Invesco (IVZ)

Company ID: 253 | CIK: 0000914208
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Segments are charted by their disclosed metrics (revenue, segment profit, etc.). Each line is a single segment. Reconciliation/corporate items are excluded. Major customers are shown as a percentage of revenue. Operational KPIs are grouped by metric concept; sub-metrics appear as separate lines.

Geographic Segments

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Major Customers (% of Revenue)

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Operational KPIs

Assets under management (aum)

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ETFs above $500 million (other)

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Human capital disclosures. Workforce totals and demographics are point-in-time. Flow metrics use the year-to-date period for 10-Q and full year for 10-K. Workforce actions (RIFs, restructurings, acquisition-related changes) are listed in the table at the bottom.

Workforce Totals

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Workforce Actions

Period EndTypeStatusAffected% WorkforceAnnouncedExpected CompletionGeographySegment / FunctionChargeSourceNote
2026-06-30divestiture_reductioncompleted2026-06-012026-06-01CanadaCanadian fund businessUSD 51 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Sale of 98 fund management agreements to CI GAM with transition services agreement and long-term sub-advisory arrangement; restructuring costs of $50.6 million partially offset by proceeds, yielding net benefit of $11.7 million
2026-06-30restructuringcompleted2026-06-01CanadaCanadian fund businessUSD 51 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic restructuring of the Canadian business alongside the June 1, 2026 sale of 98 fund management agreements to CI GAM, with a transition services agreement of up to 12 months and a long-term sub-advisory arrangement for 61 funds. Filer reports $50.6M of restructuring-related costs against $62.3M net proceeds, a net restructuring benefit of $11.7M. No employee count disclosed.
2026-06-30restructuringcompleted2026-06-01CanadaFund ManagementUSD 51 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Strategic restructuring of Canadian business including sale of 98 fund management agreements to CI GAM. Incurred $50.6 million of restructuring-related costs.
2026-03-31divestiture_reductioncompleted2025-10-31Global / IndiaTechnology (intelliflo); Asset Management (India)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Headcount decline attributed to Q4 2025 sales of the intelliflo business and of 60% of Invesco Asset Management (India) Private Limited; no employee counts disclosed.
2025-12-31restructuringcompletedFundamental Equities investment teamsUSD 17 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML		Severance expense of $16.9 million recognized in the second quarter of 2025 in connection with reorganization of the fundamental equities investment teams; excluded from adjusted (non-GAAP) results as non-recurring. No employee count disclosed.
2025-12-31divestiture_reductioncompletedintelliflo business (formerly wholly owned subsidiary)MD&A
f5-10k / GLM-5.3-flash-HTML		Sale completed during Q4 2025 as part of sharpening strategic focus. MD&A attributes the year-over-year headcount decrease primarily to the intelliflo and India divestitures; per-transaction employee counts not disclosed. Divestiture also disclosed in Note 1 (Accounting Policies — Divestitures).
2025-12-31divestiture_reductioncompleted2025-10-31IndiaInvesco Asset Management (India) Private LimitedMD&A
f5-10k / GLM-5.3-flash-HTML		60% interest sold to IndusInd International Holdings Limited; Invesco retains a minority stake accounted for under the equity method. Business classified as held for sale as of December 31, 2024; sale completed October 31, 2025 per AUM footnote. Together with intelliflo, cited as the primary driver of the year-over-year headcount decrease; per-transaction employee counts not disclosed.
2025-12-31divestiture_reductionannounced2026-01-13CanadaCanadian fund management agreementssubsequent_events
f5-10k / GLM-5.3-flash-HTML		Agreement to sell Canadian fund management agreements to CI Global Asset Management; Invesco to continue as sub-advisor to roughly 66 of 104 Canadian mutual funds and ETFs (approx. $9 billion AUM). Captured as an announced divestiture per subsequent-event scope; workforce impact not quantified in the filing.
2025-12-31restructuringcompleted2025-06-302025-06-30GlobalFundamental equities investment teamsUSD 17 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Severance expense recorded in Q2 2025 for reorganization of fundamental equities investment teams; employees affected not disclosed.
2025-12-31divestiture_reductioncompleted2025-12-312025-12-31United Kingdomintelliflo business (technology/financial planning software)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Sale of intelliflo completed in Q4 2025; cited as a primary driver of the headcount decline from 8,508 to 7,499. Employees affected not disclosed.
2025-12-31divestiture_reductioncompleted2025-10-312025-10-31IndiaInvesco Asset Management (India) Private LimitedMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Sale of 60% interest completed October 31, 2025; cited as a driver of the headcount decline. Employees affected not disclosed.
2025-12-31divestiture_reductionannounced2026-01-13CanadaCanadian fund management agreementssubsequent_events
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Agreement to sell Canadian fund management agreements to CI Global Asset Management; Invesco retains sub-advisory role for ~66 of 104 funds (~$9B AUM). Employees affected not disclosed.
2025-12-31restructuringcompleted2025-06-30Fundamental equities investment teamsUSD 17 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Severance expense related to the reorganization of the fundamental equities investment teams in the second quarter of 2025.
2025-12-31divestiture_reductioncompleted2025-12-31MD&A
f5-10k / Qwen3.6-27B-Q8_0		Headcount decrease primarily due to the sale of the intelliflo business and the sale of 60% of interest in Invesco Asset Management (India) Private Limited completed in Q4 2025.
2025-09-30restructuringcompleted2025-06Fundamental Equities investment teamsUSD 17 (millions)MD&A
f5-10q / GLM-5.3-flash-HTML		Severance expense of $16.9 million recorded in Q2 2025 for reorganization of fundamental equities investment teams; filing does not state program status and no employee count disclosed; announcement_date reflects quarter-end proxy for Q2 2025.
2025-09-30divestiture_reductionannounced2025-092025-12U.K., U.S., India and Australiaintelliflo (cloud-based practice management software business)USD 36 (millions)MD&A
f5-10q / GLM-5.3-flash-HTML		Definitive agreement entered during Q3 2025 (announcement_date is quarter-end proxy) to sell intelliflo business; expected to close in Q4 2025 (expected_completion_date is quarter-end proxy). $35.9 million non-cash impairment charge recognized on reclassification to held for sale. Employee headcount impact not disclosed.
2025-09-30divestiture_reductioncompleted2025-10-31IndiaInvesco Asset Management (India) Private Limitedsubsequent_events
f5-10q / GLM-5.3-flash-HTML		Sale of 60% of the company's interest in its wholly owned subsidiary to IndusInd International Holdings Limited completed October 31, 2025 (date placed in expected_completion_date field as actual completion date); transaction was previously disclosed, so announcement date not restated in this filing. Employee headcount impact not disclosed.
2025-09-30restructuringcompletedFundamental Equities investment teamsUSD 17 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Reorganization of fundamental equities investment teams occurred in Q2 2025; $16.9M severance expense. Number of employees affected not disclosed; no restructuring footnote in this filing.
2025-09-30divestiture_reductionannounced2025-12-31United Kingdom, United States, India, Australiaintelliflo (cloud-based practice management software business)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to sell intelliflo entered during Q3 2025; expected to close in Q4 2025. Business classified as held for sale with a $35.9M non-cash impairment. Headcount impact not disclosed.
2025-09-30divestiture_reductioncompleted2025-10-31IndiaInvesco Asset Management (India) Private Limitedsubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML		On 2025-10-31 the company completed the sale of 60% of its interest in the wholly owned India subsidiary to IndusInd International Holdings Limited. Headcount impact not disclosed.
2025-09-30restructuringcompletedFundamental equities investment teamsUSD 17 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Severance expense related to the reorganization of the fundamental equities investment teams incurred in the second quarter of 2025.
2025-06-30restructuringin_progressFundamental Equities investment capability (incl. Developing Markets and Global/International investment teams)USD 17 (millions)MD&A
f5-10q / GLM-5.3-flash-HTML		Re-alignment of fundamental equities capability and changes to Developing Markets and Global/International investment teams announced during Q2 2025; $16.9 million severance expense recognized in the quarter (also excluded from adjusted non-GAAP results). No affected-employee count, announcement date, or completion date disclosed.
2025-06-30restructuringcompleted2025-04-01Not specifiedFundamental equities investment teamsUSD 17 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Severance of $16.9M recognized in employee compensation for the three and six months ended June 30, 2025; no employee count disclosed. MD&A also notes re-alignment of Developing Markets and Global/International investment teams announced during Q2 2025. Charge excluded from Adjusted operating income and Covenant Adjusted EBITDA as non-recurring.
2025-06-30otherannounced2025-04-01Not specifiedDeveloping Markets and Global/International investment teamsMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Announced during the second quarter of 2025 as part of an investment-team reorganization; no headcount or charge quantified separately from the $16.9M severance.
2025-06-30restructuringcompleted2025-06-302025-06-30Fundamental equities investment teamsUSD 17 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Severance expense related to the reorganization of the fundamental equities investment teams.
2023-12-31restructuringcompleted20202023-03Company-wide; no geographic split disclosedOrganizational model; real estate footprint; third-party spend; technology and operations efficiencyUSD 44 (millions)restructuring_footnote
f5-10k / GLM-5.3-flash-HTML		Multi-year strategic evaluation initiated in 2020; company completed it during Q1 2023 (hence month-precision completion date). FY2023 restructuring expense $44.3M; liability roll-forward shows $7.1M beginning balance, $29.7M accrued charges, $36.8M payments, $0 ending balance. Cumulative charges incurred $304.8M, including $89.1M cumulative non-cash charges. No employee headcount reduction quantified in the disclosure.
