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Invesco Ltd. Financial Update on April 30, 2025

Invesco Ltd. (NYSE: IVZ) has published its preliminary assets under management (AUM) for the month ending April 30, 2025. The latest report reveals that the company now manages an impressive total of $1,840.0 billion. This signifies a minor decline of 0.3% from the previous month's figures, which stood at $1,844.8 billion.

The financial services sector has shown diverse trends throughout the month. Notably, Invesco experienced net long-term inflows amounting to $1.3 billion. However, this positive development was partially offset by non-management fee earning net outflows totaling $2.0 billion, alongside more significant outflows from money market funds, reported at $12.1 billion.

Market volatility also played a role in shaping the AUM results. Unfavorable market returns, which contributed to the downturn, decreased AUM by $1 billion during the month. In contrast, favorable foreign exchange effects positively impacted AUM, boosting it by $9.2 billion. This complex interplay of factors illustrates the ongoing fluctuations within the investment landscape, underscoring the challenges that investment managers like Invesco face amid changing market conditions.

For the quarter leading up to April 30, 2025, Invesco has reported a preliminary average total AUM of $1,817.3 billion. Within this period, the average active AUM stood at $1,027.3 billion, showcasing the firm’s commitment to maintaining a robust investment approach.

Breakdown of AUM across various sectors

Here’s a detailed look into the composition of Invesco’s total assets under management as of April 30:

• - Total AUM: $1,840.0 billion

- ETFs: $492.4 billion
- Index Strategies: $298.9 billion
- Fundamental Fixed Income: $261.1 billion
- Fundamental Equities: $127.4 billion
- Private Markets: $112.1 billion
- China JV: $61.1 billion
- India: $187.9 billion
- Multi-Asset/Other: $299.1 billion

As we compare the data from recent months, it's clear that Invesco’s AUM has encountered fluctuations. For instance, the figures from January to February 2025 indicated a higher total of $1,902.8 billion, reflecting a trend of increasing management as they navigated through various market conditions.

The asset management firm’s strategies appear to be working in favor of clients, even in turbulent times, as evidenced by their substantial inflow figures this month.

About Invesco Ltd.

Invesco Ltd. operates as a globally recognized independent investment management firm, focusing on delivering tailored investment experiences to enhance individuals' lives. With a presence in over 20 countries, their diverse investment teams provide clients with a spectrum of active, passive, and alternative investment capabilities.

For further insights and updates about Invesco's operations, visit their official website at www.invesco.com/corporate.