Capital Allocators – Inside the Institutional Investment Industry

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

Jun 6, 2024

Mo Haghbin, Head of Multi-Asset Solutions at Invesco, shares his inspiring journey from Shiraz, Iran, to leading asset allocation for $88 billion in client assets. He discusses Invesco's unique top-down investment strategies that prioritize tailored solutions for diverse clients. Mo elaborates on the importance of research-driven decision-making, the impact of technology in investment processes, and his personal experiences that highlight mentorship and collaboration. His insights provide a fascinating perspective on the complexities of navigating both public and private asset management.

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ANECDOTE

Mo's Upbringing

Mo Haghbin's family immigrated to the US from Iran during the revolution.
He had to navigate a new culture and educational system, learning about finance independently.

INSIGHT

Formative Experiences

Haghbin views his challenging upbringing as foundational, teaching adaptability and resilience.
These experiences enhanced his financial understanding and shaped his career.

ANECDOTE

Early Career Path

Haghbin's finance career began with a role at a San Francisco RIA, followed by Barclays Bank.
He transitioned to the institutional side, focusing on investments at Barclays.

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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