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Extraction Summary
3
People
4
Organizations
3
Locations
1
Events
3
Relationships
3
Quotes
Document Information
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Investment conference summary page
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Summary
This document from a 2016 conference summarizes investor sentiment on what would increase interest in IVZ (Invesco) stock, with consistent organic growth being the top factor. It also details IVZ's business outlook, including its confidence in achieving 3-5% organic growth, its fixed income exposure, and its position regarding regulatory changes. Additionally, it provides a brief on a presentation by Eaton Vance (EV) executives regarding their performance and the potential impact of tax and regulatory changes.
People (3)
| Name | Role | Context |
|---|---|---|
| Thomas Faust | ||
| Laurie Hylton | ||
| Dan Cataldo |
Organizations (4)
| Name | Type | Context |
|---|---|---|
| IVZ | ||
| Eaton Vance (EV) | ||
| BofA Merrill Lynch Global Research | ||
| Bank of America Merrill Lynch |
Timeline (1 events)
2016 Future of Financials Conference
Relationships (3)
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Key Quotes (3)
"IVZ is confident it can achieve its 3-5% organic growth rate driven by three main pillars."Source
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Quote #1
"Regarding potential changes from the election, while very early, management thinks that whatever happens to the DOL Fiduciary Rule (delay, modify, etc.), the industry has already been shifting in a fiduciary direction, and they expect that to continue..."Source
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Quote #2
"Management reported relatively positive F4Q flows, expects organic growth to hold up well given its mix and performance, and does not expect a significant change in the DOL impact from the election, but would expect a significant benefit from a lower US corporate tax rate."Source
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Quote #3
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