Form 8-K · Current report
Invesco 8-K, filed Aug 31, 2026
- Filed
- CIK
- 0000914208
- Accession no.
- 0000914208-26-000347
Summary
Invesco announced that Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027 after 32 years with the firm, and that Marty Franc, currently CEO of Australia, Greater China and Southeast Asia, will succeed him in the role during the first quarter of 2027. After retirement Lo is to serve as Chairman Emeritus for Asia Pacific, representing Invesco on the boards of its China and India joint ventures, with CEO Andrew Schlossberg saying Lo's counsel will continue to benefit the firm.
Key points
- Andrew Lo will step down as Senior Managing Director and Head of Asia Pacific on a date in the first quarter of 2027 and retire effective March 31, 2027.
- Marty Franc, currently CEO Australia, Greater China and Southeast Asia and based in Hong Kong, will be appointed Senior Managing Director and Head of Asia Pacific after a transition period.
- Invesco and Lo expect to enter an agreement under which he becomes Chairman Emeritus for Asia Pacific, performs services related to the China and India joint ventures, and provides strategic counsel.
- Invesco reported US$2.5 trillion in assets under management as of June 30, 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 5.02Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 31, 2026, the Company announced that Andrew Lo has decided to retire from the Company effective March 31, 2027 and will step down as Senior Managing Director and Head of Asia Pacific on a date during the first quarter of 2027 to be determined. Martin Franc, who currently acts as CEO Australia, Greater China and Southeast Asia, will succeed Mr. Lo following a transition period and be appointed Senior Managing Director and Head of Asia Pacific on such date. The Company and Mr. …
An excerpt of the text as filed with the SEC, cut for length.
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