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 support for the U.S. government's new tax-advantaged child savings Section 530A Accounts on March 16, 2026. Invesco will match the government's $1,000 contribution for eligible newborns of eligible U.S. employees and intends to contribute for other eligible children.
The firm framed the move as advancing employee financial wellness and long-term saving and investment habits for the next generation.
Invesco (NYSE: IVZ) reported preliminary AUM of $2,257.7 billion as of February 28, 2026, up 1.2% month-over-month. The firm recorded $4.7 billion net long-term inflows and $13.5 billion money market inflows; market returns added $9.0 billion while FX reduced AUM by $1.1 billion. Preliminary quarter-to-date average total AUM was $2,225.9 billion and average active AUM was $1,142.8 billion. All February numbers are preliminary and subject to adjustment.
Invesco (NYSE: IVZ) launched the Invesco Core Plus Real Estate Trust, a daily‑valued collective investment trust (CIT) to give defined contribution (DC) plans access to core plus private real estate with an allocation to passive U.S. REITs for daily liquidity.
The CIT is trusteed by Invesco Trust Company and sub‑advised by Invesco Advisers, intended exclusively for professionally managed DC solutions including target date funds, managed accounts, large DC plans and pooled employer plans. According to the company, more than 85% of participants are definitely or maybe interested in private market investments in employer plans.
Invesco (NYSE: IVZ) launched four fixed income ETFs on February 25, 2026: FLXI, IMTG, TROT and HBRD. The lineup mixes actively managed solutions (FLXI, IMTG) with index‑tracking ETFs (TROT, HBRD) to address duration, diversified income and risk management.
The firm cites a 182‑member fixed income team and a global fixed income platform managing more than $500 billion to support these new ETF strategies.
Invesco (NYSE: IVZ) reported preliminary assets under management of $2,231.7 billion as of January 31, 2026, a 2.8% increase versus prior month-end. The firm recorded $16.9 billion of net long-term inflows in January, with money market outflows of $0.2 billion and non-management fee earning inflows of $0.3 billion.
Favorable market returns added about $39 billion to AUM and FX movements added $6.0 billion. Preliminary average total AUM for the quarter through January 31 was $2,209.8 billion, with average active AUM of $1,127.4 billion. January totals are preliminary and subject to adjustment.
Invesco Real Estate (NYSE:IVZ) closed on $3.0 billion of loans globally in the second half of 2025, part of $4.5 billion of loan commitments for full-year 2025 — a 63% year-over-year increase in investment activity. The H2 volume comprised 35 floating-rate senior loans across North America and Europe spanning multifamily, industrial, self-storage, medical office and office.
The platform manages about $87 billion and has originated $26.9 billion across 361 transactions since 2011, highlighting growth in its global real estate credit business.
Invesco (NYSE: IVZ) reported Q4 2025 U.S. GAAP diluted EPS of $(2.61) and adjusted diluted EPS of $0.62; a $1.8 billion non-cash intangible impairment reduced Q4 EPS by $3.01. Ending AUM were $2.17 trillion, up 17.5% year‑over‑year. Net long‑term inflows were $19.1 billion in Q4 and $81.2 billion for 2025, driven by ETFs & Index, China JV and Fundamental Fixed Income. Adjusted operating margin was 36.4% in Q4 and adjusted diluted EPS for 2025 was $2.03. The company repurchased preferred stock and repaid bank debt during the quarter.
Invesco Mortgage Capital (NYSE: IVR) declared a cash dividend of $0.12 per common share for January 2026, payable February 13, 2026, to holders of record on January 26, 2026 (ex-dividend January 26, 2026).
As of January 12, 2026 management estimates book value per common share at $8.94 to $9.30, a debt-to-equity ratio of 6.5x, and an economic debt-to-equity ratio of 6.9x. Repurchase agreements total $5.6 billion and TBAs at implied cost are $385.4 million. These figures are preliminary, unaudited estimates and may change.
CI Global Asset Management agreed to acquire management agreements for Invesco's Canadian fund business (approximately C$26 billion AUM) and will become manager of 100 mutual funds and ETFs. Invesco affiliates will remain sub-advisors on 63 funds (≈C$13 billion AUM) under a long-term strategic partnership. The deal raises CI GAM's AUM to ~C$170 billion and is expected to close in Q2 2026, subject to regulatory approvals and securityholder votes.
Invesco (NYSE: IVZ) reported preliminary assets under management of $2,169.9 billion as of December 31, 2025, up 0.7% month-over-month. The firm recorded $7.7 billion of net long-term inflows for December, with $6.1 billion of non-management fee earning inflows and $0.7 billion of money market outflows. Market returns reduced AUM by $23.0 billion, while FX and reinvested distributions added $25.4 billion. Preliminary quarter-to-date average total AUM was $2,161.8 billion and average active AUM was $1,116.1 billion. The Invesco QQQ restructuring on December 20 shifted QQQ flows into long-term flows.