Record AUM and Strong Inflows
Invesco reached a record AUM of $2.1 trillion with net long-term inflows of nearly $29 billion, marking an 8% annualized organic growth. This was the best flow quarter since 2021.
Successful ETF and Index Expansion
Invesco's ETF and index offerings reached $1 trillion in AUM. The company launched several new ETFs, including active ETFs, contributing to a 15% annualized organic growth in this segment.
Progress in Private Markets
Private credit and direct real estate drove $600 million in net inflows. Invesco launched 3 new CLOs and expanded partnerships with Barings to accelerate growth in private markets.
Strong Performance in China JV
Invesco's China JV reached a record high AUM of $122 billion, reflecting a 16% increase over the last quarter. The JV delivered $8.1 billion in net long-term inflows.
Deleveraging and Capital Management
Invesco repaid $260 million of a bank term loan, with plans to repay the remaining $240 million by the end of the month, capturing 60% of the expected EPS run rate benefit.