Report
Greggory Warren
EUR 100.00 For Business Accounts Only

Market Gains Offset Outflows in Invesco's 1Q, Setting Company Up for Better Near-Term Results

While there was little in narrow-moat-rated Invesco's first-quarter results that would alter our long-term view of the firm, we are likely to increase our fair value estimate slightly to reflect a somewhat stronger quarter than we were projecting. Invesco closed out the period with $954.8 billion in managed assets, up 7.5% sequentially and 2.2% year over year. Excluding the impact of the Guggenheim acquisition and the onboarding of its Chinese joint venture, which added $38.1 billion and $9.5 bi...
Underlying
Invesco Ltd.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Greggory Warren

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch