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Invesco (IVZ) March AUM Rises 2% on Upbeat Markets & Inflows
Zacks Investment Research· 2024-04-11 23:46
Invesco (IVZ) has announced preliminary assets under management (AUM) for March 2024. The company’s month-end AUM of $1.66 trillion represented a 2% rise from the previous month.IVZ delivered net long-term inflows of $2.8 billion in March. Non-management fee-earning net inflows were $1.8 billion and money market net outflows were $1.5 billion.Additionally, Invesco’s AUM was positively impacted by favorable market returns, which raised its AUM by $29 billion. However, FX affected the AUM balance by $1.1 bill ...
Invesco Ltd. Announces March 31, 2024 Assets Under Management
Prnewswire· 2024-04-10 04:15
ATLANTA, April 9, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,662.7 billion, an increase of 2.0% versus previous month-end. The firm delivered net long-term inflows of $2.8 billion in the month. Non-management fee earning net inflows were $1.8 billion and money market net outflows were $1.5 billion. AUM was positively impacted by favorable market returns which increased AUM by $29 billion. FX movements in the month reduced AUM by $1. ...
Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term
Zacks Investment Research· 2024-04-04 22:51
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed alongside ...
Small-cap and Mid-cap Factors Offer Unique Advantages
Prnewswire· 2024-04-04 21:00
Invesco公司扩大SMID因子ETFs阵容 - Invesco公司宣布扩大其小型和中型市值(SMID)因子交易所交易基金(ETFs)的阵容[1] - Invesco将提供其“合理价格增长”策略,应用于中型市值Invesco S&P MidCap 400 GARP ETF(GRPM)和小型市值Invesco S&P Small Cap 600 ETF(GRPZ)[2] 因子投资在SMID市值层面的重要性 - 因子投资一直是被 passively 市值加权组合和主动管理组合之间的重要桥梁[3] - 在SMID市值层面,因子筛选可以提供一组独特的公司组合,提供超越大市值增长股的多样化[3]
Invesco Wins Overall Fixed Income Fund Family, 18 LSEG Lipper Awards for Outstanding Risk-Adjusted Returns across its Active Investments Platform
Prnewswire· 2024-03-19 22:00
ATLANTA, March 19, 2024 /PRNewswire/ -- Invesco is proud to be recognized by the LSEG Lipper Fund Awards as the top Overall Fixed Income Fund Family (Large Firm) as well as 18 additional wins for leading mutual funds across its active fixed income and equities investments platform. Based on Lipper's quantitative, proprietary methodology, the awards pay tribute to outstanding performance for consistently strong risk-adjusted three-, five-, and 10-year returns relative to industry peers in each category. L ...
Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds
Prnewswire· 2024-03-19 04:15
文章核心观点 Invesco Advisers宣布旗下三只封闭式基金投资组合管理团队变更,自2024年3月18日起由Mark Paris等五人共同负责日常管理 [1] 基金信息 - 涉及的Invesco封闭式基金包括Invesco California Value Municipal Income Trust、Invesco Municipal Income Opportunities Trust和Invesco Trust for Investment Grade New York Municipals [1] 管理团队变更 - 自2024年3月18日起Mark Paris、John "Jack" Connelly、Tim O'Reilly、John Schorle和Julius Williams共同负责三只基金投资组合日常管理 [1] - 各基金经理开始负责日常管理年份:Mark Paris在VCV、OIA、VTN分别为2015年、2009年、2015年;John "Jack" Connelly均为2016年;Tim O'Reilly均为2016年;John Schorle均为2018年;Julius Williams在VCV、OIA、VTN分别为2011年、2015年、2009年 [3] 公司介绍 - Invesco Ltd.是全球独立投资管理公司,提供综合投资能力,在超20个国家设办公室,截至2023年12月31日管理资产1.59万亿美元 [4] - Invesco Distributors是Invesco Ltd.零售产品美国分销商,Invesco Advisers是投资顾问,为客户提供服务但不销售证券,二者均为Invesco Ltd.间接全资子公司 [4]
Invesco (IVZ) is a Top-Ranked Growth Stock: Should You Buy?
Zacks Investment Research· 2024-03-14 22:46
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...
Here's Why Invesco (IVZ) is a Strong Value Stock
Zacks Investment Research· 2024-03-13 22:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...
