Invesco Ltd. — Diversified Asset Manager with Record InflowsCompany Overview
Invesco NYSE:IVZ is a global asset manager spanning ETFs, mutual funds, and alternatives across equities, fixed income, and multi-asset—direct exposure to the expanding wealth & asset management sector.
Key Catalysts
Record Inflows: Q3’25 net long-term inflows of $28.9B, led by ETFs, Fixed Income, Private Markets, and China/India growth.
AUM Scale: AUM $2.125T (+6.2% QoQ), driving fee growth and operating leverage.
Mix Shift = Resilience: Leadership in ETFs, alternatives, and EMs reduces reliance on traditional active equity and supports multi-year growth.
Investment Outlook
Bullish above: $22–$23
Target: $42–$43 — backed by sustained inflows, diversified product strength, and margin leverage from higher AUM.
📌 IVZ — scaling ETF/alt leadership with global distribution and improving operating momentum.
AUM
NAM_INDIA excellent buy for long termNAM_INDIA is the largest player in asset management services in Bharat. The current level of the stock is a strong resistance. If broken it will give good returns in both short term and long term as mutual fund industry is growing at bullet speed in India. Some important points, it should be bought now are:-
1) Current PE ratio is 23.4 while lifetime median PE ratio is 27.8.
2) Last two years net profit of the company was highest ever.
3) Company is almost debt free.
4) Stock is providing a good dividend yield of 3.57%.
4) Promoter holding is strong 73.6% which means they believe in the growth potential of the company.
5) The company is present in 16 Indices.
6) Company has a healthy Return on Equity (ROE) track record of 22.93%.
SOFI: Bullish Head and Shoulders at a Bullish Butterfly PCZSOFI is currently trading and forming a Bullish Head and Shoulders at a shared confluence zone between the log scale 1.618 and the linear scale 1.272 Fibonacci Extensions which in both cases would be the PCZ of a Bullish Butterfly; While it is possible that it could go deeper into the linear 1.414 Extension I do believe that the action we're seeing from the price right now at the current level warrants a Bullish Entry.
SoFi having just over $0.5B Under Management is overall a much smaller bank than many of the banks we've seen come down and may come to as an advantage as they have less liabilities and yet they are gradually growing.



