Deals

Invesco Bets $5.7 Billion That Active Management Has Future

  • Pays $5.7 billion for MassMutual’s OppenheimerFunds Unit
  • MassMutual will become a major Invesco holder after deal
Invesco to Buy Oppenheimer Funds in $5.7 Billion Active Management Bet
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Invesco Ltd. is betting $5.7 billion that active management has a bright future.

Invesco agreed to pay about that amount in a deal with Massachusetts Mutual Life Insurance Co. to acquire its OppenheimerFunds, which specializes in picking stocks and bonds especially in the international arena. At a time when many investors are deserting active funds for products that track indexes, Invesco Chief Executive Officer Martin Flanagan is convinced that active funds will continue to play a critical role in the portfolios of retail and institutional customers.