Analyst Coverage


Firm Analyst Phone Email
Bank of America Merrill Lynch Cynthia Mayer +1 646 855 1142 cynthia_mayer@ml.com
Barclays Capital Roger A. Freeman, CFA +1 212 526 4662 roger.freeman@barcap.com
Bernstein Research Luke Montgomery, CFA +1 212 969 6714 lucas.montgomery@bernstein.com
BMO Capital Markets David J. Chiaverini, CFA +1 212 885 4115 david.chiaverini@bmo.com
Citi Investment Research William Katz +1 212 816 5394 william.katz@citi.com
Credit Lyonnais Securities Asia (CLSA) Chris Spahr +1 212 261 4005 chris.spahr@clsa.com
Credit Suisse Craig Siegenthaler, CFA +1 212 325 3104 craig.siegenthaler@credit-suisse.com
Deutsche Bank Securities, Inc. Michael Carrier, CFA +1 212 250 6600 michael.carrier@db.com
Goldman Sachs Marc Irizarry +1 212 902 4175 marc.irizarry@gs.com
Jeffries Daniel T. Fannon +1 415 229 1523 dfannon@Jefferies.com
J.P. Morgan Kenneth B. Worthington, CFA +1 212 622 6613 kenneth.b.worthington@jpmorgan.com
Keefe, Bruyette & Woods, Inc. Robert Lee +1 212 887 7732 rlee@kbw.com
Morgan Stanley Matthew Kelley +1 212 761 8201 matthew.kelley@morganstanley.com
Morningstar Greggory Warren +1 312 384 4015 greggory.warren@morningstar.com
Nomura Securities Glenn Schorr, CFA +1 212 298 4074 glenn.schorr@nomura.com
Sandler O'Neill & Partners Michael Kim +1 212 466 7722 mkim@sandleroneill.com
Sterne Agee Jason Weyeneth, CFA +1 212 763 8293 jweyeneth@sterneagee.com
Stifel Nicolaus and Company, Incorporated. Jeffrey Hopson +1 314 342 8497 hopsonj@stifel.com
Susquehanna Financial Group Jonathan Casteleyn, CFA +1 212 514 4780 jonathan.casteleyn@sig.com
Ticonderoga Securities Douglas Sipkin, CFA +1 212 906 7468 dsipkin@ticonsec.com
UBS US Equity Research Alex Kramm, CFA +1 212 713 4060 alex.kramm@ubs.com
Wells Fargo Securities James P. Shanahan +1 443 263 6546 jim.shanahan@wachovia.com



Invesco is followed by the analysts listed above. Please note that any opinions, estimates or forecasts regarding Invesco's performance made by these analysts are theirs alone and do not represent opinions, estimates or forecasts of Invesco or its management.

Invesco does not by its reference above imply its endorsement of or concurrence with such information, conclusions or recommendations. The list includes analysts currently known by Invesco to follow the company, but may not be complete and may change as firms add or delete coverage.

Invesco undertakes no obligation to update this list. Invesco does not distribute information or reports prepared by analysts.

News
  • Invesco Ltd. Announces April 30, 2012 Assets Under Management
    Atlanta, May 9, 2012
    --- Invesco Ltd. (NYSE: IVZ) reported preliminary month-end assets under management of $668.4 billion, a decrease of 0.7% month over month. During the month, the positive impact from foreign exchange of $2.3 billion was offset by total net outflows and market depreciation. Total net long-term outflows were largely due to outflows of $2.6 billion in the Invesco PowerShares QQQ and a previously reported $0.9 billion active fixed income outflow from the UK. Total average assets for the quarter through April were $667.3 billion and average active assets for the quarter through April 30 were $556.3 billion.
  • Invesco Ltd. Reports First Quarter 2012 Results

    Adjusted diluted EPS of $0.44
    Net inflows of $8.1 billion
    Quarterly dividend of 17.25 cents, up 41%

    Atlanta, April 26, 2012     --- Invesco Ltd. (NYSE: IVZ) announced its financial results for three months ended March 31, 2012. A conference call will be held at 9:00 am (ET) to discuss the results. "Reflecting our third consecutive year of strong long-term net flows and continued confidence in our business, we are increasing our return to shareholders by raising our quarterly dividend to 17.25 cents per share, an increase of 41%," said Martin L. Flanagan, president and CEO of Invesco. "During the first quarter, growth was driven by continued strong client interest in our balanced risk allocation and real estate capabilities and ETFs."