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IVZ (Invesco) Scaled Net Operating Assets : 0.80 (As of Sep. 2024)


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What is Invesco Scaled Net Operating Assets?

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Invesco's operating assets for the quarter that ended in Sep. 2024 was $25,863 Mil. Invesco's operating liabilities for the quarter that ended in Sep. 2024 was $4,143 Mil. Invesco's Total Assets for the quarter that ended in Jun. 2024 was $27,168 Mil. Therefore, Invesco's scaled net operating assets (SNOA) for the quarter that ended in Sep. 2024 was 0.80.


Invesco Scaled Net Operating Assets Historical Data

The historical data trend for Invesco's Scaled Net Operating Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Invesco Scaled Net Operating Assets Chart

Invesco Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Scaled Net Operating Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.70 0.57 0.66 0.73 0.77

Invesco Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
Scaled Net Operating Assets Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.80 0.78 0.80 0.78 0.80

Competitive Comparison of Invesco's Scaled Net Operating Assets

For the Asset Management subindustry, Invesco's Scaled Net Operating Assets, along with its competitors' market caps and Scaled Net Operating Assets data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco's Scaled Net Operating Assets Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Invesco's Scaled Net Operating Assets distribution charts can be found below:

* The bar in red indicates where Invesco's Scaled Net Operating Assets falls into.



Invesco Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Invesco's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2023 is calculated as

Scaled Net Operating Assets (SNOA)(A: Dec. 2023 )
=(Operating Assets (A: Dec. 2023 )-Operating Liabilities (A: Dec. 2023 ))/Total Assets (A: Dec. 2022 )
=(27002.2-3972.8)/29756.8
=0.77

where

Operating Assets(A: Dec. 2023 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=28933.8 - 1931.6
=27002.2

Operating Liabilities(A: Dec. 2023 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=13017.8 - 9045 - 0
=3972.8

Invesco's Scaled Net Operating Assets (SNOA) for the quarter that ended in Sep. 2024 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Sep. 2024 )
=(Operating Assets (Q: Sep. 2024 )-Operating Liabilities (Q: Sep. 2024 ))/Total Assets (Q: Jun. 2024 )
=(25863.2-4143.1)/27167.6
=0.80

where

Operating Assets(Q: Sep. 2024 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=27502.6 - 1639.4
=25863.2

Operating Liabilities(Q: Sep. 2024 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=11596 - 7452.9 - 0
=4143.1

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Invesco Scaled Net Operating Assets Related Terms

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Invesco Business Description

Traded in Other Exchanges
Address
1331 Spring Street, Suite 2500, Atlanta, GA, USA, 30309
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
Executives
Thomas P Gibbons director THE BANK OF NEW YORK MELLON CORPORATION, 225 LIBERTY STREET, NEW YORK NY 10286
Martin L Flanagan director, officer: President & CEO 1555 PEACHTREE STREET, SUITE 100, ATLANTA GA 30309
Elizabeth S. Johnson director CITIZENS FINANCIAL GROUP, INC., 600 WASHINGTON BLVD., STAMFORD CT 06901
Stephanie Butcher officer: Senior Managing Director 1555 PEACHTREE ST. NE, ATLANTA GA 30309
Tony Wong officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Trian Fund Management, L.p. director 280 PARK AVENUE, 41ST FLOOR, NEW YORK NY 10017
Jeffrey H Kupor officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Mm Asset Management Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Terry Vacheron officer: Chief Accounting Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Massmutual Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Massachusetts Mutual Life Insurance Co 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Gregory Mcgreevey officer: Senior Managing Director 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Jennifer Krevitt officer: SMD & Chief HR Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Meadows Colin officer: Senior Managing Director 1360 PEACHTREE STREET, ATLANTA GA 30309
Christopher C Womack director