ReportGem ReportGem EN

实时全球研报

July‘26 AuM Flash: IVZ

发布日期: 2026-08-11研究机构: Morgan Stanley公司 / 股票: IVZ.N报告页数: 13原文语言: English

研报英文原文证据摘录

Not for redistribution without written consent of Morgan Stanley

M

Update

August 11, 2026 01:09 PM GMT

Asset Managers | North America

Morgan Stanley & Co. LLC

Michael J. Cyprys, CFA, CPA

Equity Analyst

July'26 AuM Flash: IVZ

Joseph Tumillo, CFA

Research Associate

IVZ reported July'26 AuM this morning before the open. We see

$8.6b of LT inflows, reflecting (annualized) IVZ LT inflows of

+4.6% vs MSe +7.7%.

Invesco (IVZ): Highlights from month-end AuM disclosure:

• July 2026 LT AuM of $2.21t, that's down -1.8% m/m and up +51.3% y/y.

Brokers, Asset Managers & Exchanges

North America

Industry View

In-Line

Check out our other recent reports here:

Asset Managers: July'26 AUM Flash: BEN (5 Aug

2026)

Recall that LT AUM starting in December 2025 includes QQQ AUM, if we

BlackRock Inc.: Compelling Entry Point into

compare on a like-for-like basis vs last yr, LT AUM is up +21.4% y/y. Total

Durable Growth (16 Jul 2026)

AUM $2.45t declined -0.9% m/m and was -3.9% lower than MSe and -2.2%

Asset Managers: June '26 AUM Flash: TROW,

lower than Cons's 3Q26 estimate.

VRTS, VCTR (13 Jul 2026)

• +$8.6b of firmwide LT net inflows in April (+4.6% annualized) (ex non-fee

Asset Managers: June '26 AUM Flash: IVZ, WT

paying flows and global liquidity) vs MSe of +$14.5b LT inflows (+7.7% ann.)

(10 Jul 2026)

and worse vs. Cons monthly run-rate of +$9.1b net inflows (4.85% ann).

Asset Managers: June '26 AUM Flash: BEN (7 Jul

2026)

Asset Managers: 2Q26 Preview: Market Uplift

Drives Upward Revisions (26 Jun 2026)

Morgan Stanley does and seeks to do business with

companies covered in Morgan Stanley Research. As a result,

investors should be aware that the firm may have a conflict of

interest that could affect the objectivity of Morgan Stanley

Research. Investors should consider Morgan Stanley

Research as only a single factor in making their investment

decision.

本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文,不做批量翻译;登录后在阅读器切换中文时才按需翻译。

打开研报阅读器