2023-12-31voluntary_separationcompletedNot specifiedExecutive leadership and organizational changesUSD 102 (millions)MD&A
f5-10k / GLM-5.3-flash-HTML		FY2023 employee compensation increase primarily driven by $101.6M of costs related to executive retirements and organizational changes (recorded in Employee compensation, distinct from the Note 13 restructuring line). CEO Martin L. Flanagan retired effective June 30, 2023, succeeded by Andrew R. Schlossberg; retirement letter agreements with accelerated equity vesting also executed for other executives (e.g., Gregory McGreevey). Number of employees affected not disclosed. Related MD&A narrative describes simplification/streamlining (unified fixed income platform, consolidated multi-asset and ETF/SMA/model-portfolio groups) expected to reduce the expense base by $50M in 2024.
2023-12-31restructuringcompleted2023-03-31GlobalEnterpriseUSD 44 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Compensation-related restructuring costs tied to strategic evaluation; program completed in Q1 2023; cumulative charges since 2020 program inception were $304.8M; no employee count disclosed
2023-12-31othercompleted2023-06-302023-06-30United StatesExecutive LeadershipUSD 102 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Employee compensation increase driven by executive retirements and organizational changes totaling $101.6M; includes CEO transition (Flanagan retired, Schlossberg appointed effective 2023-06-30)
2023-12-31restructuringcompleted2020-01-012023-03-31GlobalVariousUSD 44 (millions)restructuring_footnote
f5-10k / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology. Completed during the first quarter of 2023. Expenses of $44.3 million recorded in 2023.
2023-12-31restructuringin_progressUSD 29,700,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2023-09-30restructuringin_progressUSD 39 (millions)MD&A
f5-10q / GLM-5.3-flash-HTML		Multi-quarter reorganization plan to simplify and streamline the organization. Q3 organizational-change costs of $39.3 million were recorded in employee compensation rather than the restructuring line; no employee count or completion date disclosed.
2023-09-30restructuringcompletedUSD 42 (millions)MD&A
f5-10q / GLM-5.3-flash-HTML		Nine-month Transaction, integration and restructuring charges of $41.6 million, primarily compensation-related restructuring costs tied to the strategic evaluation completed during Q1 2023; the Q3 charge on this line was zero.
2023-09-30voluntary_separationcompletedMD&A
f5-10q / GLM-5.3-flash-HTML		Executive retirements cited as a driver of the nine-month employee compensation increase; the disclosed $79.6 million combines retirements with organizational-change costs (which overlap the reorganization plan) and is not separately quantified.
2023-09-30restructuringin_progressGlobalEnterprise-wideUSD 39 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Multi-quarter plan to simplify and streamline the organization; $39.3 million of organizational change costs incurred in Q3 2023, recorded in Employee compensation. No employee count, announcement date, or completion date disclosed.
2023-09-30restructuringcompletedGlobalEnterprise-wideUSD 42 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Nine-month 2023 charge of $41.6 million, primarily compensation-related restructuring costs tied to a strategic evaluation completed in Q1 2023; no employee count disclosed. Distinct from the Q3 organizational change costs, which sit in Employee compensation.
2023-09-30restructuringin_progressUSD 39 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Costs due to organizational changes incurred during the third quarter.
2023-09-30restructuringin_progressUSD 80 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Costs related to executive retirements and organizational changes for the nine months ended.
2023-06-30restructuringcompleted2023-03-31USD 42 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation completed during Q1 2023; Q2 charge was zero. Six-month charge of $41.6 million primarily compensation-related restructuring costs; no employee counts disclosed.
2023-06-30restructuringcompleted2023-03-31USD 42 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Six-month 2023 charge for compensation-related restructuring tied to a strategic evaluation completed in Q1 2023; no employee count disclosed.
2023-06-30restructuringcompletedUSD 42 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Charges primarily comprised of compensation-related restructuring costs in connection with strategic evaluation completed during Q1 2023.
2023-03-31restructuringcompleted2023-03-31USD 44 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation of the business completed in Q1 2023; restructuring expenses of $44.3 million for the quarter (prior-year quarter: $22.3 million). Cumulative charges incurred $304.8 million; restructuring liability of $33.0 million at quarter-end. No employee count disclosed.
2023-03-31otherin_progress2023-02-082023-06-30Executive leadershipUSD 13 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Costs associated with previously announced executive retirements and other organizational changes of $13.3 million recognized in Q1 2023; approximately $20 million of additional costs expected in Q2 2023, primarily related to executive retirements. CEO Martin L. Flanagan to retire effective June 30, 2023, succeeded by Andrew R. Schlossberg.
2023-03-31restructuringin_progressUSD 44 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation of the business completed during Q1 2023; no employee count disclosed. Restructuring liability ended Q1 2023 at $33.0M (accrued $29.7M, paid $3.8M in the quarter); cumulative charges incurred $304.8M.
2023-03-31otherannounced2023-02-08Executive managementUSD 13 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Costs for previously announced executive retirements and other organizational changes recognized in Q1 2023 employee compensation. Includes CEO Martin L. Flanagan (role concludes 2023-06-30, retirement 2023-12-31) and Gregory McGreevy (retirement 2023-10-01). Company expected roughly $20M of additional costs in Q2 2023, primarily related to executive retirements.
2023-03-31restructuringin_progress2023-03-31USD 44 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation completed in Q1 2023. Expenses recorded to transaction, integration and restructuring.
2023-03-31restructuringin_progressUSD 29,700,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-12-31restructuringin_progress2020-01-012023-03-31GlobalEnterprise — organizational model, real estate footprint, third-party spend, technology and operationsUSD 41 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Multi-year strategic evaluation initiated in 2020; $41.0M of restructuring expense attributed to the program in FY2022 (FY2021: $100.5M). Total restructuring costs for FY2022 were $64.8M including other initiatives. No employee-affected count disclosed. Program expected to complete by end of Q1 2023; cumulative charges to date $260.5M.
2022-12-31restructuringin_progress2020-01-012023-03-31GlobalOther restructuring initiatives (professional services related)USD 24 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Total FY2022 restructuring costs of $64.8M less $41.0M strategic-evaluation portion equals $23.8M for other initiatives; the filer does not state this residual figure directly, and no employee-affected count is disclosed for either component.
2022-12-31restructuringin_progress2020-01-012023-03-31GlobalVariousUSD 41 (millions)restructuring_footnote
f5-10k / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. $41.0 million in restructuring costs incurred in 2022. Expected to complete by end of Q1 2023.
2022-12-31restructuringin_progressUSD 13,900,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2022-09-30restructuringin_progress2020-01-012023-03-31organizational model, real estate footprint, third-party spend, technology and operationsUSD 5 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiated in 2020; Q3 2022 restructuring expenses of $5.4 million; expected to continue through Q1 2023. Nine-month charges were $32.4 million. No employee counts disclosed.
2022-09-30restructuringin_progress2023-03-31GlobalEnterprise-wide (organizational model, real estate, third-party spend, technology and operations)USD 32 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiated in 2020; restructuring expenses of $32.4M for nine months ended 2022-09-30 ($5.4M in Q3). Company expects to continue incurring costs through Q1 2023, primarily property/office/technology and G&A; costs not expected to be material. No employee-affected count disclosed; restructuring liability ended the period at $3.6M.
2022-09-30restructuringin_progress2020-01-012023-03-31USD 5 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. Expected to continue through Q1 2023.
2022-09-30restructuringin_progressEmployee Severance [Member]USD 7,200,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-06-30restructuringin_progress2020-01-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 5 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiated in 2020; Q2 2022 charges of $4.7M ($27.0M YTD); cumulative charges $246.5M through June 30, 2022; $213M annualized savings achieved; no employee counts disclosed.
2022-06-30restructuringin_progress20202022-12-31Expense base: organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 27 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiated in 2020; restructuring expenses related to the evaluation were $4.7M in Q2 2022 and $27.0M for the six months ended June 30, 2022 (charge shown is the six-month figure). No employee count disclosed; company expects to continue incurring costs through end of 2022, not expected to be material. Restructuring liability balance was $2.3M at June 30, 2022.
2022-06-30restructuringin_progress2020-01-012022-12-31GlobalVariousUSD 5 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. $4.7M incurred in Q2 2022. Expected to continue through end of 2022.
2022-06-30restructuringin_progressEmployee Severance [Member]USD 1,800,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-06-30restructuringin_progressOther Restructuring [Member]USD 1,300,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-06-30restructuringin_progressUSD 3,100,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-03-31restructuringin_progress2020-01-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 22 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiated in 2020 targeting $200 million of annual net operating expense improvements; $193 million (96%) of annualized savings realized through Q1 2022, including $26 million realized in the quarter. Up to $35 million of remaining restructuring expenses expected through end of 2022. Restructuring liability of $4.9 million at March 31, 2022; cumulative charges of $241.8 million through March 31, 2022.
2022-03-31restructuringin_progress2020-07-012022-12-31GlobalOrganizational model, real estate footprint, third-party spend, technology and operationsUSD 22 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation restructuring; $22.3M expense recognized in Q1 2022 (includes $18.6M non-cash charges). Up to $35M of remaining restructuring costs estimated through end of 2022. No employee count disclosed.
2022-03-31restructuringin_progress2020-07-012022-12-31GlobalWorkforce realignment and repositioning to lower cost locationsMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Target of $200M permanent annual net operating expense savings; $193M (96%) realized as of Q1 2022, including $26M annualized savings realized in Q1 2022. No employee count disclosed.
2022-03-31restructuringin_progress2020-01-012022-12-31GlobalOrganizational model, real estate, third-party spend, technology and operationsUSD 22 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020. Q1 2022 expenses were $22.3 million. Remaining expenses estimated up to $35 million through end of 2022.
