Capital Allocators – Inside the Institutional Investment Industry

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


Listen Later

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. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

765 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,346 Listeners

Exchanges by Goldman Sachs

Exchanges

977 Listeners

Masters in Business by Bloomberg

Masters in Business

2,175 Listeners

Odd Lots by Bloomberg

Odd Lots

1,995 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,347 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

942 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

208 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

150 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,258 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

436 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

355 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

187 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

475 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

156 Listeners