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What You Need to Know about Invesco's 2Q17 Performance

PART:
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Part 4
What You Need to Know about Invesco's 2Q17 Performance PART 4 OF 5

Insights into Invesco’s Assets under Management by Channel

Contributions from the retail channel

Invesco (IVZ) had total AUM (assets under management) of $858.3 billion on June 30, 2017, of which the retail channel contributed $572.4 billion and the institutional channel contributed $285.9 billion. In its retail channel, the company saw a long-term inflow of $34.4 billion in 2Q17, compared with $34.8 billion in 2Q16.

Insights into Invesco&#8217;s Assets under Management by Channel

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In 2Q17, Invesco’s long-term inflow was contributed to by its European equity, PowerShares, European cross-border retail, and global target return funds. Invesco’s retail channel had a long-term outflow of $33 billion in 2Q17, compared with $35.3 billion in 2Q16. In its retail channel, the company saw market gains of $12 billion in 2Q17, compared with $7.8 billion in 2Q16.

Contributions from the institutional channel

In its institutional channel, Invesco saw a long-term inflow of $7.9 billion and a long-term outflow of $9.9 billion in 2Q17, with a net outflow of $2.0 billion. The company’s institutional money market funds saw a net flow of $2.8 billion in 2Q17, compared with $2.0 billion in 2Q16. However, in 2Q17, the company’s institutional channel saw market gains of $1.0 billion, compared with $2.9 billion in 2Q16.

Diluted earnings per share

Invesco has diluted trailing-12-month EPS (earnings per share) of $2.24. Peers’ (XLF) EPS are as follows:

  • Franklin Resources (BEN): $3.07
  • Evercore (EVR): $3.96
  • State Street (STT): $5.42

In the part of this series, we’ll look at analysts’ views on Invesco.

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