2022-03-31restructuringin_progressEmployee Severance [Member]USD 1,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-03-31restructuringin_progressOther Restructuring [Member]USD 1,800,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2022-03-31restructuringin_progressUSD 3,700,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-12-31restructuringin_progress2022-12-31GlobalEnterprise-wide (organizational model, real estate footprint, third-party spend, technology and operations)USD 101 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation program initiated in 2020; $100.5M is the FY2021 charge only (FY2020: $119.0M). Cumulative charges through 2021-12-31 were $219.5M; $30M–$55M of remaining costs expected through end of 2022. Program includes realigning the client-facing workforce to growth areas and repositioning staff to lower-cost locations. No employees-affected count or announcement date disclosed.
2021-12-31restructuringin_progress2020-01-012022-12-31GlobalAll functionsUSD 101 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. $100.5 million in restructuring costs incurred in 2021. Remaining costs estimated at $30-$55 million through end of 2022. Employee count affected not explicitly disclosed.
2021-12-31restructuringin_progressEmployee Severance [Member]USD 63,700,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2021-12-31restructuringin_progressOther Restructuring [Member]USD 14,300,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2021-12-31restructuringin_progressUSD 78,000,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2021-09-30restructuringin_progress2020-07-012022-12-31Company-wide (organizational model, real estate footprint, third-party spend, technology and operations)USD 18 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiated in 2020; Q3 2021 restructuring expense of $17.9 million, primarily severance and personnel-related charges. Cumulative charges of $187.0 million since inception; remaining $60-85 million expected through end of 2022, ~40% employee compensation. Restructuring liability of $17.8 million at September 30, 2021 ($15.0 million employee compensation, $2.8 million other).
2021-09-30restructuringin_progress20202022-12-31GlobalEnterprise-wide (organizational model, real estate, third-party spend, technology and operations)USD 68 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiated in 2020; $68.0M restructuring expense in nine months ended 2021-09-30 ($17.9M in Q3); $187.0M cumulative charges through 2021-09-30; $60M–$85M estimated remaining through end of 2022, about 40% employee compensation. No employee count disclosed; headcount fell from 8,750 to 8,507 year over year per MD&A.
2021-09-30restructuringin_progress2020-07-012022-12-31GlobalVariousUSD 18 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. Q3 2021 charges of $17.9M. Remaining estimated costs $60M-$85M through end of 2022.
2021-09-30restructuringin_progressEmployee Severance [Member]USD 7,700,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-09-30restructuringin_progressOther Restructuring [Member]USD 3,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-09-30restructuringin_progressUSD 11,600,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-06-30restructuringin_progress2020-07-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 20 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiated in Q3 2020; Q2 2021 restructuring expense of $20.1M primarily severance and personnel-related charges; remaining $80-105M expected through end of 2022, ~40% employee compensation
2021-06-30restructuringin_progress2020-07-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 50 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Six months ended June 30, 2021 restructuring expense related to the strategic evaluation; cumulative charges of $169.1M since inception; restructuring liability of $18.3M at June 30, 2021
2021-06-30restructuringin_progress2022-12-31Organizational model, real estate footprint, third-party spend, technology and operations efficiencyUSD 169 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiated in Q3 2020; no employee-affected count disclosed. Cumulative charges of $169.1M incurred through June 30, 2021 ($20.1M in Q2 2021; $50.1M in six months); remaining restructuring costs estimated at $80M–$105M through end of 2022, about 40% employee compensation. Restructuring liability of $18.3M at June 30, 2021. MD&A also targets $200M of permanent annual net operating expense savings ($125M realized to date), which is an expense-savings target rather than a disclosed headcount reduction.
2021-06-30restructuringin_progress2020-07-012022-12-31GlobalVarious (Organizational model, real estate, third party spend, technology)USD 20 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiated in 2020. Q2 2021 charges of $20.1M. Total remaining estimated costs $80M-$105M through end of 2022.
2021-06-30restructuringin_progressEmployee Severance [Member]USD 12,800,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-06-30restructuringin_progressOther Restructuring [Member]USD 3,100,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-06-30restructuringin_progressUSD 15,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-03-31restructuringin_progress2020-07-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operationsUSD 30 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic evaluation initiative begun 2020; Q1 2021 restructuring expense of $30.0M primarily severance and personnel-related charges; cumulative charges of $149.0M through March 31, 2021; remaining $100-125M expected through end of 2022, roughly half employee compensation costs
2021-03-31restructuringin_progress2022-12-31GlobalEnterprise-wide: organizational model, real estate, third-party spend, technology and operationsUSD 30 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiated in Q3 2020; $30.0M charged in Q1 2021, $149.0M cumulative through 2021-03-31, $100M–$125M estimated remaining through 2022; no employee count disclosed; headcount declined from 8,757 to 8,426 year over year, attributed primarily to this initiative
2021-03-31restructuringin_progress2020-07-012022-12-31GlobalVarious (Organizational model, real estate, third party spend, technology/operations)USD 30 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation initiative initiated in Q3 2020. Q1 2021 expenses were $30.0 million, primarily severance and personnel-related charges. Total remaining expenses estimated at $100-$125 million through end of 2022.
2021-03-31restructuringin_progressEmployee Severance [Member]USD 19,800,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-03-31restructuringin_progressOther Restructuring [Member]USD 4,100,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2021-03-31restructuringin_progressUSD 23,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2020-12-31restructuringin_progress2022-12-31GlobalOrganizational model, real estate footprint, third-party spend, technology and operationsUSD 119 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Strategic evaluation initiative announced in Q3 2020; $119.0M of charges incurred in FY2020 (of which $104.5M employee compensation). Remaining restructuring expense of $150M-$175M estimated through end of 2022. Employees affected not disclosed; headcount declined from 8,821 to 8,512 during 2020, attributed partly to this initiative and post-OppenheimerFunds synergies.
2020-12-31restructuringin_progressGlobalOther cost-saving initiativesUSD 29 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		FY2020 restructuring costs from additional cost-saving initiatives separate from the strategic evaluation; $14.7M compensation and $14.1M non-compensation. Employees affected not disclosed.
2020-12-31restructuringin_progress2020-09-302022-12-31GlobalAll functionsUSD 119 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Strategic evaluation initiative announced in Q3 2020 focusing on organizational model, real estate, third-party spend, and technology efficiency. $119.0 million incurred in 2020. Remaining costs estimated $150-$175 million over next two years. Headcount reduction not explicitly quantified in employee count, but described as 'realigning our workforce'.
2020-12-31restructuringin_progressUSD 119,000,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2020-12-31restructuringin_progressEmployee Severance [Member]USD 80,100,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2020-12-31restructuringin_progressOther Restructuring [Member]USD 3,900,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2020-09-30restructuringin_progress2020-07-012022-12-31Organizational model, real estate footprint, third-party spend, technology and operationsUSD 250 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Strategic expense program targeting $200 million of permanent annual net operating expense savings; total restructuring costs estimated at $250-$275 million over two years, with ~40% in Q4 2020, ~40% by end of 2021, remainder in 2022; $150 million of savings expected by end of 2021
2020-09-30restructuringin_progress2020-07-012020-12-31USD 19 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Q3 2020 restructuring costs of $19.0 million, including $10.6 million severance and other personnel-related charges and $6.6 million consulting and other professional fees
2020-09-30restructuringin_progress2020-07-012020-12-31USD 36 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Year-to-date restructuring costs of $35.8 million, including $23.2 million severance and other personnel-related charges and $10.1 million consulting and other professional fees
2020-09-30restructuringin_progress2022-12-31GlobalOrganizational model, real estate footprint, third-party spend, technology and operationsMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Estimated restructuring costs of $250-255 million range disclosed as $250 to $275 million over two years; targets $200 million permanent annual net expense improvements ($150M by end of 2021, remainder by end of 2022). No employee count disclosed. Q3 2020 restructuring costs were $19.0M (severance/personnel $10.6M, consulting/professional fees $6.6M); nine-month restructuring costs $35.8M (severance $23.2M, consulting $10.1M).
2020-09-30restructuringin_progress2020-07-012022-12-31GlobalVariousUSD 250 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Strategic evaluation focusing on organizational model, real estate, third-party spend, and technology efficiency. Estimated costs $250-$275M over two years. Q3 2020 included $19.0M in restructuring costs ($10.6M severance/personnel, $6.6M consulting/professional fees).
2020-06-30restructuringin_progressEMEAInvestment teamUSD 11 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Severance and other personnel-related charges of $11.2 million in Q2 2020, including expenses of the EMEA investment team restructuring; $12.7 million for the six months ended June 30, 2020. No employee count disclosed.
2020-06-30restructuringin_progressEMEAInvestment teamUSD 11 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Severance and other personnel-related charges of $11.2M in Q2 2020 ($12.7M for six months) include expenses of the EMEA investment team restructuring; no employee count, announcement date, or completion date disclosed. Related headcount decline to 8,717 at quarter-end reflects realized post-OppenheimerFunds synergies.
2020-06-30restructuringin_progressEMEAInvestment teamUSD 11 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Severance and other personnel-related charges for the three months ended June 30, 2020, including expenses of the EMEA investment team restructuring.
2020-06-30restructuringin_progressEMEAInvestment teamUSD 13 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Severance and other personnel-related charges for the six months ended June 30, 2020, including expenses of the EMEA investment team restructuring.
2020-03-31restructuringin_progressUSD 48 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		OppenheimerFunds acquisition integration costs of $71.1 million in Q1 2020 included severance and other personnel-related charges of $48.2 million; no employee count disclosed
2020-03-31restructuringin_progressGlobalEnterprise (OppenheimerFunds integration)USD 48 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Within $71.1M of Q1 2020 OppenheimerFunds-related transaction/integration/restructuring costs (total line item $75.5M). No employee count disclosed; no separate restructuring footnote in this filing.
