Invesco Announces Retirement of Head of Asia Pacific Andrew Lo; Names Marty Franc Successor

Executive Summary

On August 31, 2026, Invesco Ltd. (NYSE: IVZ) filed a Form 8-K under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers) and Item 7.01 (Regulation FD Disclosure) announcing a planned leadership transition in its Asia Pacific region.

---

Leadership Transition Details

• Retirement Announcement: Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire effective March 31, 2027, after a 32-year career with the company. He will formally step down from his executive role on a date to be determined during the first quarter of 2027.
• Succession Plan: Martin ("Marty") Franc, currently serving as CEO of Australia, Greater China, and Southeast Asia, will succeed Mr. Lo as Senior Managing Director and Head of Asia Pacific following a planned transition period.
• Post-Retirement Agreement: Invesco expects to execute an agreement with Mr. Lo under which he will transition to the role of Chairman Emeritus for Asia Pacific, represent Invesco on the boards of its joint ventures in China and India, and offer strategic advisory counsel to regional and global leadership.

---

Market & Strategic Impact

• Orderly Transition: The announcement provides an extended runway (through Q1 2027) ensuring institutional knowledge transfer and continuity across Invesco's critical Asian operations and joint ventures.
• Significance Assessment: Low. The transition is orderly, pre-planned, and involves an internal successor with over 13 years at Invesco and 30+ years in asset management.