IVZ Invesco Ltd

FY2024 10-K
Filed: Feb 25, 2025
Financials
Investment AdviceSEC EDGAR

Invesco Ltd (IVZ) filed its fiscal year 2024 10-K annual report with the SEC on Feb 25, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2024 10-K

Business Overview

  • Core business: asset management focused on institutional money market products and U.S. retail mutual funds
  • Emphasis on extensive annual impairment testing of indefinite-lived intangible assets tied to management contracts, incorporating updated market conditions
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Management Discussion & Analysis

  • No substantive MD&A content provided for fiscal year 2025, only reference to prior years' analysis
  • No revenue, profitability, segment, cash flow, or forward-looking information disclosed in the excerpt

Risk Factors

  • Regulatory risk: Consolidated Investment Products (CIP) CLO-related balances may affect financial statements; regulatory accounting standards require consolidation impacting reported earnings
  • Macroeconomic risk: Foreign exchange fluctuations decreased AUM by $16.3 billion in 2024, impacting revenue from international markets
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Financial Summary
XBRL

Revenue

$6.1B

Net Income

$538M

Operating Margin

13.7%

Net Margin

8.9%

ROE

3.7%

Total Assets

$27.0B

EPS (Diluted)

$1.18

Operating Cash Flow

$1.2B

Source: XBRL data from Invesco Ltd FY2024 10-K filing on SEC EDGAR. All figures in USD.

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