Invesco Ltd · NYSE:IVZ

Invesco — Amvescap — FY1999 Earnings Presentation

19 slides from Invesco's earnings presentation, 2000

  1. Slide 1: Year End Results

    <($5(1'5(68/76 &KDUOHV:%UDG\ 5REHUW)0F&XOORXJK

  2. Slide 2: Year in Review

    <HDULQ5HYLHZ ‡ 5HFRUGILQDQFLDOUHVXOWVLQDOOFDWHJRULHV ¥ 5HYHQXHXS ¥ 3UHWD[SURILWV SUHDPRUWL]DWLRQ XS ¥ 'LOXWHG(36 SUHDPRUWL]DWLRQ RISXS ‡ ([FHOOHQWLQYHVWPHQWSHUIRUPDQFHDFURVVWKH JURXSV ‡ 5HFRUGJURVVVDOHVDQGQHWQHZEXVLQHVV ‡ )RFXVRQRSHUDWLRQVGXHWRLQFUHDVHGYROXPHV ‡ 4LQFOXGHV PLOOLRQ PLOOLRQ FRVWV GXHWR

  3. Slide 3: Managed Products Highlights

    0DQDJHG3URGXFWV+LJKOLJKWV ‡ 5HYHQXHDQGRSHUDWLQJSURILWVDWUHFRUG OHYHOVIRU$,0DQG,19(6&2 ‡ ([FHOOHQWLQYHVWPHQWSHUIRUPDQFHIRUERWK $,0DQG,19(6&2IXQGV ‡ $,0*URVVVDOHVRIEQXS ‡ ,)**URVVVDOHVRIEQXS ‡ )80RIEQXS ‡ &DQDGD$VVHWVXSWREQIRU

  4. Slide 4: US Institutional

    86,QVWLWXWLRQDO ‡ 5HYHQXHDQGSURILWVDWUHFRUGOHYHOZLWK QHWORVVRIDVVHWOHYHOV ‡ *HQHUDWHGEQRIQHZEXVLQHVV ‡ 5HYHQXHVRQQHZEXVLQHVVHTXDOVUHYHQXHV RQDVVHWORVVHVIRU ‡ ,QYHVWPHQWSHUIRUPDQFH ¥ 6WUXFWXUHGSURGXFWVDKHDGRI6 3 ¥ )L[HGLQFRPHVOLJKWO\DKHDGRILQGLFHV ¥ 7UDGLWLRQDOHTXLW\SURGXFWVEHKLQGLQGH[ ¥ 'LUHFWUHDOHV

  5. Slide 5: INVESCO Global

    ,19(6&2*OREDO ‡ *URVVDQGQHWVDOHVRIEQDQGEQ ‡ ,QYHVWPHQWSHUIRUPDQFHZHLJKWHG DYHUDJHRIDOODVVHWVLQWRSTXDUWLOH ‡ )80LQFUHDVHGLQWREQ ‡ 2SHUDWLRQVLPSURYHPHQWVLPSOHPHQWHG RQVFKHGXOH ‡ 2IIVKRUHSURGXFWVLQFUHDVHGLQ4 ‡ %XVLQHVVPRUHWKDQGRXEOHGLQ &RQWLQHQWDO(XURSHDQG$VLD

  6. Slide 6: Retirement and Benefit Services

    5HWLUHPHQWDQG%HQHILW6HUYLFHV ‡ )LQDQFLDOUHVXOWVVLJQLILFDQWO\LPSURYHG RYHU ‡ )80RIEQDWHQGRI ZLWK$9=HQWLWLHVJURZWKLQ \HDU ‡ 2YHUSODQSDUWLFLSDQWVXS ‡ 5HFRUGQHWVDOHVRIEQ

  7. Slide 7: Financial Review

    ),1$1&,$/5(9,(: 5REHUW)0F&XOORXJK

  8. Slide 8: Summary Profit & Loss Account

    6800$5<352),7 /266$&&2817 <HDU(QGHG'HFHPEHU LQWKRXVDQGV 5HYHQXHV 2SHUDWLQJH[SHQVHV 2SHUDWLQJSURILWEHIRUHDPRUWLVDWLRQ 3URILWEHIRUHWD[DWLRQ 7D[DWLRQ 3URILWDIWHUWD[DWLRQ (DUQLQJVSHURUGLQDU\VKDUH (36 EDVLF S S GLOXWHG S S (36 EHIRUHDPRUWLVDWLRQ EDVLF S S GLOXWHG S S (%,7'$ 3HUVKDUHEDVLF S S 3HUVKDUHGLOX

  9. Slide 9: Quarterly Financial Comparisons

    48$57(5/<),1$1&,$/&203$5,6216 4 4 FKDQJH 5HYHQXHV 2SHUDWLQJSURILW EHIRUHDPRUWLVDWLRQ 3URILW EHIRUHDPRUWLVDWLRQ (36 EHIRUHDPRUWLVDWLRQ EDVLF S S GLOXWHG S S (%,7'$

