The Zacks Investment Management industry will benefit from investors' shift toward higher-yielding investment vehicles, such as equities, alternative funds and long-term bonds. While the trend of passive investing continues, demand for active investment strategies is also not diminishing. Hence, sustained economic growth and falling rates will aid assets under management (AUM) balance.Yet, tighter regulations, rising compliance costs and technology upgrades are expected to strain industry players’ profitabi ...

KLMN breaks global record by launching with US$2.4 billion invested by Finnish pension insurer Varma ATLANTA, Dec. 12, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced the launch of the Invesco MSCI North America Climate ETF (KLMN). KLMN began trading on the New York Stock Exchange with US$2.4 billion in assets from Finnish pension insurer, Varma, which breaks a worldwide record by surpassing the funding of any previous new ETF launch globally."We are excited ...

ATLANTA, Dec. 11, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today the final results of the tender offers for Invesco Trust for Investment Grade New York Municipals (NYSE: VTN) and Invesco Pennsylvania Value Municipal Income Trust (NYSE: VPV) (each, a "Fund" and collectively, the "Funds"). Each tender offer expired at 11:59 p.m., New York City time, on Monday, December 9, 2024 (the "Expiration Date").Invesco Trust for Investment Grade New York Municipals ...

New offerings position Invesco as the provider with the most expansive set of ETF assets that access unique exposures of the groundbreaking companies within Nasdaq IndexesATLANTA, Dec. 4, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today the expansion of the Invesco QQQ Innovation Suite to include Invesco Top QQQ ETF (QBIG) and Invesco QQQ Low Volatility ETF (QQLV). The newest additions to the firm's popular family of QQQ strategies further positions the ...

ATLANTA, Dec. 3, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today that it completed the termination and liquidation of Invesco High Income 2024 Target Term Fund (NYSE: IHTA) (the "Fund"). In accordance with its investment objectives and organizational documents, and previously announced liquidation plans, the Fund terminated its existence and liquidated on December 2, 2024 (the "Termination Date").The Fund launched on December 4, 2017 with the investment ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued ...

Core Insights - Invesco has partnered with Tabono Capital to enhance investment solutions for ultra-high-net-worth clients, combining Tabono's regional client relationships with Invesco's global investment expertise [1][3] - The collaboration allows Tabono to utilize Invesco's advanced portfolio construction tools and market insights, enabling the delivery of sophisticated investment solutions while maintaining personalized service [2][5] Company Strategy - The partnership is a strategic move for Invesco to tap into the rapidly growing UHNW segment in key markets, enhancing its presence and connections with influential investors [3][4] - Invesco's assets under management (AUM) outside the United States accounted for nearly 29% of its total AUM as of September 30, 2024, indicating a solid international footprint [4] Market Context - The demand for sophisticated, globally diversified investment solutions is increasing, positioning the Invesco-Tabono partnership to provide significant value to clients in a complex global market [5] - Invesco's shares have increased by 7% over the past three months, although this is below the industry's growth of 25.6% during the same period [7]

ATLANTA, Nov. 19, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it expects to deliver capital gains distributions to the following Invesco ETFs.1For the funds listed in the Table, the ex-date for the 2024 capital gains distributions will be Monday, December 23, 2024.  The record date will be Monday, December 23, 2024, and the payable date will be Friday, December 27, 2024.  Table Ticker Fund Name EstimatedDistributionShort ...

Invesco (IVZ) shares lost 1% in after-hours trading on Monday following the announcement of preliminary assets under management (AUM) for October 2024. The company’s month-end AUM of $1.77 trillion represented a 1.3% decline from the previous month.IVZ reported net long-term inflows of $2 billion for October. Non-management fee-earning net outflows were $0.2 billion, and money market net outflows totaled $1.8 billion.Further, Invesco’s AUM was unfavorably impacted by weak market returns, which lowered its A ...

ATLANTA, Nov. 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,772.0 billion, a decrease of 1.3% versus previous month-end. The firm delivered net long-term inflows of $2.0 billion in the month. Non-management fee earning net outflows were $0.2 billion and money market net outflows were $1.8 billion. AUM was negatively impacted by unfavorable market returns which decreased AUM by $13 billion. FX decreased AUM by $10.5 billion. Prelimi ...