Q3 2025 Invesco Ltd Earnings Call Transcript
Key Points
- Invesco Ltd (IVZ) achieved a record AUM of $2.1 trillion with strong net long-term inflows of nearly $29 billion, marking an 8% annualized organic growth.
- The company has made significant progress in strengthening its capital management, including repaying approximately 25% of the term loans used for a $1 billion preferred stock repurchase.
- Invesco Ltd (IVZ) launched a successful partnership with Barings, introducing the Invesco Dynamic Credit Opportunity Fund, targeting the US wealth management market.
- The firm reported strong performance in its ETF and index offerings, reaching $1 trillion in AUM, with a 15% annualized organic growth rate.
- Invesco Ltd (IVZ) is seeing robust growth in its China JV, reaching a record high AUM of $122 billion, reflecting a 16% increase over the previous quarter.
- Invesco Ltd (IVZ) recorded overall net outflows in fundamental equities of $5 billion, reflecting broader secular outflow trends in actively managed equities.
- The company is facing challenges in the US market with expected acceleration of net outflows from its developing markets fund.
- There is ongoing uncertainty regarding the completion of the QQQ ETF shareholder vote, which has been adjourned until December 5.
- The sale of Intelliflo resulted in a noncash impairment charge of $36 million, impacting the company's financial results.
- Invesco Ltd (IVZ) anticipates continued implementation costs related to its Alpha hybrid platform, which could modestly increase expenses in 2026.
Thank you for standing by, and welcome to Invesco's third quarter earnings conference call. [Operator Instructions] As a reminder, today's call is being recorded. Over to Greg Ketron, Invesco's Head of Investor Relations. Sir, you may begin.
All right. Thanks, Cedric, and to all of you joining us today. In addition to the press release, we have provided a presentation that covers the topics we plan to address. The press release and presentation are available on our website, invesco.com. This information can be found by going to the Investor Relations section of the website.
Our presentation today will include forward-looking statements and certain non-GAAP financial measures. Please review the disclosures on Slide 2 as well as the appendix for the appropriate reconciliations to GAAP. Finally, Invesco is not responsible for the accuracy of our earnings transcripts provided by third parties. The only authorized webcast are located on our website.
Andrew Schlossberg, President and CEO; and
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