Disclosure certainty 4/5 debate potential 1/5

Invesco's Solutions group manages roughly $88 billion across diverse client segments

Mo Haghbin · Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) · Jun 6, 2024 · at 9:36

Mo Haghbin, Head of Multi-Asset Solutions at Invesco, outlines the size and client reach of his division.

0:00 / 0:06exact quote · 6.9s
720p mp4 · rendered on demand · StarZero watermark
“Within the solutions group, we manage about eighty eight billion of assets, and that's pretty diverse across client type.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Mo Haghbin

Insight
Haghbin: Semi-liquid private fund structures cannot harvest the full illiquidity premium
“To harvest the illiquidity premium, you have to take on the illiquidity risk. There is no free lunch. So these products, I think, are great. They will give you substantially similar exposures, but that liquidity profile is going to lead to slightly different p…”
Mo Haghbin Jun 6, 2024 ▶ 39:39 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Allocators should be contrarian and invest in managers when struggling
“The best managers will end up being the worst managers, and sometimes you have to almost be a little bit of a contrarian on that. You want to allocate capital maybe at times where managers are struggling rather than delivering really, really good returns.”
Mo Haghbin Jun 6, 2024 ▶ 29:21 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Size and value are pro-cyclical, while quality and low-volatility are defensive
“Things like size and value tend to be more pro cyclical. Things like quality and low volatility tend to be counter cyclical. They're more defensive.”
Mo Haghbin Jun 6, 2024 ▶ 16:50 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Disclosure
Invesco is positioned pro-cyclically in small/mid-caps and value equities
“If I look at our current positioning, tends to be a bit more pro-cyclical. We tend to favor smaller and middle capitalization companies, value-oriented companies, because what we're seeing from the economy is actually Quite impressive.”
Mo Haghbin Jun 6, 2024 ▶ 19:17 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Insight
Haghbin: Asset allocation decisions drive most portfolio returns over bottom-up selection
“So I think as an industry, we spend a lot of time thinking about the bottoms up piece, idiosyncratic piece, but the majority of your return comes from your top down asset allocation decisions.”
Mo Haghbin Jun 6, 2024 ▶ 26:52 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Disclosure
Haghbin: Invesco scores internal and external managers using identical criteria
“There's no difference between how we think about the scoring of a manager, whether they're within Invesco or sitting outside of Invesco.”
Mo Haghbin Jun 6, 2024 ▶ 31:26 Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.