  10. Slide 10: Segmental Analysis of Results

    6(*0(17$/$1$/<6,62)5(68/76 LQWKRXVDQG 5HYHQXHV ([SHQVHV 2SHU3URILW 0DQDJHG3URGXFWV 86,QVWLWXWLRQDO ,19(6&2*OREDO 5HWLUHPHQWDQG%HQHILW6HUYLFHV 1HZ%XVLQHVV([SHQVHV &RUSRUDWH

  11. Slide 11: Segmental Analysis of Operating Profits

    6(*0(17$/$1$/<6,62)23(5$7,1*352),76 LQWKRXVDQG ,QFU 'HFU 0DQDJHG3URGXFWV 86,QVWLWXWLRQDO ,19(6&2*OREDO 5HWLUHPHQWDQG%HQHILW6HUYLFHV 1HZ%XVLQHVV([SHQVHV &RUSRUDWH

  12. Slide 12: Funds Under Management YTD

    )81'681'(50$1$*(0(17<7' LQELOOLRQV 0DQDJHG3URGXFWV 86 ,19(6&2 7RWDO $,0 ,19(6&2 ,QVWLWXWLRQDO *OREDO 5%6 'HFHPEHU 0DUNHWJDLQV 1HWQHZ ORVW EXVLQHVV &KDQJHLQ860RQH\ 0DUNHW)XQGV 7UDQVIHU )RUHLJQFXUUHQF\ 2WKHU 'HFHPEHU 'HFHPEHU † Translated @ $1.62 per £1.00.

  13. Slide 13: Funds Under Management Q4

    )81'681'(50$1$*(0(174 LQELOOLRQV 0DQDJHG3URGXFWV 86 ,19(6&2 7RWDO $,0 ,19(6&2 ,QVWLW *OREDO 5%6 6HSW 0DUNHWJDLQV 1HWQHZ ORVW EXVLQHVV &KDQJHLQ860RQH\ 0DUNHW)XQGVDQG2WKHU 7UDQVIHUV )RUHLJQFXUUHQF\ 'HF 'HF‚ ‚7UDQVODWHG#SHU

  14. Slide 14: Balance Sheet

    %$/$1&(6+((7 LQWKRXVDQGV 'HF 'HF )L[HG$VVHWV 7DQJLEOHDVVHWV ,QYHVWPHQWV *RRGZLOO &XUUHQW$VVHWV 'HEWRUVDPRXQWVIDOOLQJGXHZLWKLQRQH\HDU ,QYHVWPHQWV &DVKDWEDQNDQGLQKDQG &UHGLWRUV$PRXQWVIDOOLQJGXHZLWKLQRQH\HDU 1HWFXUUHQWDVVHWV 7RWDODVVHWVOHVVFXUUHQWOLDELOLWLHV &UHGLWRUV$PRXQWVIDOOLQJGXHDIWHURQH\HDU /RQJW

  15. Slide 15: Dividend History

    ',9,'(1'+,6725< 'LYLGHQGSHUVKDUH ,QWHULP S S S S S )LQDO S S S S S 7RWDO S S S S S 'LYLGHQGSDLG LQFUHDVH SHUVKDUH GLYLGHQGSDLG RIQHWSURILW EHIRUHDPRUWLVDWLRQDQGH[FHSWLRQDOV

  16. Slide 16: Headcount

    +($'&2817 0DQDJHG3URGXFWV 86,QVWLWXWLRQDO ,19(6&2*OREDO 5HWLUHPHQWDQG%HQHILW6HUYLFHV 1HZ%XVLQHVV &RUSRUDWH

  17. Slide 17: US GAAP Reconciliation - Profit

    86*$$35(&21&,/,$7,21 352),7 WKRXVDQGV <HDU(QGHG'HFHPEHU 1HWSURILWXQGHU8K*$$3 86*$$3$GMXVWPHQWV $FTXLVLWLRQDFFRXQWLQJGLIIHUHQFHV 7D[DWLRQ 2WKHU 1HWLQFRPHXQGHU86*$$3 (36 EDVLF S S GLOXWHG S S (36EHIRUHJRRGZLOODPRUWLVDWLRQ EDVLF S S GLOXWHG S S

  18. Slide 18: US GAAP Reconciliation - Equity

    86*$$35(&21&,/,$7,21 (48,7< WKRXVDQGV 'HF 'HF 6KDUHKROGHUV IXQGVXQGHU8K*$$3 86*$$3$GMXVWPHQWV $FTXLVLWLRQDFFRXQWLQJGLIIHUHQFHV 'HIHUUHGWD[DWLRQ 7UHDVXU\VWRFN (PSOR\HHVWRFNRZQHUVKLSSODQV 'LYLGHQGV 2WKHU 6KDUHKROGHUV HTXLW\XQGHU86*$$3

  19. Slide 19: AMVESCAP Global Investment Services

    AW AMVESCAP Global Investment Services

Amvescap — FY1999 Earnings Presentation on 6ix