ATLANTA, June 12, 2017 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $859.0 billion, an increase of 2.1% month over month. The increase was driven by favorable market returns, higher Money Market AUM, PowerShares QQQs inflows, foreign exchange, and net long-term inflows. FX increased AUM by $0.9 billion. Preliminary average total AUM for the quarter through May 31 were $843.3 billion, and preliminary average active AUM for the quarter through May 31 were $687.7 billion.
Total Assets Under Management |
|||||||||
(in billions) |
Total |
Equity |
Fixed |
Balanced |
Money |
Alternatives |
|||
May 31, 2017(a) |
$859.0 |
$394.5 |
$208.4 |
$51.6 |
$75.7(b) |
$128.8 |
|||
April 30, 2017 |
$841.4 |
$387.1 |
$206.0 |
$49.9 |
$70.0 |
$128.4 |
|||
March 31, 2017 |
$834.8 |
$381.8 |
$203.8 |
$48.9 |
$73.1 |
$127.2 |
|||
February 28, 2017 |
$836.8 |
$379.6 |
$203.2 |
$48.6 |
$78.0 |
$127.4 |
|||
Active (c) |
|||||||||
(in billions) |
Total |
Equity |
Fixed |
Balanced |
Money |
Alternatives |
|||
May 31, 2017(a) |
$699.8 |
$288.5 |
$162.0 |
$51.6 |
$75.7(b) |
$122.0 |
|||
April 30, 2017 |
$684.8 |
$284.3 |
$160.0 |
$49.9 |
$70.0 |
$120.6 |
|||
March 31, 2017 |
$680.5 |
$280.6 |
$158.7 |
$48.9 |
$73.1 |
$119.2 |
|||
February 28, 2017 |
$682.2 |
$279.9 |
$158.0 |
$48.6 |
$78.0 |
$117.7 |
|||
Passive (c) |
|||||||||
(in billions) |
Total |
Equity |
Fixed |
Balanced |
Money |
Alternatives |
|||
May 31, 2017(a) |
$159.2 |
$106.0 |
$46.4 |
$0.0 |
$0.0(b) |
$6.8 |
|||
April 30, 2017 |
$156.6 |
$102.8 |
$46.0 |
$0.0 |
$0.0 |
$7.8 |
|||
March 31, 2017 |
$154.3 |
$101.2 |
$45.1 |
$0.0 |
$0.0 |
$8.0 |
|||
February 28, 2017 |
$154.6 |
$99.7 |
$45.2 |
$0.0 |
$0.0 |
$9.7 |
(a) Preliminary – subject to adjustment. |
(b) Preliminary - ending money market AUM include $70.8 billion in institutional money market |
(c) Passive AUM include ETF's, UIT's, non-fee earning leverage, foreign exchange overlays and |
About Invesco Ltd.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com.
SOURCE Invesco Ltd.
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