2020-03-31acquisition_additioncompleted2019-05-24GlobalEnterpriseMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		OppenheimerFunds acquisition closed 2019-05-24; filing states headcount growth to 8,757 at 2020-03-31 was primarily acquisition-driven. No discrete acquisition headcount figure disclosed; headcount delta not computed.
2020-03-31restructuringin_progress2019-05-24USD 71 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		OppenheimerFunds acquisition integration costs including severance and personnel-related charges of $48.2 million.
2019-12-31acquisition_additioncompleted2018-10-172019-05-24United StatesInvestment managementbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Acquisition of OppenheimerFunds completed 2019-05-24. Filer attributes the year-over-year headcount increase primarily to this acquisition but does not quantify acquired headcount separately; no count inferred.
2019-12-31restructuringin_progress2019-05-24GlobalInvestment management — integration of acquired businessUSD 319 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		FY2019 OppenheimerFunds-related transaction, integration and restructuring costs totaled $625.0 million, including severance and other personnel-related charges of $319.4 million; no employees-affected count disclosed. Filer also notes $120 million of compensation payments to certain acquired-firm employees funded by the seller.
2019-12-31acquisition_additioncompleted1,3622019-05-242019-05-24GlobalInvestment ManagementItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Headcount increased from 7,459 in 2018 to 8,821 in 2019, primarily due to the acquisition of OppenheimerFunds.
2019-12-31restructuringcompleted2019-05-242019-12-31GlobalInvestment ManagementUSD 319 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Severance and other personnel-related charges of $319.4 million related to the OppenheimerFunds acquisition integration.
2019-09-30acquisition_additioncompleted2019-05-24business_combinations_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		OppenheimerFunds acquisition closed May 24, 2019; headcount increase primarily attributable to acquisitions per MD&A, but no discrete acquired-employee count disclosed
2019-09-30restructuringin_progress2019-05-24USD 95 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Q3 2019 OppenheimerFunds integration severance and other personnel-related charges of $95.2 million; nine-month severance-related charges of $258.3 million; no employee count disclosed
2019-09-30acquisition_additioncompleted2019-05-242019-05-24United StatesInvestment managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquired MassMutual's asset management affiliate OppenheimerFunds; headcount added not separately disclosed. MD&A attributes the increase in total headcount primarily to acquisitions.
2019-09-30restructuringin_progress2019-05-24United StatesEnterprise-wide integrationUSD 258 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Severance-related charges of $258.3M for the nine months, including $95.2M in Q3; part of $536.5M YTD transaction, integration, and restructuring expense ($510.0M from OppenheimerFunds). No employee counts disclosed; costs expected to increase due to fund mergers and incremental severance.
2019-09-30restructuringin_progress2019-05-24GlobalAll functionsUSD 179 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		OppenheimerFunds acquisition integration costs for Q3 2019, including severance and personnel charges of $95.2 million.
2019-09-30restructuringin_progress2019-05-24GlobalAll functionsUSD 510 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		OppenheimerFunds acquisition integration costs for YTD 2019, including severance-related charges of $258.3 million.
2019-06-30restructuringin_progress2019-05-24OppenheimerFunds integrationUSD 173 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Severance and other personnel-related charges from the OppenheimerFunds acquisition integration; number of employees affected not disclosed.
2019-06-30restructuringin_progress2019-05-24OppenheimerFunds integrationUSD 189 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Year-to-date severance-related charges from the OppenheimerFunds acquisition integration; number of employees affected not disclosed.
2019-06-30acquisition_additioncompleted2019-05-242019-05-24United StatesInvestment managementbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Headcount added through the acquisition is not separately disclosed; MD&A attributes the year-over-year headcount increase (7,315 to 8,902) primarily to acquisitions
2019-06-30restructuringin_progressUnited StatesIntegration of OppenheimerFunds acquisitionUSD 189 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Six months ended June 30, 2019 severance-related charges of $188.9M (three months: $173.3M) within $330.6M of OppenheimerFunds transaction/integration costs; no employee count disclosed. Separate restructuring expenses of $4.2M (six months) also incurred, with no headcount disclosed
2019-06-30acquisition_additioncompleted2019-05-24GlobalAllUSD 173 (millions)MD&A - Transaction, Integration, and Restructuring
f5-10q / Qwen3.6-27B-Q8_0		Acquisition of OppenheimerFunds on May 24, 2019. Headcount increased from 7,315 to 8,902, primarily attributable to acquisitions. Severance and other personnel-related charges of $173.3 million recorded in Q2.
2019-06-30restructuringin_progress2019-06-30GlobalAllUSD 1 (millions)MD&A - Transaction, Integration, and Restructuring
f5-10q / Qwen3.6-27B-Q8_0		Restructuring expenses of $1.9 million in Q2, including severance costs of $0.5 million and consulting expenses of $1.4 million.
2019-03-31restructuringin_progressUSD 2 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Restructuring expenses of $2.3 million included severance costs of $1.0 million and consulting expenses of $0.8 million; no employee count disclosed.
2019-03-31acquisition_additionannounced2018-10-012019-05-24United StatesOppenheimerFundsUSD 450 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Acquisition of MassMutual's asset management affiliate expected to close May 24, 2019; total integration costs expected to be approximately $450 million; no headcount figures disclosed.
2019-03-31acquisition_additionannounced2018-10-172019-05-24United StatesInvestment managementMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Merger agreement dated October 17, 2018; no employee count disclosed for the acquired workforce. Consideration: 81.9 million common shares plus $4 billion preferred; MassMutual to hold approx. 15.7% stake
2019-03-31restructuringin_progressUnited StatesTransaction, integration and restructuringUSD 16 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Part of $34.9 million OppenheimerFunds-related acquisition costs in Q1 2019 (remainder: $18.7 million legal, consulting and other professional fees). No employee count disclosed; total integration costs expected approx. $450 million with targeted expense synergies of $475 million
2019-03-31restructuringin_progressRestructuringUSD 2 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Included severance costs of $1.0 million and consulting expenses of $0.8 million; no employee count disclosed
2019-03-31restructuringin_progressUSD 46 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Transaction, integration, and restructuring charges were $46.1 million. Includes $34.9 million from OppenheimerFunds combination (severance $15.7M, legal/consulting $18.7M) and $2.3 million restructuring expenses (severance $1.0M, consulting $0.8M). Employee count not disclosed.
2018-12-31acquisition_additioncompleted2018-04-062018-04-06United StatesInvestment Management — ETF businessUSD 1,200 (millions)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Acquisition completed April 6, 2018, adding $38.1 billion of AUM; headcount added not disclosed. Charge shown is the aggregate purchase price, not a severance charge.
2018-12-31acquisition_additioncompleted2018-06-042018-06-04United KingdomTechnology / digital platform (Intelliflo)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Item 1 notes the Intelliflo acquisition contributed to the 2018 headcount increase; number of employees added not disclosed.
2018-12-31othercompleted2018-07-012018-07-01ChinaInvesco Great Wall joint ventureMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Oral agreement in principle reached in Q3 2018 to obtain a majority stake; Item 1 cites inclusion of 100% of Invesco Great Wall as a driver of the 2018 headcount increase. Headcount effect not quantified.
2018-12-31restructuringin_progress2019-12-31GlobalBusiness support functions (shared services, outsourcing, automation, office footprint)USD 34 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Current-fiscal-year portion of a multi-year program; total estimated cost approximately $160.0 million with $5.0 million remaining through 2019. Annualized run-rate savings of approximately $56 million achieved by year-end. Employees affected not disclosed.
2018-12-31restructuringin_progressGlobalEnterprise — transaction and integration activitiesUSD 103 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Includes amortization of management contracts and other intangibles of $29.6 million, severance-related charges of $23.2 million, legal/consulting fees of $31.1 million, fixed asset charges of $7.6 million and advertising of $4.1 million. Total transaction, integration and restructuring line was $136.9 million. Employees affected not disclosed.
2018-12-31acquisition_additionannounced2018-10-172019-06-30United StatesInvestment Management — OppenheimerFundsItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Consideration of 81.9 million common shares plus $4 billion of 5.9% perpetual preferred stock; expected to close in Q2 2019 pending approvals. Combined AUM expected to exceed $1.1 trillion. Headcount added not disclosed; significant non-recurring transaction and integration costs expected.
2018-12-31restructuringcompletedGlobalBusiness Support FunctionsUSD 34 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Business optimization costs recorded during 2018. Includes severance and relocation costs of $7.9 million, consulting and temporary labor expenses of $17.6 million, and fund related expenses of $4.3 million.
2018-12-31acquisition_additioncompleted2018-06-04United KingdomTechnologyItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Acquisition of Intelliflo contributed to headcount increase.
2018-12-31acquisition_additioncompleted2018-04-06United StatesInvestment ManagementItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Acquisition of Guggenheim Investments ETF business contributed to headcount increase.
2018-09-30restructuringin_progress2018-12-31Business support functions (shared service centers, outsourcing, automation, office footprint)USD 15 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Quarterly business optimization charge; total program cost estimated at ~$160 million with ~$9 million remaining through 2018; expected annualized run-rate savings up to $62 million
2018-09-30restructuringin_progress2018-12-31Business support functions (shared service centers, outsourcing, automation, office footprint)USD 29 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Year-to-date business optimization charge for the nine months ended September 30, 2018
2018-09-30acquisition_additioncompleted2018-04-062018-04-06United StatesETF businessUSD 1,200 (millions)business_combinations_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Acquisition of Guggenheim Investments' ETF business added $38.1 billion AUM; headcount contribution not separately quantified
2018-09-30acquisition_additioncompleted2018-06-042018-06-04United KingdomAdvisor-focused digital solutions (Intelliflo)business_combinations_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Acquisition of Intelliflo; headcount contribution not separately quantified
2018-09-30acquisition_additionannounced2018-10-172019-06-30United StatesAsset management (OppenheimerFunds)subsequent_events
f5-10q / GLM-5.3-flash-fp4-HTML		Definitive agreement to acquire MassMutual's asset management affiliate OppenheimerFunds (~$250 billion AUM) for 81.9 million common shares and $4 billion preferred stock; expected close Q2 2019 pending approvals
2018-09-30restructuringin_progress2018-12-31GlobalBusiness support functions (shared services, outsourcing, automation, office footprint optimization)USD 15 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Business optimization program; $28.7 million charged for nine months ended 2018-09-30; total program cost estimated at approximately $160 million with about $9 million remaining through 2018; annualized run-rate expense savings of approximately $54 million achieved at Q3-end, expected up to $62 million by completion. No employee count disclosed.
