Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational information but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment management [1]

Core Insights - Enthusiasm for environmental, social, and governance (ESG) investments remains strong among professional investors, potentially benefiting ETFs like Invesco ESG Nasdaq 100 ETF (QQMG) and Invesco ESG Nasdaq Next Gen 100 ETF (QQJG) [1][2] - A recent Morgan Stanley survey indicates that 80% of asset allocators plan to increase their exposure to sustainable investments, with North America showing the highest percentage of professional investors intending to do so [2][3] Group 1: Performance and Adoption Trends - The performance of sustainable investments is a significant driver for asset owners to increase allocations, with 22% citing strong financial performance as the top reason [4] - The maturity of sustainable investing as a strategy is recognized by 18% of asset owners, indicating an established track record [4] - Professional investors view sustainable investments as potential outperformers compared to traditional investments [3] Group 2: Climate Focus - Both QQJG and QQMG adhere to the United Nations Global Compact principles, emphasizing climate-specific protocols, which aligns with the growing focus on climate adaptation investment opportunities [5] - Over three-quarters of investors expect physical climate risks to significantly impact asset prices in the next five years, with 35% anticipating widespread pricing impacts across the market [6]

Invesco has joined forces with LGT Capital Partners to introduce multi-alternative private markets solutions, beginning with a focus on the wealth and retirement sectors in the US. This collaboration seeks to combine both firms’ experience in alternative investments to facilitate access to private markets through a portfolio offerings and investor education initiatives. Invesco’s private markets and alternatives division currently oversees assets exceeding $190bn worldwide and manages more than $1tn for ...

Group 1 - The article does not provide any specific content related to a company or industry [1]

Invesco Conference Call Summary Company Overview - Invesco is a $2.1 trillion asset management firm with capabilities across various asset classes including equities, fixed income, ETFs, private markets, and multi-asset solutions [1][4] Key Points on Organic Growth - Invesco reported approximately $75 billion of net long-term flows in the first 11 months of 2025, indicating strong and broad asset flows across geographies and asset classes [5][6] - Focus areas for driving organic growth include: - Personalization in wealth management, particularly through SMAs (separately managed accounts), which have grown from $17.5 billion to $35 billion in assets over three to four years [6] - Income-oriented strategies, with a fixed income franchise of about $680 billion and $30 billion in positive net flows this year [6][7] - Expansion into private markets, with $130 billion in assets and partnerships to enhance offerings [7][21] - International growth, with 40% of long-term assets held by clients outside North America, contributing to 70% of this year's flows [8] Fee Structure Changes - Invesco is in the process of converting a fund structure from UIT to ETF, with over 92% of voting fundholders in favor of the proposal [10][11] - The new management fee is set at 18 basis points, with a projected net revenue yield of 6 basis points after expenses [14][15] Private Markets Strategy - Invesco's private markets solutions include $130 billion in assets, with $85 billion in private real estate and $45 billion in private credit [20] - Partnerships with Barings and LGT Capital are aimed at expanding private credit strategies and enhancing income offerings [21][22] Fundamental Equities Realignment - Invesco has consolidated its international, global, and emerging market fundamental equity strategies to improve investment quality [31] - Approximately half of the assets in fundamental equity are now in the top quartile over a three-year basis, with positive flows noted in Europe and Asia [33] Fixed Income Positioning - The fixed income platform is close to $700 billion, with a broad range of strategies from money market funds to private credit [46] - There is significant capacity for growth, particularly as cash balances remain high in wealth and retail sectors [48] Expense Management and Operating Margins - Invesco aims to improve operating margins, targeting a return to mid-30s and eventually high 30s [52] - The firm has been managing expenses effectively, with a focus on unlocking costs while driving organic revenue growth [53][60] Capital Management and Shareholder Returns - Invesco announced a $500 million repurchase of preferred shares, following a $1 billion repurchase earlier in the year [66][67] - The company is targeting a 60% payout ratio for capital returns to shareholders, including dividends and buybacks [71] M&A and Strategic Partnerships - Invesco is open to M&A but sees significant opportunities through strategic partnerships, particularly in enhancing product capabilities [72][73] 2026 Priorities - Key initiatives for 2026 include improving investment quality in fundamental equities, scaling capabilities in ETFs and fixed income, and completing the Alpha technology implementation [76][79] Additional Insights - The firm has seen a notable increase in flows from the Chinese market, with over $125 billion in assets and $15 billion in flows through the first nine months of 2025 [39][40] - Digital engagement is significant, with about one-third of client interactions occurring through digital platforms [44]

This article introduces the Invesco Aerospace & Defense ETF ( PPA ), which, according to its website , is a $6.5B fund holding companies "involved in the development, manufacturing, operations and support of US defense, homeland security and aerospace operations." Due to its nature, you might expectThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has comp ...

Key Takeaways Volatility, strong inflows and rising global AUM fueled a robust 2025 for asset managers.BLK's record $13.46T AUM and acquisitions supported continued top-line growth.IVZ and AMG expect revenue and earnings gains in 2026 as product shifts strengthen flows.The performance of asset/investment managers has been impressive in 2025, supported by strong market rebounds, record inflows into key strategies and a broad expansion in global assets under management (AUM).Since the beginning of this year, ...

Key Takeaways Invesco partnered with LGT Capital to broaden private markets access for U.S. wealth and retirement clients.The firms plan a multi-alternative solution combining portfolio capabilities and investor education.The move supports Invesco's AUM growth efforts, alongside prior private credit and ETF initiatives.Invesco Ltd. (IVZ) has partnered with LGT Capital Partners, a leading privately held global specialist in alternative investing, to boost private markets access for U.S. wealth and retirement ...

Andrii Yalanskyi / iStock via Getty Images Key Points JEPI offers a 7.1% yield through call options on 125 holdings including Magnificent Seven stocks. SPHD caps sectors at 10 stocks each to prevent overweighting and focuses on stable dividend payers. JEPI returned 72% since 2020 versus SPHD’s 129% since 2015 with lower volatility. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take ...

Today, I would like to initiate coverage of the Invesco ESG NASDAQ 100 ETF ( QQMG ), with a Hold rating. My opinion is that QQMG is a solid environmental, social, and governance parameters-screened alternative to the Invesco QQQ Trust ETF (Vasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much atten ...