Invesco Ltd. reports recurring developments as a global asset management firm serving retail and institutional clients through equity, fixed income, ETF and index, private markets, multi-asset and global liquidity strategies. Company updates frequently cover assets under management, net long-term and money market flows, market and foreign-exchange effects on AUM, investment management fees, service and distribution fees, and quarterly operating results.
News also includes product and platform developments such as QQQ’s conversion to an open-end fund ETF, institutional ETF adoption research, and strategic partnerships tied to tokenized investment products and digital asset infrastructure.
Invesco (NYSE: IVZ) announced that Chief Financial Officer Allison Dukes will participate in the BMO Financials Conference on November 9, 2026. The fireside chat is scheduled for 1:15 p.m. ET. A live audio webcast link will be available through the Investor Relations section of Invesco's website, with a replay available after the event.
Invesco (IVZ) is working with Anthropic to make its portfolio intelligence and practice management resources available through Claude for Financial Advisors. The planned connector will let existing advisors using Invesco Model Portfolios access portfolio information directly through Claude. It will also provide access to practice management research, including a referrals program with personalized scripts.
Invesco (NYSE: IVZ) reported third-quarter 2026 diluted earnings per share of $0.65, down from both comparison quarters despite higher operating income. Revenue rose 14.2% year over year to $1,873.2 million, while net income fell 2.3% to $294.5 million. Adjusted diluted earnings per share, a non-GAAP measure, rose 18.0% to $0.72. Operating margin reached 23.3%, and adjusted operating margin reached 40.7%.
Net long-term inflows were $35.1 billion, versus $45.1 billion in the second quarter. Ending assets under management rose 2.7% sequentially to $2,537.8 billion. Net debt fell to $315.8 million at September 30, and common share buybacks totaled $65 million. On October 26, 2026, Invesco repurchased $1.5 billion of preferred stock held by MassMutual, funded through a five-year floating-rate bank term loan of the same amount; $1 billion of that preferred stock remains outstanding.
Invesco (IVZ) reported preliminary assets under management of $2,537.8 billion at September 30, 2026, down from the previous month-end.
The monthly decline was 0.9%. Net long-term outflows were $1.1 billion, while money market net outflows were $5.7 billion. Unfavorable market returns reduced assets by $16 billion, and foreign exchange movements reduced them by $2.7 billion. Reinvested distributions added $0.9 billion, partially offsetting the currency impact.
Preliminary quarterly average total assets were $2,510.2 billion, with average active assets of $1,246.0 billion through September 30. Multi-Asset/Other assets remained at $84.5 billion versus August. All September figures are preliminary and subject to adjustment.
Invesco (IVZ) will release its third quarter 2026 results on October 27, 2026, followed by a conference call that day. The earnings release and presentation materials are scheduled for posting at approximately 7 a.m. ET on its investor relations website. The call begins at 9 a.m. ET, with a live webcast and replay available through the same website.
Invesco (IVZ) has expanded its Invesco QQQ Innovation Suite with the launch of the Invesco Nasdaq International Innovators 100 ETF (QQI), the suite’s first internationally focused strategy, offering exposure to innovative companies located outside the United States.
QQI seeks to track the Nasdaq International Innovators 100 Index, which selects 100 constituents from the Nasdaq Global Ex United States Large Mid Cap Index based on the highest Innovator scores. The rules-based methodology evaluates research and development intensity, revenue growth and profitability across developed and emerging markets. The portfolio is sized to reflect index company weights and is reviewed quarterly to remain aligned with the index.
QQI joins existing QQQ Innovation Suite ETFs such as QQQ, QQQM, QQQJ, QQQS, QQA, QBIG, QQHG and QEW, which together track Nasdaq indexes with more than $500 billion in assets under management. QQI has a stated total expense ratio of 0.29%.
Invesco (IVZ) released results from its Summer 2026 Defined Contribution Participant Pulse Survey, showing U.S. retirement plan participants are broadly open to private markets and artificial intelligence, provided there is strong education, transparency, and human oversight.
The survey, conducted with Ipsos among 517 DC participants at large employers, follows a Winter 2026 study where 86% were definitely interested or open to private markets if better informed on risks and fees. In the latest survey, 93% agreed private markets typically carry higher fees and potentially higher returns, and 58% viewed that trade-off positively. Participants showed interest in private lending, infrastructure, real estate, and private equity, and 65% were interested in target date funds with modest private market allocations.
On AI, respondents favored a “copilot” model: most accepted AI for technical tasks while preferring humans for planning and goals. Control was central, with 97% saying the ability to set boundaries on AI decisions was at least somewhat important and 70% calling it very important.
Invesco (IVZ) reported preliminary assets under management of $2,562.1 billion as of August 31, 2026, up 4.7% from July 31, 2026.
The firm recorded net long-term inflows of $27.6 billion and money market net inflows of $35.8 billion in August. Favorable market returns increased AUM by $49 billion, while foreign exchange movements added $2.7 billion. Preliminary average total AUM for the quarter through August 31 was $2,492.2 billion, and preliminary average active AUM over the same period was $1,236.6 billion.
As of August 31, total AUM of $2,562.1 billion included $783.4 billion in ETFs & Index Strategies, $489.0 billion in QQQ, $314.9 billion in Fundamental Fixed Income, $317.7 billion in Fundamental Equities, $136.6 billion in Private Markets, $166.7 billion in China JV, $84.5 billion in Multi-Asset/Other, and $269.3 billion in Global Liquidity. All August figures are preliminary and subject to adjustment.
Invesco (NYSE: IVZ) announced that the Invesco S&P 500 Equal Weight ETF (RSP) has reached $100 billion in assets under management (AUM), a major milestone for one of its flagship ETF strategies and the only US-listed ETF offering equal-weight exposure to the S&P 500 Index.
Launched in 2003, RSP provides equal-weight access to large-cap U.S. equities, reducing reliance on mega-cap stocks and broadening sector and stock exposure. According to Invesco, investor interest in equal weight has grown as S&P 500 leadership has become more concentrated. Invesco now offers 15 equal-weight ETFs, including sector funds. Its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) has surpassed $1 billion AUM in about two years, and Invesco recently added the Invesco QQQ Equal Weight ETF (QEW). Invesco reported $2.5 trillion AUM as of June 30, 2026.
Invesco (NYSE: IVZ) announced that Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027 after 32 years with the firm. Marty Franc, currently based in Hong Kong, will succeed him as Senior Managing Director and Head of Asia Pacific, transitioning into the role during the first quarter of 2027. After retirement, Lo will become Chairman Emeritus, Asia Pacific, continuing to represent Invesco on the boards of its China and India joint ventures and providing strategic counsel to Asia Pacific and global leadership. Franc brings more than 30 years of asset management experience, including 13 years with Invesco and responsibility for businesses in Australia, Greater China, Southeast Asia and institutional client strategy. Lo and Franc will work closely in the coming months to support a seamless leadership transition.