2018-09-30acquisition_additioncompleted2018-04-06United StatesExchange-traded funds (ETF) businessbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquired for $1.2 billion with $38.1 billion of AUM at date of acquisition; headcount added not disclosed. MD&A attributes part of the headcount increase to 7,410 to acquisitions.
2018-09-30acquisition_additioncompleted2018-06-04United KingdomAdvisor-focused digital solutions (Intelliflo)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		UK financial advisor technology platform; purchase price allocation consists primarily of intangibles and goodwill; headcount added not disclosed.
2018-09-30acquisition_additionannounced2018-10-172019-06-30United StatesAsset management (OppenheimerFunds, Inc.)subsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Consideration of 81.9 million common shares plus $4 billion perpetual preferred stock (5.9% fixed, 21-year non-call); approximately $250 billion of AUM; expected to close in Q2 2019 pending regulatory approvals; headcount added not disclosed.
2018-06-30acquisition_additioncompleted2018-04-06United StatesExchange-Traded Funds (ETF) businessbusiness_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Guggenheim Investments' ETF business for $1.2 billion; added $38.1 billion AUM. No employee count disclosed; MD&A attributes part of the headcount increase to acquisitions.
2018-06-30acquisition_additioncompleted2018-06-04United KingdomAdvisor-focused digital solutions (Intelliflo)business_combinations_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Intelliflo, a UK provider of advisor digital solutions; purchase price allocation preliminary. No employee count disclosed.
2018-06-30restructuringin_progress2018-12-31GlobalBusiness support functions (shared services, outsourcing, automation, office footprint)USD 14 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Business optimization charges of $14.2M for six months ended June 30, 2018 ($6.0M in Q2). Total program cost estimated ~$156M with ~$20M remaining through 2018; annualized run-rate savings ~$52M achieved, expected up to $65M by completion. No employee-affected count disclosed.
2018-03-31restructuringin_progress2018-12-31Business support functions (shared service centers, outsourcing, automation, office footprint optimization)USD 8 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Total program costs estimated at approximately $158 million, of which $27 million for a large-scale outsourcing project remains to be incurred through 2018. Expected annualized run-rate savings up to $65 million by completion. No employee count disclosed.
2018-03-31restructuringin_progress2018-12-31Employee compensation (severance component of business optimization)USD 4 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Staff severance costs related to business optimization for the quarter; prior-year comparative of $15.7 million not extracted. No employee count disclosed.
2018-03-31acquisition_additioncompleted2018-04-062018-04-06United StatesETF businessUSD 1 (billions)subsequent_events
f5-10q / GLM-5.3-flash-fp4-HTML		Acquisition of Guggenheim Investments' ETF business ($38.1 billion AUM at acquisition) for $1.2 billion; funded with $835 million credit facility borrowing. No headcount added disclosed.
2018-03-31restructuringin_progress2018-12-31GlobalBusiness support functions (shared service centers, outsourcing, automation, office footprint)USD 8 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Charge comprises $4.3M staff severance and $3.9M consulting and temporary labor. Total program cost estimated at approximately $158M, with about $27M (large-scale outsourcing project) remaining through 2018. Annualized run-rate savings of approximately $45M at end of Q1 2018, expected up to $65M by completion in 2018. No employee count affected disclosed; no announcement date stated (program ongoing from prior periods).
2018-03-31acquisition_additioncompleted2018-04-06United StatesExchange-traded funds (ETF) businesssubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Purchase price of $1.2 billion; acquired business had $38.1 billion of AUM at date of acquisition; funded with $835 million drawn on the credit facility. No headcount added disclosed; purchase price allocation not yet completed as of filing.
2018-03-31restructuringin_progress2018-12-31GlobalBusiness Support FunctionsUSD 8 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $8.2 million recorded. Total costs estimated at $158 million, with $27 million remaining to be incurred through 2018. Initiative produces annualized run-rate expense savings.
2017-12-31restructuringin_progressGlobalBusiness support functions (shared service centers, outsourcing, process automation, office footprint)USD 58 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Multi-year business transformation program; 2017 charges of $58.0M include $30.0M staff severance in employee compensation, $25.3M consulting/temporary labor and $2.7M property charges. Employees affected not disclosed. Filer states the program ran past its original target date, with up to $35M incremental 2018 implementation costs and up to $65M annualized run-rate savings at completion ($43.8M achieved through 2017).
2017-12-31acquisition_additioncompleted2017-08-18EuropeExchange-traded funds (European ETF business)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Acquisition of the European ETF business (Source) closed August 18, 2017, adding $26.0B of AUM; headcount added through the acquisition is not disclosed.
2017-12-31acquisition_additionannounced2018-06-30United StatesExchange-traded funds (Guggenheim Investments' ETF business)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to acquire Guggenheim Investments' ETF business (76 ETFs, $38.4B AUM) for an anticipated $1.2 billion cash purchase price, expected to close in Q2 2018; approximately 80% to be funded via the credit facility. Headcount to be added not disclosed; announcement date not specified beyond occurring during 2017.
2017-12-31voluntary_separationcompletedGlobalSenior management (including EMEA leadership and Private Equity chairmanship)USD 20 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Multiple senior executive retirements during 2017 with accelerated deferred compensation vesting and other separation costs; number of executives not disclosed. Filer describes the magnitude as unprecedented for Invesco.
2017-12-31restructuringin_progressGlobalBusiness support functionsUSD 58 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Business optimization charges of $58.0 million recorded in 2017, including $30.0 million of staff severance costs associated with a business transformation initiative. Initiative expected to generate annualized run-rate expense savings of up to $65 million by completion.
2017-12-31acquisition_additioncompleted2017-08-18EuropeETF BusinessItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Completed acquisition of Source, a leading independent specialist provider of ETFs based in Europe. Added $26.0 billion in AUM.
2017-12-31restructuringin_progressUSD 58,000,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2017-12-31restructuringin_progressOther Nonoperating Income (Expense) [Member]USD 2,700,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2017-12-31restructuringin_progressEmployee Severance [Member]USD 30,000,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2017-12-31restructuringin_progressGeneral and Administrative Expense [Member]USD 25,300,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2017-09-30acquisition_additioncompleted2017-08-18EuropeETFsMD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Acquisition of Source Holdings Limited completed August 18, 2017; headcount increase attributed in part to Source, but no employee count disclosed
2017-09-30restructuringin_progress2018-12-31Business support functionsUSD 49 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Nine-month charge of $49.0M includes $27.2M staff severance; total program cost estimated up to $155M with ~$40M remaining through 2018; no employee counts disclosed
2017-09-30restructuringin_progress2018-12-31GlobalBusiness support functions (shared service centers, outsourcing, automation, office footprint)USD 49 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Charge of $49.0M for nine months ended September 30, 2017 (Q3 alone: $12.3M), including $27.2M severance in employee compensation. Total program cost estimated up to $155M, about $40M remaining through 2018; no employee counts disclosed. Annualized run-rate savings of ~$38M achieved, up to $65M expected by 2018 completion.
2017-09-30acquisition_additioncompletedEuropeExchange-traded funds (ETF)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Source Holdings Limited completed August 18, 2017, adding $26.0 billion of AUM; MD&A attributes part of the headcount increase to this acquisition but no employee count is disclosed.
2017-09-30voluntary_separationcompletedGlobalSenior management (including EMEA Senior Managing Director and Private Equity Chairman)USD 20 (millions)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Multiple senior executive retirements during the nine months ended September 30, 2017 with accelerated vesting of deferred compensation and separation costs; number of individuals not disclosed.
2017-09-30restructuringin_progress2018-12-31USD 12 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $12.3 million recorded in Q3 2017, including $7.6 million in staff severance costs. Total costs estimated up to $155 million, with ~$40 million remaining to be incurred through 2018.
2017-09-30acquisition_additioncompleted2017-08-18EuropeMD&A
f5-10q / Qwen3.6-27B-Q8_0		Acquisition of Source Holdings Limited completed August 18, 2017. Headcount increase primarily related to this acquisition.
2017-09-30restructuringin_progressUSD 12,300,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-09-30restructuringin_progressOther Nonoperating Income (Expense) [Member]USD 200,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-09-30restructuringin_progressEmployee Severance [Member]USD 7,600,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-09-30restructuringin_progressGeneral and Administrative Expense [Member]USD 4,500,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-06-30restructuringin_progress2018-12-31Business support functions (shared service centers, outsourcing, automation, office footprint)USD 37 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Six-month business optimization charges of $36.7 million; total program cost estimated at $133 million with $31 million remaining through 2018. No employee counts disclosed.
2017-06-30restructuringin_progress2018-12-31Business support functionsUSD 12 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Three-month business optimization charges of $12.0 million, including $3.9 million staff severance costs recorded in employee compensation.
2017-06-30restructuringin_progress2018-12-31GlobalBusiness support functions (shared service centers, outsourcing, automation, office footprint)USD 12 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Q2 2017 charge of $12.0M (six months: $36.7M), including severance of $3.9M (six months: $19.6M). Total program cost estimated at $133M with $31M remaining through 2018; annualized run-rate savings of ~$31M achieved, expected up to $50M by 2018. No employee count disclosed.
