Invesco Reports 4.1% Monthly Increase in AUM During July; No Change to Our $34 per Share FVE
Even though narrow-moat rated Invesco closed out July 2016 with more assets under management than we were projecting, we are leaving our $34 per share fair value estimate in place. Invesco's reported total AUM of $811.8 billion at the end of July was a 4.1% improvement over end-of-June levels, and reflective of a 0.6% year-over-year gain. It looks like the gains stemmed from a mixture of better market performance and inflows, noting that the firm folded in $6.5 billion from Rhode Island's 529 pr...
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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.
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