Will Invesco’s (IVZ) Rising Assets Signal a Stronger Long-Term Growth Narrative?

• Invesco announced that its assets under management reached US$2.06 trillion at the end of August 2025, reflecting a 1.9% increase compared to the previous month, supported by net long-term inflows of US$11.1 billion and favorable market and currency moves.
• This rise in managed assets highlights investor interest in Invesco's offerings and management's ability to attract and retain significant new capital during the period.
• We’ll explore how the recent increase in Invesco’s assets under management updates its investment narrative and future outlook.

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Invesco Investment Narrative Recap

Shareholders in Invesco generally look for a company that can successfully grow its assets under management (AUM), especially amid competition from low-fee alternatives and ongoing margin pressure. The recent AUM rise to US$2.06 trillion signals increased investor engagement but does not meaningfully change the most important near-term catalyst, continued success in ETFs and alternative offerings, or reduce the key risk of fee compression from the market shift toward passive strategies.

Among recent developments, Invesco's July launch of new actively managed ETFs, including the Core Fixed Income ETF (GTOC) and Intermediate Municipal ETF (INTM), is particularly relevant. These product additions expand its US$491 billion active fixed income platform, potentially supporting further growth in long-term net inflows, which remains a vital driver in the current competitive climate.

Conversely, investors should also be mindful of persistent revenue headwinds from industry-wide fee pressure as the business continues to shift toward lower-fee products, especially if...

Read the full narrative on Invesco (it's free!)

Invesco's narrative projects $4.8 billion revenue and $1.1 billion earnings by 2028. This requires an annual revenue decline of 8.2% and an increase in earnings of about $677 million from the current $422.9 million.

Uncover how Invesco's forecasts yield a $23.17 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members value Invesco shares between US$20.89 and US$25.61, based on three distinct analyses. With so many views, stay alert to how the continued move toward passive investing can weigh on revenue over time.

Explore 3 other fair value estimates on Invesco - why the stock might be worth 6% less than the current price!

Build Your Own Invesco Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Invesco research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Invesco research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Invesco's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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