RETURNS MATTER, BUT BEHAVIOUR MATTERS MORE

Innova believe in constructing portfolios that work with

investor behaviour, rather than against it.

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ABOUT US

Innova is a boutique risk focused portfolio manager that has been managing client portfolios since 2010. Innova was founded on the principles of providing robust and research-intensive insights to help investors meet their financial goals. The firm focuses on managing the multi-faceted nature of investment risk for clients. To achieve this, Innova has a built a proprietary risk management framework in conjunction with Milliman Group, one of the world’s largest actuarial and financial risk management firms.

OUR CORE BELIEFS

Returns matter, but behaviour matters more.

Diversify by underlying risk factor, not asset class

Price drives long-term returns

Diversify when it makes sense, not merely for the sake of it

Asset allocation is the most effective tool for managing risk

Build robust rather than optimal portfolios

Asset class risks are driven by their underlying risk factors

OUR SOLUTIONS

RISK DEFINED MANAGED PORTFOLIOS

Innova’s ‘Risk-Defined’ managed portfolios focus on ensuring that portfolio risk is managed within very specific limits. This is achieved through the application of Innova’s proprietary risk allocation process within a relatively unconstrained asset allocation framework. We use various risk measures as the benchmarks for these portfolios and then allow the asset allocation to vary according to the level of risk inherent in each asset class.

TRADITIONAL MANAGED PORTFOLIOS

Innova’s traditional portfolios utilise a Strategic Asset Allocation (SAA) framework in conjunction with Innova’s proprietary portfolio construction and investment selection process to deliver sustainable real returns over time. Whilst, the portfolios are designed with a ‘traditional’ advice framework in mind, they are still tightly controlled in terms of risk. Innova’s Traditional Portfolios are offered in five investment profiles across the risk/return spectrum – Conservative, Moderately Conservative, Balanced, Growth, and High Growth.

MEET THE TEAM

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“Innova have been part of our business since the early 2000’s and we have been through every type of market cycle with them, including the GFC.  Through the tough times, they have always stayed true to their core beliefs and helped manage risk in our client’s portfolios.”

Ryan Dobbrick, 

Dobbrick Financial Services

FROM OUR NEWS & INSIGHTS

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Portfolio Insights August 18

Every dollar is equal in value – at least until it is held by an individual. Each person is riven with emotions, desires and goals that change their perceptions about the value of money. They place it in buckets, often based on the source of the money and its intended use. It’s a process also known as ‘mental accounting’ and the ways it can work against investors are well known.

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If you would like to understand more about the benefits of partnering with Innova, please get in touch with us.