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Get filing alertsInvesco announces Andrew Lo's retirement as Head of Asia Pacific, Martin Franc to succeed
Filed August 31, 2026 · Period ending August 31, 2026 · ~1 min read
Key Changes
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Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire effective March 31, 2027, after 32 years with the firm.
Item 5.02 verify on EDGAR → -
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Martin Franc, currently CEO Australia, Greater China and Southeast Asia, will succeed Lo as Senior Managing Director and Head of Asia Pacific during Q1 2027.
Item 5.02 verify on EDGAR → -
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Following retirement, Lo will serve as Chairman Emeritus, Asia Pacific, and continue to represent Invesco on the boards of its China and India joint ventures.
Item 5.02 verify on EDGAR → -
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The company issued a press release on August 31, 2026, announcing the management changes.
Item 7.01 verify on EDGAR →
Summary
Invesco announced a planned leadership transition in its Asia Pacific business. Andrew Lo, the current Head of Asia Pacific, will retire on March 31, 2027, after 32 years with the firm. Martin Franc, who currently oversees Australia, Greater China, and Southeast Asia, will succeed him and transition into the role during the first quarter of 2027.
The filing indicates no disagreement or adverse circumstances surrounding the retirement. For retail investors, this is a routine executive succession with a clear internal successor and a planned overlap period.
Lo will remain involved as Chairman Emeritus, Asia Pacific, and continue to represent Invesco on the boards of its China and India joint ventures, which may help preserve continuity in key regional partnerships. The company's scale—US$2.5 trillion in assets under management as of June 30, 2026—provides context for the significance of the role, but the transition itself is not expected to have a material impact on operations.
Section-by-Section Diff
Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation
Invesco announces Andrew Lo's retirement as Head of Asia Pacific effective March 31, 2027, with Martin Franc succeeding him.
Added in current filing · verify on EDGAR →
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.
Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire effective March 31, 2027, and will step down from his current role during the first quarter of 2027. The filing does not indicate any disagreement or adverse circumstances surrounding the retirement.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
The Company and Mr. Lo expect to enter into an agreement that, among other matters relating to his retirement, will provide that following Mr. Lo’s retirement he will serve as the Chairman Emeritus for Asia Pacific, perform certain services for the Company related to its joint ventures in China and India and provide the Company with strategic counsel.
After retirement, Andrew Lo is expected to serve as Chairman Emeritus for Asia Pacific and provide services related to the company's joint ventures in China and India, as well as strategic counsel. This suggests a continued advisory relationship, which may help with transition and key partnerships.
Event · Item 7.01 — Regulation FD Disclosure
Invesco announced management changes via press release furnished under Regulation FD.
Added in current filing · verify on EDGAR →
On August 31, 2026, the Company issued a press release announcing the management changes described in Item 5.02 hereof.
The 8-K discloses that Invesco issued a press release on August 31, 2026 announcing management changes. The specific changes are described in Item 5.02 of the filing, which is not included in the provided text. The press release is furnished as Exhibit 99.1.
Event · Exhibit 99.1
Invesco announces Andrew Lo's retirement as Head of Asia Pacific and Marty Franc's appointment as successor.
Added in current filing · view on EDGAR →
Marty Franc will succeed Lo as Senior Managing Director and Head of Asia Pacific and will transition into the role during the first quarter of 2027.
Marty Franc, an industry veteran with more than 30 years of asset management experience including 13 years with Invesco, will succeed Lo. He will transition into the role during Q1 2027, providing a planned overlap period for a seamless handoff.
Show 2 minor / wording changes
Added in current filing · view on EDGAR →
Following his retirement, Lo will serve as Chairman Emeritus, Asia Pacific, where he will continue to represent Invesco on the Boards of Invesco’s China and India joint ventures.
Lo will remain involved with Invesco after retirement as Chairman Emeritus, Asia Pacific, continuing to represent the firm on the boards of its China and India joint ventures. This preserves continuity in key regional partnerships.
Added in current filing · view on EDGAR →
With US $2.5 trillion in assets under management as of June 30, 2026, we deliver a comprehensive range of investment capabilities across public, private, active, and passive.
The press release provides context on Invesco's scale, noting US$2.5 trillion in assets under management as of June 30, 2026. This frames the significance of the Asia Pacific leadership role within the global franchise.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify