IVZ · 10-Q · 2026Q2 · Full report
FX / Currency Impact
Invesco Ltd. · 2026-08-04 · Importance 19 · Surprise 6 · From source text
Foreign-exchange movements increased Invesco’s investment management fees by $27.2 million for the six months ended June 30, 2026 compared with the prior-year period. The same currency movements increased operating expenses by $26.4 million. FX translation decreased AUM by $1.4 billion for the six-month period, compared with a $21.4 billion increase in the prior-year period.
Key facts
- Goodwill and intangible assets, net decreased from $12,404.4 million at December 31, 2025 to $12,306.0 million at June 30, 2026; the decrease includes foreign exchange impacts of $82.2 million and amortization of $16.2 million. source
- Investment management fees increase for six months ended June 30, 2026 was $642.8 million (from $2,201.2 to $2,844.0 million; 29.2% increase), with FX increasing fees by $27.2 million during the six months ended June 30, 2026 versus 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +35.2% | Investment management fees increase for six months ended June 30, 2026 was $642.8 million (from $2,201.2 to $2,844.0 million; 29.2%… |
| assets | negative | realized | -0.4% | Goodwill and intangible assets, net decreased from $12,404.4 million at December 31, 2025 to $12,306.0 million at June 30, 2026; the… |