2017-06-30acquisition_additionannounced2017-09-30EuropeETF (exchange-traded funds)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to acquire Source (European ETF provider) expected to close in Q3 2017; approximately $18B Source-managed AUM plus ~$7B externally managed AUM. No headcount associated with the transaction disclosed.
2017-06-30restructuringin_progress2018-12-31USD 37 (millions)restructuring_footnote
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $36.7 million recorded for the six months ended June 30, 2017, including $19.6 million in staff severance costs. Total costs estimated at $133 million, with $31 million remaining to be incurred through 2018.
2017-06-30othercompletedSenior ManagementUSD 20 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Costs related to multiple senior executive retirements, including accelerated vesting of deferred compensation and other separation costs.
2017-06-30restructuringin_progressUSD 12,000,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-06-30restructuringin_progressOther Nonoperating Income (Expense) [Member]USD 1,200,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-06-30restructuringin_progressEmployee Severance [Member]USD 3,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-06-30restructuringin_progressGeneral and Administrative Expense [Member]USD 6,900,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-03-31restructuringin_progress2018-06-30Business support functions (shared service centers, outsourcing, automation, office footprint)USD 25 (millions)restructuring_footnote
f5-10q / GLM-5.3-flash-fp4-HTML		Q1 2017 charge includes $15.7M staff severance in employee compensation, $8.2M in G&A, and $0.8M in property, office and technology. Total program cost estimated at $128M, of which $38M remains to be incurred through mid-2018. No material liabilities outstanding at March 31, 2017.
2017-03-31acquisition_additionannounced2017-04-27EuropeExchange-traded funds (Source)subsequent_events
f5-10q / GLM-5.3-flash-fp4-HTML		Definitive agreement to acquire Source, an independent European ETF provider with approximately $18 billion in Source-managed AUM plus approximately $7 billion of externally managed AUM as of March 31, 2017. No headcount figures disclosed.
2017-03-31restructuringin_progress2018-06-30GlobalBusiness support functions (shared service centers, outsourcing, automation, office footprint)USD 25 (millions)restructuring_footnote
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Q1 2017 charge of $24.7M ($15.7M severance in employee compensation, $8.2M consulting/temporary labor in G&A, $0.8M property/office/technology); total program cost estimated at $128M with $38M remaining through mid-2018; no employee count disclosed; no material liabilities outstanding at 2017-03-31
2017-03-31othercompletedGlobalSenior management (including former Senior Managing Director of EMEA and Chairman of Private Equity)USD 20 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Multiple senior executive retirements in Q1 2017 with accelerated vesting of deferred compensation and separation costs; described as unprecedented in number and magnitude for a single quarter; no headcount disclosed
2017-03-31acquisition_additionannounced2017-04-27EuropeExchange-traded funds (ETF) businesssubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement announced 2017-04-27 to acquire Source, a European specialist ETF provider; transaction includes approximately $18B Source-managed AUM plus approximately $7B externally managed AUM as of 2017-03-31; no employee count disclosed
2017-03-31restructuringin_progress2018-06-30USD 25 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $24.7 million recorded, including $15.7 million staff severance. Total costs estimated at $128 million, with $38 million remaining to be incurred through mid-2018.
2017-03-31othercompletedSenior ManagementUSD 20 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Costs related to multiple senior executive retirements, including accelerated vesting of deferred compensation and separation costs.
2017-03-31restructuringin_progressOther Nonoperating Income (Expense) [Member]USD 800,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-03-31restructuringin_progressEmployee Severance [Member]USD 15,700,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-03-31restructuringin_progressGeneral and Administrative Expense [Member]USD 8,200,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2017-03-31restructuringin_progressUSD 24,700,000 (absolute)restructuring_footnote
f5-10q / no-ai-xblr
2016-12-31restructuringin_progressGlobalBusiness support functions (shared services, outsourcing, automation, office footprint)USD 50 (millions)restructuring_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		FY2016 charges of $49.9M comprise $26.4M staff severance in employee compensation, $21.8M consulting/temporary labor, and $1.7M property/office/technology; incremental 2017 implementation costs estimated up to $30M. Employees affected not disclosed; no material liability outstanding at year-end.
2016-12-31acquisition_additioncompletedUnited StatesDigital/advisor technology solutionsbusiness_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Jemstep completed during 2016; $7.0M of acquisition-related employee compensation expense recorded. Headcount added not disclosed.
2016-12-31acquisition_additioncompleted2016-04-052016-04-05IndiaInvestment management (asset management)business_combinations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Purchase of the remaining 51% of Invesco Asset Management (India) Private Limited increased ownership to 100% and added $2.4B to AUM; headcount added not disclosed. A $17.8M non-cash impairment on the prior 49% stake was recorded in Q1 2016.
2016-12-31restructuringcompletedGlobalBusiness support functionsUSD 50 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Business optimization charges of $49.9 million recorded in 2016, including $26.4 million of staff severance costs. Initiative involves transforming key business support functions via shared service centers, outsourcing, and automation.
2016-12-31acquisition_additioncompletedUnited StatesTechnologyItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Completed acquisition of Jemstep, a provider of advisor-focused digital solutions. Headcount increase not explicitly quantified but noted as part of global headcount growth.
2016-12-31acquisition_additioncompletedIndiaAsset ManagementItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Completed acquisition of remaining 51% ownership stake in Invesco Asset Management (India) Private Limited.
2016-12-31restructuringin_progressUSD 49,900,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2016-12-31restructuringin_progressOther Nonoperating Income (Expense) [Member]USD 1,700,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2016-12-31restructuringin_progressEmployee Severance [Member]USD 26,400,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2016-12-31restructuringin_progressGeneral and Administrative Expense [Member]USD 21,800,000 (absolute)restructuring_footnote
f5-10k / no-ai-xblr
2016-09-30restructuringin_progress2015-10-01Business support functionsUSD 6 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Business optimization initiative begun Q4 2015; Q3 2016 severance and staff costs of $5.8 million; YTD severance $14.2 million; consulting and temporary labor $5.4 million in Q3 ($14.1 million YTD); annualized run-rate savings of $13.9 million achieved as of quarter end. No affected-employee count disclosed.
2016-09-30restructuringin_progress2015-10-01GlobalBusiness support functions (shared services, outsourcing, automation, office footprint optimization)USD 29 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Announcement date approximate: filing states only that the initiative was initiated in Q4 2015. Charge shown is nine-month 2016 total; Q3 2016 charge was $11.7M and cumulative charge since inception was $45.0M. Program had produced $13.9M of annualized run-rate expense savings as of Q3 2016. No employee count disclosed; severance component was $14.2M YTD and $5.8M in Q3 2016.
2016-09-30acquisition_additioncompleted2016-04-052016-04-05IndiaAsset management (Invesco Asset Management (India) Private Limited)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Purchase of remaining 51% of the Indian joint venture, increasing interest to 100%; filing attributes the headcount increase primarily to this transaction but does not quantify employees added.
2016-09-30restructuringin_progress2015-10-01GlobalBusiness Support FunctionsUSD 12 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization initiative commenced in Q4 2015. Q3 2016 charges of $11.7M include severance and consulting costs. YTD 2016 charges total $28.8M.
2016-06-30restructuringin_progress2015-10-01GlobalBusiness support functionsUSD 7 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Second quarter 2016 charge of $7.0 million; year-to-date 2016 charge of $12.0 million. Estimated total program cost of approximately $100 million.
2016-06-30restructuringin_progressGlobalBusiness support functionsUSD 8 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Broad-based program initiated in Q4 2015 covering shared services, outsourcing, automation and office footprint optimization. Severance charges were $4.4M in Q2 2016 and $8.4M YTD 2016; total 2016 YTD business optimization charge $17.1M, with 2016 implementation costs estimated up to $85M. No employee count disclosed.
2016-06-30acquisition_additioncompleted2016-04-05IndiaAsset managementother
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Purchase of remaining 51% interest on 2016-04-05 increased ownership from 49% to 100%, converting the joint venture into a fully consolidated subsidiary; MD&A attributes the year-over-year headcount increase primarily to this transaction. No employee count disclosed.
2016-06-30restructuringin_progressUSD 17 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $10.3 million recorded in Q2 2016, bringing year-to-date charge to $17.1 million. Initiative includes leveraging shared service centers, outsourcing, automation, and office footprint optimization.
2016-06-30acquisition_additioncompleted2016-04-05IndiaMD&A
f5-10q / Qwen3.6-27B-Q8_0		Purchase of remaining 51% of Invesco Asset Management (India) Private Limited completed on April 5, 2016. Headcount increase primarily attributable to this acquisition.
2016-03-31restructuringin_progress2015-10-01Business support functionsUSD 7 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Business transformation initiative initiated in Q4 2015 covering shared service centers, outsourcing, automation and office footprint optimization. Q1 2016 charges of $6.8 million comprised severance of $4.0 million, consulting and temporary labor of $3.1 million, and a $0.3 million property credit from vacating leased properties. Implementation costs in 2016 estimated up to $85 million. No employee count affected was disclosed.
2016-03-31restructuringin_progress2015-10-01GlobalBusiness support functionsUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Broad-based initiative initiated in Q4 2015 to transform key business support functions via shared service centers, outsourcing, automation and office footprint optimization. Q1 2016 charges comprised $4.0M severance, $3.1M consulting/temporary labor, and a $0.3M property credit. Full-year 2016 implementation costs estimated at up to $85 million. No employee count disclosed.
2016-03-31restructuringin_progress2015-10-01USD 7 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization charges of $6.8 million recorded in Q1 2016 related to a broad-based initiative to transform key business support functions initiated in Q4 2015. Includes severance, consulting, and property costs.
