Core Insights - Invesco Ltd. reported preliminary month-end assets under management (AUM) of $2,166.6 billion, reflecting a 2.0% increase from the previous month [1] - The firm experienced net long-term inflows of $8.0 billion during the month, with non-management fee earning net inflows of $6.6 billion and money market net inflows of $11.1 billion [1] - AUM was positively influenced by favorable market returns, which contributed an increase of $38 billion, while foreign exchange effects decreased AUM by $6.2 billion [1] - The completion of the sale of Invesco's majority interest in their India asset management business resulted in a decrease of AUM by $15.6 billion [1] - The preliminary average total AUM for the quarter ending October 31 was $2,156.0 billion, with an average active AUM of $1,128.6 billion [1] AUM Breakdown - As of October 31, 2025, total AUM was $2,166.6 billion, with specific categories as follows: - ETFs & Index Strategies: $621.4 billion - Fundamental Fixed Income: $309.4 billion - Fundamental Equities: $301.5 billion - Private Markets: $129.9 billion - China: $125.2 billion - Multi-Asset/Other: $68.1 billion - Global Liquidity: $200.3 billion - QQQ: $410.8 billion [2] - AUM figures for September 30, 2025, were $2,124.8 billion, indicating a month-over-month increase [2] - The AUM for August 31, 2025, was $2,063.6 billion, showing a consistent upward trend [2] Company Overview - Invesco Ltd. is a leading global asset management firm with over 8,300 employees serving clients in more than 120 countries [3] - The firm manages approximately $2.1 trillion in assets as of September 30, 2025, offering a comprehensive range of active, passive, and alternative investment capabilities [3]

Core Viewpoint - Lazard, Inc. reported preliminary assets under management (AUM) of approximately $258.4 billion as of August 31, 2025, reflecting a combination of market appreciation, foreign exchange appreciation, and net outflows [1] Summary by Category Assets Under Management - As of August 31, 2025, Lazard's AUM totaled approximately $258.4 billion, which included market appreciation of $2.7 billion and foreign exchange appreciation of $2.2 billion [1] - The AUM also experienced net outflows of $0.2 billion during the month [1] Breakdown of AUM - The AUM breakdown as of August 31, 2025, is as follows: - Equity: $202,509 million - Fixed Income: $46,877 million - Other: $8,982 million - For comparison, the AUM figures for July 31, 2025, were: - Equity: $198,773 million - Fixed Income: $45,980 million - Other: $8,900 million [1]