Invesco (IVZ) February AUM Up 3% on Upbeat Markets & Inflows
Zacks Investment Research· 2024-03-12 20:55
Invesco (IVZ) has announced preliminary assets under management (AUM) for February 2024. The company’s month-end AUM of $1.63 trillion represented a 3% rise from the previous month.IVZ delivered net long-term inflows of $1.8 billion in February. Non-management fee-earning net inflows were $1.9 billion and money market net inflows were $3.5 billion.Additionally, Invesco’s AUM was positively impacted by favorable market returns, which raised AUM by $42 billion. However, FX affected the AUM balance by $2.6 bil ...
Invesco QQQ Celebrates 25 years of Access to Innovation
Prnewswire· 2024-03-11 21:00
Invesco QQQ基金 - Invesco QQQ是Invesco QQQ创新套件的旗舰基金,作为创新的代表已经庆祝了25周年[1] - Invesco QQQ的发展与Nasdaq-100指数的扩张和投资者对科技和创新的态度密切相关,使其成为全球第二大交易量最高的ETF[1] - Invesco QQQ的持有公司包括微软、苹果、亚马逊等,这些公司在技术领域取得成功,市值从1999年的157.5亿美元增长到2023年底的882.1亿美元[2] - Invesco QQQ提供了七种不同的投资选择,包括具有25年历史记录的QQQ和更具成本效益的QQQM,以及通过QQQJ和QQQS等产品选择未来创新公司的机会[4] - Invesco QQQ在2023年底继续保持在大型成长类别中排名靠前,获得了晨星的五星评级和Lipper的排名第一[5] 投资风险 - 投资ETF存在风险,包括可能损失资金,股票不受积极管理,面临类似股票的风险,包括空头交易和保证金维持要求[14] - 投资于特定行业的投资,如信息技术,面临更大的风险,更容易受市场波动影响,比更多样化的投资更受影响[15] - QQQM、QQQJ和QQQS基金是非多样化的,可能比更多样化的投资更具波动性[16] - 投资外国发行人的证券存在风险,包括外币波动、政治和经济不稳定以及外国税收问题[17] - 中型公司的股票往往更容易受到不利发展的影响,可能更具波动性,可能流动性较差或受到转售限制[18] - 小型和中型公司的股票往往更容易受到不利发展的影响,可能更具波动性,可能流动性较差或受到转售限制[19] 其他信息 - 基金的基础指数由拥有有价值专利组合的公司组成,指数提供商依赖独立数据提供商确定发行人专利和相关无形资产(即知识产权和研发活动)的潜在价值,以便纳入指数[20] - 如果数据提供商未正确评估发行人的专利,或者包含在指数中的公司最终未从持有这些专利中受益,基金的表现可能会受到影响,不能保证指数将由拥有最有价值专利的公司组成[21] - 投资者在投资前应仔细阅读招股说明书/摘要招股说明书,并仔细考虑投资目标、风险、费用和支出。有关基金的更完整信息,请致电800 983 0903或访问invesco.com获取招股说明书/摘要招股说明书[22] - Invesco Distributors, Inc.是Invesco零售产品的美国分销商,是Invesco Ltd.的间接全资子公司[23] - Invesco QQQ TrustSM,Series 1(QQQ)的赞助商是Invesco Capital Management LLC(Invesco),NASDAQ、纳斯达克-100指数、纳斯达克-100指数跟踪股票和QQQ是纳斯达克公司的商标/服务标志,已获得Invesco使用许可。纳斯达克对于投资QQQ的适宜性不作任何声明,也不对QQQ、纳斯达克-100指数、其使用或其中包含的任何数据承担任何保证责任[24] - Nasdaq®、纳斯达克-100指数®、纳斯达克-100®、NDX®、纳斯达克下一代100™、纳斯达克综合指数®、QQQ®是纳斯达克公司(及其关联公司)的商标,由Invesco Distributors Inc.获得使用许可。产品未经纳斯达克公司的法律审查或适用性审查。产品未经纳斯达克公司的发行、认可、销售或推广。纳斯达克公司对产品不作任何保证,也不对产品承担任何责任[25] - 联系人:Stephanie Diiorio,[email protected],212.278.9037,来源:Invesco Ltd.[26]