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How Invesco’s Long-Term Inflows and Outflows Trended in 4Q17

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Mar. 5 2018, Updated 10:31 a.m. ET

Net long-term flows

Invesco (IVZ) witnessed long-term inflows amounting to $56.7 billion in 4Q17, while long-term outflows were $52.3 billion. Therefore, net long-term inflows stood at $4.4 billion in 4Q17. However, in 4Q16, net-long-term inflows were $0.1 billion with long-term inflows amounting to $45.1 billion and long-term outflows of $45 billion.

In 4Q17, Invesco saw long-term inflows and outflows of $40.2 billion and $36.6 billion, respectively, in its active AUM. Thus, net long-term inflows in active AUM stood at $3.6 billion, an improvement compared to 4Q16. In the active AUM, the net long-term outflows were $1.9 billion in 4Q16 as long-term outflows were $37.5 billion and long-term inflows stood at $35.6 billion.

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Passive AUM and institutional channel

In passive AUM, Invesco saw long-term inflows of $16.5 billion, and long-term outflows stood at $15.7 billion, which resulted in a net long-term inflow of $0.8 billion in 4Q17. However, in 4Q16, the company saw net long-term inflows of $2 billion in passive AUM.

In the institutional channel, Invesco saw long-term inflows and outflows of $8.4 billion and $7.6 billion, respectively, resulting in a net-long-term inflow of $0.8 billion in 4Q17. In 4Q16, the same channel saw net long-term inflows of $2.5 billion.

Invesco has a return on invested capital of 7.5% on an LTM (last-12-month) basis, and peers (XLF) Lazard Limited (LAZ), WisdomTree Investments (WETF), and Raymond James Financial (RJF) have returns of 9.6%, 18.4%, and 2.4%, respectively, on an LTM basis.

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