Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 6 June 2024

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut.

Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approach that canvasses every type of asset pool and structure and focuses first on top-down strategic asset allocation and tactical positioning, and only later on manager selection. We cover the research that drives asset allocation and factor decisions, importance of scaling customized solutions, and impact of technology in the process.

All investing involves risk, including the risk of loss.

This should not be considered a recommendation to purchase any investment product. This does not constitute a recommendation of any investment strategy for a particular investor. Investors should consult a financial professional before making any investment decisions if they are uncertain whether an investment is suitable for them. Please obtain and review all financial material carefully before investing.

Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss. This material is not intended to provide, and should not be relied on, for tax advice.

The opinions expressed are those of the presenter(s), are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

All information as of April 29, 2024, in USD, unless stated otherwise.

Invesco and FTSE Russell are not affiliated entities.

Capital Allocators and Invesco are not in any way affiliated.

The Invesco Solutions (IS) team is part of Invesco Advisers, Inc. (IAI), an investment adviser that provides investment advisory services and does not sell securities.

Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities.

Invesco Advisers, Inc. is an indirect wholly owned subsidiary of Invesco Ltd.

^©2024 Invesco All rights reserved.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied upon
0:42.5	as a basis for investment decisions. Clients of capital allocators or podcast guests may maintain
0:47.5	positions and securities discussed on this podcast. My guest on today's sponsored insight is Mo Hagman, the head of multi-asset solutions at Invesco,
0:58.9	where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of
1:05.2	client assets within the $1.7 trillion asset manager.
1:10.3	Our conversation covers Mo's journey to finance
1:13.2	and his path to a leadership role at Invesco.
1:16.7	We discuss Invesco's solutions-based approach
1:19.8	that canvases every type of asset pool and structure
1:23.5	and focuses first on top-down strategic asset allocation
1:26.8	and tactical positioning and only later on top-down strategic asset allocation and tactical positioning,
1:28.2	and only later on manager selection.
1:31.4	We cover the research that drives asset allocation and factor decisions,
1:35.6	importance of scaling customized solutions, and impact of technology in the process.
1:42.7	Before we get going, capital allocators has entered the world of AI.
1:48.1	We've trained a large language model on all our transcripts to help you learn anything
	...

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