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Invesco Ltd. (NYSE:IVZ) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Invesco Ltd. (NYSE:IVZ) seasonal charts above shows that a Buy Date of August 17 and a Sell Date of January 6 has resulted in a geometric average return of 3.51% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 7.79% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Invesco provides investment management services to retail (71% of managed assets) and institutional (29%) clients. At the end of September 2019, the firm had $1.1184 trillion in assets under management spread out among its equity (47% of AUM), balanced (5%), fixed-income (24%), alternative investment (16%), and money market (8%) operations. Passive products accounted for 23% of Invesco’s total AUM–35% of the company’s equity operations and 22% of its fixed-income platform–at the end of the third quarter. Invesco’s U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of the U.S., with close to 30% of its total AUM sourced from Canada (2%), the U.K. (6%), continental Europe (11%), and Asia (10%).

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