预期客户将从现金转移到长久期固定收益产品 [71] **Andrew Schlossberg 和 Allison Dukes 回答** 公司看到一些早期迹象显示客户正在从现金转移到固定收益产品,特别是投资级债券和市政债券等 [73][74] 问题2 **Daniel Fannon 提问** 询问公司在另类投资和私募市场业务的发展情况 [88] **Allison Dukes 和 Andrew Schlossberg 回答** 公司在房地产债券和私募信贷策略方面看到净流入,并有60亿美元的干火力待部署 [89][90][91][92] 问题3 **Ken Worthington 提问** 询问业务结构变化对公司利润率的影响 [102] **Allison Dukes 回答** 业务结构变化,尤其是被动投资产品占比上升,导致利润率有所下降,公司将继续优化成本结构以提升利润率 [103][104][105][106][107][108]

Invesco (IVZ) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 20.51%. A quarter ago, it was expected that this investment management company would post earnings of $0.36 per share when it actually produced earnings of $0.35, delivering a surprise of -2.78%. Over the last four quarte ...

财务数据 - 公司调整后的营业收入为1045.9百万美元，需求增加[8][1] - 公司调整后的营业收入为275.4百万美元，主要是由于新兴市场的净流出[9][2] - 公司调整后的营业利润率为26.3%，主要投资于大中华地区[10][3] - 公司调整后的每股稀释收益为0.47美元，解决方案部门为机构销售管道贡献了39%[11][4] - 公司在第四季度实现了67亿美元的净长期流入，主要来自ETF[12][5] 业绩展望 - 公司在2024年目标的年化净节省中已实现88%的目标[19][6] 资本管理 - 公司资本管理方面表现良好，向股东返还资本达301百万美元[21][7] AUM排名 - Invesco的AUM在过去1年、3年、5年和10年的四分位排名中分别占总AUM的42%、42%、42%和38%[29][8] 营收数据 - 公司总营业收入为1413.4百万美元，相比Q3-23下降了2.0%[30][9] - 公司调整后的净收入为288.8百万美元，较Q3-23增长了20.6%[30][10] - 公司调整后的每股摊薄收益为0.47美元，较Q3-23增长了34.3%[30][11] 财务表现 - 公司调整后的营业利润率为-76.1%，调整后为26.3%[32][12] - 公司调整后的净收入为-667.1百万美元，调整后为288.8百万美元[31][13] - 公司调整后的每股摊薄收益为-1.64美元，调整后为0.47美元[32][14]