2015-12-31restructuringin_progressGlobalBusiness support functionsUSD 16 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Charge recorded in Q4 2015 includes $12.2M of staff severance in employee compensation plus consulting, temporary labor and property items. First phase of a program continuing through 2016 covering shared services, outsourcing, automation and office footprint optimization; incremental 2016 implementation costs estimated up to $85M. Employees affected not disclosed.
2015-12-31acquisition_additioncompletedUnited StatesInvesco PowerShares — commodity ETF businessMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Deutsche Bank's U.S. commodity ETF business completed in Q1 2015; purchase price comprised contingent consideration. Headcount added not disclosed.
2015-12-31acquisition_additionannouncedIndiaReligare Invesco Asset Management joint ventureMD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Announced in Q4 2015 intent to increase ownership from 49% to 100%; expected to close early 2016 pending regulatory approvals. Headcount not disclosed.
2015-12-31restructuringcompleted2015-10-012016-12-31GlobalBusiness support functionsUSD 12 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Business optimization charges of $16.2 million recorded in Q4 2015, including $12.2 million of staff severance costs associated with a business transformation initiative. Incremental implementation costs in 2016 estimated up to $85 million.
2014-12-31restructuringin_progressGlobalCorporate / real estate footprintUSD 40 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		2014 initiative to align the company's location footprint to current and future business needs; charges comprise $33.1M for vacating leased properties and $7.2M of staff severance. Number of employees affected, announcement date, and completion timeline are not disclosed. Charge reduced 2014 diluted EPS by $0.07.
2014-12-31restructuringcompleted2014GlobalUSD 7 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Business optimization initiative charges included $7.2 million of staff severance. Total initiative charges were $40.3 million.
2014-09-30restructuringcompleted2014-01-01USD 7 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Business optimization initiative undertaken in Q1 2014; severance costs of $7.2 million in employee compensation for the nine months ended September 30, 2014. No employee count disclosed. Related property charges of $35.8 million for vacating leased properties were also incurred.
2014-09-30restructuringin_progress2014-03GlobalCorporate / real estate and workforce optimizationUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Business optimization initiative undertaken in Q1 2014; nine-month severance costs of $7.2M plus $35.8M property charges for vacated leased premises. Number of employees affected not disclosed; exact announcement date not given (stated only as first quarter of 2014).
2014-09-30restructuringcompleted2014-01-012014-09-30GlobalVariousUSD 43 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization initiative undertaken in Q1 2014. Includes $7.2M in severance costs and $35.8M in property-related charges for vacating leased properties. Employee count affected not explicitly disclosed.
2014-06-30restructuringcompleted2014-01-01Location footprint / property and staffUSD 43 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		First-quarter 2014 initiative to align location footprint; $35.8 million for vacating leased properties and $7.2 million of staff severance; reduced Q1 diluted EPS by $0.08.
2014-06-30restructuringin_progressGlobalCorporate / real estate footprintUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Location footprint alignment initiative undertaken in Q1 2014; total charges of $43.0 million comprised $35.8 million for vacating leased properties and $7.2 million of staff severance. Number of employees affected and completion timing not disclosed; reduced Q1 2014 diluted EPS by $0.08.
2014-06-30restructuringcompleted2014-03-31GlobalVariousUSD 43 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization initiative charges in Q1 2014 included $35.8M for vacating leased properties and $7.2M for staff severance.
2014-03-31restructuringin_progressCompany-wide location footprint alignmentUSD 43 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Business optimization initiative to align location footprint; total charges of $43.0 million comprising $35.8 million for vacating leased properties and $7.2 million of staff severance; reduced Q1 diluted EPS by $0.08
2014-03-31restructuringin_progressEmployee compensationUSD 7 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Severance component of the business optimization initiative; includes acceleration of share-based costs; no affected-employee count disclosed
2014-03-31restructuringin_progressProperty, office and technologyUSD 36 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Charges associated with vacating leased properties under the business optimization initiative
2014-03-31restructuringin_progressGlobalCorporate / location footprintUSD 7 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Location-footprint alignment initiative undertaken in Q1 2014; $7.2M staff severance plus $35.8M charges for vacating leased properties (total $43.0M). Reduced Q1 diluted EPS by $0.08. No employee count disclosed; no separate restructuring footnote in this filing.
2014-03-31restructuringin_progress2014-03-31USD 43 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Business optimization initiative charges of $43.0 million including $35.8 million for vacating leased properties and $7.2 million for staff severance.
2013-12-31divestiture_reductioncompleted2013-12-312013-12-31United StatesAtlantic Trust Private Wealth Managementdiscontinued_operations_footnote
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Sale of Atlantic Trust to Canadian Imperial Bank of Commerce completed 2013-12-31; results reported as discontinued operations. Headcount removed through the disposition is not disclosed.
2013-12-31divestiture_reductioncompleted2013-12-312013-12-31GlobalAtlantic Trust Private Wealth Managementdiscontinued_operations_footnote
f5-10k / Qwen3.6-27B-Q8_0		Sale of Atlantic Trust to CIBC completed on Dec 31, 2013. Headcount removed from continuing operations. Prior year headcount including Atlantic Trust was 6,128; continuing operations headcount is 5,932.
2013-09-30divestiture_reductionin_progress2013-04-112013-12-31United StatesAtlantic Trust Private Wealth ManagementMD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Definitive agreement to sell Atlantic Trust to CIBC for $210 million base price; results presented as discontinued operations and AUM excluded from all periods. Sale expected to close in Q4 2013. Headcount affected not quantified; Atlantic Trust employees (251, i.e., 6,115 vs 5,864) implied by headcount comparison.
2013-09-30divestiture_reductionannounced2013-04-112013-12-31United StatesAtlantic Trust Private Wealth Managementother
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Agreement to sell Atlantic Trust to CIBC for a base price of $210 million less about $30 million of working capital and cash funding; expected to close in Q4 2013. No employee count disclosed for the divested business.
2013-06-30divestiture_reductionannounced2013-04-112013-12-31Atlantic Trust Private Wealth ManagementMD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Definitive agreement to sell Atlantic Trust to CIBC for $210 million; expected to close in the second half of 2013. Headcount of the divested business not disclosed; total company headcount including Atlantic Trust was 6,056 versus 5,818 on a continuing operations basis.
2013-06-30restructuringcompletedUSD 2 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Termination costs of $2.4 million in the six months ended June 30, 2013, including costs associated with the cessation of activities related to a previous acquisition. Number of employees affected not disclosed.
2013-06-30divestiture_reductionannounced2013-04-112013-12-31United StatesAtlantic Trust Private Wealth Managementother
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to sell Atlantic Trust to CIBC for $210 million base price; expected to close in H2 2013. Headcount associated with the divested business not quantified; Atlantic Trust employees were 238 of total headcount (6,056 total vs. 5,818 continuing operations) as of 2013-06-30, but the filing does not explicitly attribute this difference to the sale.
2013-03-31divestiture_reductionannounced2013-04-11Atlantic Trust Private Wealth Managementsubsequent_events
f5-10q / GLM-5.3-flash-fp4-HTML		Definitive agreement to sell Atlantic Trust to CIBC for $210 million; expected to close in second half of 2013 subject to regulatory approval. No employee count disclosed.
2013-03-31divestiture_reductionannounced2013-04-112013-12-31United StatesAtlantic Trust Private Wealth Managementsubsequent_events
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to sell Atlantic Trust to CIBC for $210 million cash; expected close in second half of 2013 subject to regulatory approval. No affected-employee count disclosed; MD&A notes the business will be classified as held for sale and reported as discontinued operations from Q2 2013.
2012-12-31restructuringin_progress2011-01-012013-06-30United Kingdom and Continental EuropeTransfer agency and distribution platform operationsUSD 6 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Multi-year program announced in 2011 involving outsourcing of the European transfer agency and product/distribution platform changes; FY2012 charge shown is compensation expense primarily severance, within total 2012 program costs of $20.3M (compensation $5.6M, G&A $7.3M, marketing $1.6M, property/technology $5.8M). European transfer agency outsourcing completed at year-end; European platform outsourcing scheduled for mid-2013. No headcount affected disclosed.
2012-12-31othercompleted2012-12-31GlobalCorporate and operationsUSD 19 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		FY2012 staff-related expenses included termination costs of $18.9M; filer does not disclose affected headcount or program structure, and these costs may overlap with the European infrastructure initiative severance noted above.
2011-12-31restructuringin_progress3302012-12-31EuropeTransfer agency / operationsUSD 19 (millions)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		European transfer agency outsourcing initiative; approximately 330 headcount reduction expected. $18.8M of implementation costs incurred in FY2011, with total program cost estimated up to $40M through December 2012. Charge includes severance, consulting, systems conversion and surplus lease costs.
2011-12-31othercompleted4742011-02-28IndiaOperations support (Hyderabad facility)MD&A
f5-10k / MiMo-V2.6-Flash-fp8-HTML		In-sourcing of the Hyderabad, India facility: 474 additional individuals hired by late February 2011 (following 83 hired in late 2010); a principal driver of the year-over-year headcount increase.
2011-12-31acquisition_additioncompleted6002010-06-01GlobalInvestment, distribution and operations supportItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Acquisition of Morgan Stanley's retail asset management business brought nearly 600 professionals globally.
2011-12-31restructuringin_progress3302011-01-012012-12-31EuropeTransfer agency and operationsUSD 19 (millions)MD&A
f5-10k / Qwen3.6-27B-Q8_0		Outsourcing of European transfer agency function; $18.8M incurred in 2011, total up to $40M expected by Dec 2012. Includes staff severance for approx 330 employees.
