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北京时间·🕒 发布 05:12:00·⟳ 抓取 05:13:01 +1m01s·⚡ 决策 09-01 05:13:47 +46s·56.9 天前

景顺亚太区负责人 Andrew Lo 将于 2027 年退休并由 Marty Franc 接任

事件属于计划性管理层交接,不构成可量化的盈利、AUM、费用率、客户流失或资本配置增量,方向和幅度都不足以形成交易。

📄 原文PR Newswire All News Releases↗ 原文
ATLANTA, Aug. 31, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Andrew Lo, Senior Managing Directo…
不做 Invesco Ltd.(IVZ.US)
不做:远期内部人事交接,原负责人仍保留顾问和合资企业董事会角色,未形成收入、AUM、利润或战略预期的可交易增量。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Invesco 公告的是亚太区负责人 2027 年退休及内部继任安排,交接期长、继任者为现有区域高管,且原负责人退休后仍参与中国和印度合资企业董事会。该事件更像治理连续性信息,而非业务中断或盈利预期变化;即使补充行情或外部报道,也难以改变不交易结论。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 low · price-in 风险 low ↗

主要风险

  • 若后续出现客户赎回、核心合资关系变化或亚太区业务指引下修,才会重新构成可交易事件。
  • 当前公告没有披露 AUM、收入、利润、费用或客户合同的量化变化,无法建立正期望。

先例如何影响了这次决策

对本次决策的影响:先例不足不改变结论;决定性因素是本次公告本身没有财务或经营状态迁移。

方向:计划性、内部继任的人事交接通常缺少可交易方向;本次没有必要用低相似先例校准涨跌幅。

涨幅量级:无可量化业务增量,先例幅度不参与定价。

形态:未进入交易,不需要用先例判断见光死或追高风险。

原文全文

展开原文 · 4,277 字
ATLANTA, Aug. 31, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027, after 32 years with the firm. Marty Franc will succeed Lo as Senior Managing Director and Head of Asia Pacific and will transition into the role during the first quarter of 2027.
Following his retirement, Lo will serve as Chairman Emeritus, Asia Pacific, where he will continue to represent Invesco on the Boards of Invesco's China and India joint ventures. In this role, he will also help maintain the strong partnerships that have been instrumental to Invesco's success in the region while providing strategic counsel to our Asia Pacific and global leadership.
Over more than three decades, Lo has played a pivotal role in building Invesco's Asia Pacific business, helping establish the firm as a leading investment manager in the region and shaping many of the partnerships and capabilities that drive its success today, including joint ventures in China and India, which are significant contributors to Invesco's overall success. Through his vision, leadership and unwavering commitment, he helped build the Asia Pacific regional presence into a significant contributor to Invesco's global franchise while developing enduring relationships with clients, partners and employees across the region.
"Andrew's legacy is measured not only by the business he helped build, but by the people he developed, the relationships he nurtured, and the trust he earned throughout the region and across our firm," said Andrew Schlossberg, President and Chief Executive Officer of Invesco. "He has left an enduring mark on Invesco, and we are fortunate that his wisdom and counsel will continue to benefit us."
Franc, who will succeed Lo and continue to be based in Hong Kong, is an industry veteran leader with more than 30 years of asset management experience, including 13 years with Invesco. Franc brings extensive global leadership experience across the region, having overseen several key businesses in Asia for Invesco, including responsibility for Australia, Greater China, Southeast Asian markets, and our Institutional client strategy. Prior to Invesco, he held a range of leadership roles in the asset management industry.
"Marty is an exceptional leader who embodies Invesco's culture and has earned the trust and respect of colleagues across our organization," Schlossberg said. "Marty brings a powerful combination of regional expertise, client focus, strategic leadership, and deep knowledge of Invesco's culture and business. Marty is the right leader to build on the strong foundation Andrew and the entire Asia Pacific Executive Management team have created. I have great confidence in his ability to lead us through our next chapter of growth."
Lo and Franc will work closely together over the coming months to ensure a seamless transition for clients, employees, partners and stakeholders.
About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.5 trillion in assets under management as of June 30, 2026, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.
This release includes forward-looking statements that are based on information currently available to management, management's beliefs, and a number of assumptions concerning future events. Forward-looking statements are not a guarantee of performance or that such future events will occur and are subject to uncertainties and other factors, which could cause the actual results to differ materially from those currently expected. In providing forward-looking statements, the company does not intend, and is not undertaking any obligation or duty, to update these statements as a result of new information, future events or otherwise.
Investor Relations Contact: Greg Ketron 404-724-4299
Media Relations Contact: Andrea Raphael 212-323-4202
SOURCE Invesco Ltd.

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