Invesco Ltd. (IVZ) Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets

Invesco Ltd. Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets

Invesco Ltd. (IVZ) reported Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets of 5.25% for the 12-month period ending 2025-12-31, per its 10-K filed 2026-02-24.

Financial Statements › Expense Statement › Operating Expenses

us-gaap:DefinedBenefitPlanAssumptionsUsedCalculatingNetPeriodicBenefitCostExpectedLongTermReturnOnAssets · last filed 2026-02-24

• Invesco Ltd. defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2025 was 5.25%, a 4.58% increase from fiscal 2024.
• Invesco Ltd. defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2024 was 5.02%, a 21.55% increase from fiscal 2023.
• Invesco Ltd. defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2023 was 4.13%, a 25.91% increase from fiscal 2022.
• Invesco Ltd. defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2022 was 3.28%.