Invesco Ltd（IVZ）資訊與事件IVZInvesco Ltd

Invesco Partners with Anthropic to Enhance Portfolio Intelligence

Invesco announced it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors. Invesco's new connector will provide a toolkit that helps advisors strengthen their business and client relationships.I nvesco brings decades of expertise to deliver portfolio intelligence for existing advisors and clients utilizing Invesco's Model Portfolios, who will be able to access portfolio information directly via Claude, adding time for robust problem-solving through Invesco's proprietary practice management research. Invesco's portfolio optimization resources combine analytical tools, market and economic insights, and investment expertise to help advisors construct portfolios aligned with each client's broader wealth plan and objectives.

Company Reports Q3 Revenue of $1.38B, Slightly Below Expectations

Reports Q3 revenue $1.38B consensus $1.39B. "We continue to execute against our strategic priorities and leverage our advantageous global market position to deliver for clients and shareholders. We generated 6% annualized organic growth, driven by $35 billion of net long-term inflows, alongside $47 billion of global liquidity net inflows. This marks our 13th consecutive quarter of net long-term inflows. On a sequential basis, net revenue increased 4% and operating expenses declined 1%, driving operating income growth of 13% and expanding operating margin by more than three percentage points to 40.7%.(1) Strong operating performance is enhancing our financial flexibility and supporting continued progress in strengthening the balance sheet. We have repurchased an additional $1.5 billion of the preferred stock held by MassMutual, bringing total repurchases to $3 billion over the past 18 months and leaving $1 billion outstanding. This ultimately enables reduced leverage, increases our balance sheet flexibility, and enhances earnings available to common shareholders. Our increasingly scaled platform and the exceptional talent across the organization are delivering profitable growth and supporting long-term value creation for clients and shareholders."

Invesco Reports AUM Decrease to $2.54T

Invesco announced preliminary month-end assets under management, or AUM, of $2.54T, a decrease of 0.9% versus previous month-end. The firm experienced net long-term outflows of $1.1B in the month. Money market net outflows were $5.7B. AUM was negatively impacted by unfavorable market returns which decreased AUM by $16B. FX movements in the month reduced AUM by $2.7B which was partially offset by reinvested distributions of $0.9B. Preliminary average total AUM for the quarter through September 30 was $2.51T, and preliminary average active AUM for the quarter through September 30 was $1.25T.