Reference no: EM132359224
Essay Instruction -
Aim - Study the case of Invesco Ltd. and write an essay to recommend investors whether or not to buy Invesco shares.
Structure -
Section 1: Introduction
In this section, you establish the need or problem, i.e. why should investors spend time reading your essay?
Section 2: Detailed analysis
In this section, you document your key findings that would later lead to your recommendation in Section 3. To guide your analysis, you may want to address the following questions.
1. What are the issues that the asset management industry and Invesco in particular are facing? What is Invesco doing about them? Do you agree with its strategy? Why or why not?
2. What do asset managers do? How do they make money? What key factors contribute to success in the asset management space?
3. Is the asset management industry an industry in transition? Why? What do the economics of the industry look like?
4. How is Invesco employing technology to better serve clients and compete in an industry where cost reduction and better service are table stakes? What other strategies are employed by Invesco and why?
5. How have ETFs changed asset managers? Why?
6. What is Invesco's global strategy? What are the key risks? How has/will MiFID II affect Invesco?
7. How competitive are Invesco's products in the marketplace and how is the company aligned with the passive/active trends described in the case?
7.1. Does Invesco currently offer a wide range of passive products?
7.2. Are Invesco's passive products competitively priced?
7.3. Are Invesco's active products competitively priced?
7.4. Does Invesco offer the strategies that the retail channel is expected to demand in the future? What is the average three-year performance of Invesco's alternative products?
8. How has the market viewed Invesco's stock performance? What are the risks associated with your recommendation?
Section 3: Conclusion
Make a firm and clear recommendation and explain its value.
Word count - Maximum 2000 words, everything included.
Attachment:- Case - Invesco Ltd.rar