2011-09-30restructuringin_progress3302011-01-012012-12-31EuropeTransfer agency and related operationsUSD 40 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Outsourcing of European transfer agency function announced earlier in 2011; total implementation costs of up to $40 million expected by December 2012, including severance for approximately 330 employees, systems and data conversion, surplus leased space, fund redomicile, legal and consulting costs. $5.3 million incurred in Q3 2011 and $11.1 million in the nine months ended September 30, 2011. Exact announcement date not stated in filing.
2011-09-30restructuringin_progress3302012-12-31EuropeTransfer agency operationsUSD 40 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Outsourcing of the internally operated European transfer agency function; implementation costs of up to $40 million total (not severance-only) through projected completion of December 2012, covering systems/data conversion, surplus leased space, severance for approximately 330 employees, fund redomicile, legal and consulting. $5.3 million incurred in Q3 2011 and $11.1 million year-to-date. Filer states the initiative was announced earlier in 2011; no specific announcement date given. Costs excluded from non-GAAP earnings measures.
2011-09-30restructuringin_progress3302012-12-31EuropeTransfer AgencyUSD 11 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Outsourcing of European transfer agency function; costs include staff severance related to reduction in headcount of approximately 330 employees.
2011-06-30restructuringin_progress3302011-04-012012-12-31EuropeTransfer agency, product and distribution platformsUSD 40 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		European transformation initiative; costs cover systems/data conversion, surplus leased space, severance, fund redomicile, legal and consulting. $5.8 million incurred in Q2 2011; total up to $40 million by December 2012. Expected to generate cost savings offsetting implementation expense within three years after completion.
2011-06-30restructuringin_progress3302012-12EuropeTransfer agency and European operationsUSD 40 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Announced during Q2 2011: outsourcing of the internally operated European transfer agency function, with structural changes to product and distribution platforms. Total implementation costs estimated at up to $40 million through projected completion in December 2012, covering systems/data conversion, surplus leased space, severance for a headcount reduction of approximately 330 employees, fund redomicile, legal and consulting costs; $5.8 million incurred in Q2 2011. Exact announcement date not disclosed.
2011-06-30restructuringin_progress3302011-06-302012-12-31EuropeTransfer Agency / OperationsUSD 40 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Outsourcing of European transfer agency function; costs include staff severance related to reduction in headcount of approximately 330 employees.
2010-12-31acquisition_additioncompleted5802009-102010-06-01Retail asset management business (Morgan Stanley retail asset management, including Van Kampen Investments)MD&A
f5-10k / GLM-5.3-flash-HTML		Acquisition announced October 2009 and closed June 1, 2010; 580 employees were added at the closing date. Item 1 describes the acquired business as bringing nearly 600 investment, distribution and operations support professionals. Consideration comprised $770.0 million cash plus 30.9 million shares; the $150.0 million of transaction and integration charges for the year are integration costs, not severance tied to the headcount addition.
2010-12-31acquisition_additioncompleted5802009-10-012010-06-01GlobalInvestment managementItem_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Headcount added by the June 1, 2010 acquisition of Morgan Stanley's retail asset management business, including Van Kampen Investments; announcement date approximate (deal announced October 2009).
2010-12-31otherin_progress83IndiaOperations support (Hyderabad facility)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Formal hiring at the Hyderabad, India facility commenced with 83 individuals becoming employees in late 2010; an additional 474 individuals had joined by the filing date (subsequent to fiscal year-end).
2010-12-31otherannounced474IndiaOperations support (Hyderabad facility)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Additional 474 individuals hired at the Hyderabad facility by the date of the report, i.e., after fiscal year-end 2010.
2010-12-31acquisition_additioncompleted5802010-06-012010-06-01GlobalInvestment, distribution and operations supportItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Acquisition of Morgan Stanley's retail asset management business added 580 employees on June 1, 2010.
2010-12-31acquisition_additioncompleted5572010-12-312010-12-31IndiaHyderabad facilityItem_1_Business
f5-10k / Qwen3.6-27B-Q8_0		Formal hiring commenced in late 2010 with 83 individuals; an additional 474 individuals became employees by the date of the report (total 557).
2010-09-30acquisition_additioncompleted5802010-06-012010-06-01MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Headcount added via acquisition of Morgan Stanley's retail asset management business, including Van Kampen Investments, which closed June 1, 2010.
2010-09-30restructuringin_progress2009-10-01USD 20 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Nine-month transaction and integration charges include $20.0 million of severance costs tied to integrating the acquired business; no employee count disclosed.
2010-09-30acquisition_additioncompleted5802010-06-012010-06-01GlobalRetail asset management (including Van Kampen Investments)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Headcount added through the June 1, 2010 acquisition of Morgan Stanley's retail asset management business; also referenced in Note 4 Business Combinations. Transaction and integration charges of $123.3M for the nine months ended September 30, 2010 relate to this acquisition but are not a severance-specific figure.
2010-09-30acquisition_additioncompleted5802010-06-01MD&A
f5-10q / Qwen3.6-27B-Q8_0		Acquisition of Morgan Stanley's retail asset management business added 580 employees at June 1, 2010.
2010-06-30acquisition_additioncompleted5802010-06-01MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Headcount added via June 1, 2010 acquisition of Morgan Stanley's retail asset management business, including Van Kampen Investments.
2010-06-30restructuringin_progress2009-10-012011-12-31Integration of acquired businessUSD 15 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Severance costs of $14.5 million included within $96.5 million six-month transaction and integration charges; total program costs expected below $175 million, remainder to be incurred in 2010-2011. Employee count affected not disclosed.
2010-06-30acquisition_additioncompleted5802010-06-01GlobalRetail asset management (Van Kampen Investments)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Acquisition of Morgan Stanley's retail asset management business, including Van Kampen Investments, closed June 1, 2010; transaction announced October 2009 (exact announcement date not stated in filing).
2010-06-30restructuringin_progress2011-12-31GlobalIntegration of acquired businessUSD 15 (millions)MD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Severance costs incurred within Q2 2010 transaction and integration charges ($79.3 million for the quarter; $96.5 million YTD). Company expects an additional $13.4 million of severance and employee-related charges during 2010 and 2011; affected-employee count not disclosed. Total transaction and integration costs expected to be less than $175 million.
2010-06-30acquisition_additioncompleted5802010-06-01MD&A
f5-10q / Qwen3.6-27B-Q8_0		Headcount added from acquisition of Morgan Stanley's retail asset management business.
2010-06-30restructuringin_progress2010-06-302011-12-31USD 13 (millions)MD&A
f5-10q / Qwen3.6-27B-Q8_0		Expected additional severance and employee-related charges during 2010 and 2011.
2010-03-31acquisition_additionannounced2009-10-192010-06-01United StatesRetail asset management (including Van Kampen Investments)other
f5-10q / MiMo-V2.6-Flash-fp8-HTML		Transaction valued at $1.5 billion ($500.0 million cash plus ~44.1 million shares); no headcount added disclosed. $17.2 million in transaction and integration charges expensed in Q1 2010 (not a severance charge).
2009-12-31acquisition_additionannounced2009-10-19Retail asset management (incl. Van Kampen Investments)MD&A
f5-10k / GLM-5.3-flash-HTML		Definitive agreement to acquire Morgan Stanley's retail asset management business including Van Kampen, valued at ~$1.5 billion (subject to adjustment): $500.0 million cash plus ~44.1 million common/non-voting common equivalent preferred shares giving Morgan Stanley ~9.3% equity interest. Headcount to be added upon closing is not disclosed. Transaction remained pending as of the filing date (2010-02-26); expected to close in mid-2010, subject to regulatory, client and fund shareholder approvals. FY2009 transaction and integration costs of $10.8 million related to this deal.
2009-12-31acquisition_additionannounced2009-10-192010-06-30United StatesRetail asset management (including Van Kampen Investments)USD 11 (millions)other
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Definitive agreement to acquire Morgan Stanley's retail asset management business valued at $1.5 billion ($500.0 million cash plus ~44.1 million shares); expected to close mid-2010 subject to approvals. No acquired headcount disclosed. Associated charge is the $10.8 million of 2009 transaction and integration costs (not severance), currently estimated at less than $175 million in total through 2011.
2009-06-30otherin_progress2009-12-31United StatesTransfer agency operationsUSD 10 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Company reallocating transfer agency work from Denver to Houston and Prince Edward Island; expects a non-cash charge of approximately $10 million in property, office and technology costs from vacating leased office space, largely offset during the year by lower property and compensation expenses and higher service and distribution fee revenues. No headcount reduction figure disclosed.
2007-12-31restructuringin_progressGlobal; North America retail operations specifically namedOperations and Technology; enterprise support; institutional sales and service; transfer agent operationsUSD 0 (millions)Item_1_Business
f5-10k / MiMo-V2.6-Flash-fp8-HTML		Filer describes 2007 initiatives transforming Operations/Technology and North American retail operations and rationalizing support functions; no employee counts or severance amounts disclosed, and Note 13 reports no restructuring charge recorded in 2007.
2007-12-31restructuringcompleted2005-01-012006-12-31GlobalVariousUSD 13 (millions)restructuring_footnote
f5-10k / Qwen3.6-27B-Q8_0		Remaining charges related to operational restructuring efforts that began in 2005. Plan completed in 2006.
2007-09-30restructuringin_progressUSD 8 (millions)MD&A
f5-10q / GLM-5.3-flash-fp4-HTML		Expenses related to headcount reductions increased by $8.4 million year-over-year; no employee count disclosed. U.S. GAAP reconciliation shows redundancy and reorganization expense of $1.2 million for the nine months ended September 30, 2007.
2007-09-30restructuringin_progressMD&A
f5-10q / MiMo-V2.6-Flash-fp8-HTML		MD&A states expenses related to headcount reductions rose $8.4 million year over year for the nine-month period; no employee count, announcement date, or completion timing disclosed.