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Invesco

Invesco Parent Rating

Average

Invesco succeeds in a number of areas but also has its share of subpar offerings, along with many others that land somewhere in the middle.

A mid-2023 change of CEO, from longtime chief Marty Flanagan to veteran Invesco executive Andrew Schlossberg, is noteworthy, and several other executives retired or departed in 2023. Portfolio-manager shuffles aimed at bolstering poor performers, which began under Flanagan, have continued under Schlossberg, who told Morningstar his most important aim is bolstering “ investment quality. ” However, major changes of direction or approach are unlikely. The firm retains a Morningstar Parent rating of Average.

Invesco’s international-equity teams in Texas and New York remain solid. However, the extensive U.S.-equity lineup needs improvement. Fixed-income offerings run the gamut: The multisector and short-term-bond areas are good, but corporate high-yield is less impressive. The firm’s exchange-traded fund lineup includes the popular Nasdaq-focused QQQ; passive strategies make up around 37% of Invesco’s assets under management. Invesco has not been averse to trying new types of strategies, and it was among the firms that immediately launched a spot bitcoin ETF after SEC approval in early 2024.

The picture outside the United States is mixed. Fund performance has been subpar in Asia, and while the picture has brightened in the United Kingdom and Europe, that region still can’t be considered a strength.

Invesco Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

252.18 Bil

Investment Flows (TTM)

−21.66 Bil

Asset Growth Rate (TTM)

−8.54%

# of Share Classes

566
Morningstar Rating # of Share Classes
56
103
212
150
43
Not Rated 2

Exchange-Traded Funds

See All Invesco ETFs

Market

US ETFs

Total Net Assets

470.41 Bil

Investment Flows (TTM)

48.91 Bil

Asset Growth Rate (TTM)

14.03%

# of Share Classes

220
Morningstar Rating # of Share Classes
21
35
50
40
16
Not Rated 58

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