RETURNS MATTER, BUT BEHAVIOUR MATTERS MORE
Innova believe in constructing portfolios that work with
investor behaviour, rather than against it.
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 October 18 – Familiarity Bias
In this article we discuss familiarity bias, a type of mental shortcut that substitutes the correct answer with what’s familiar rather than what’s right. This can often lead to excessive risk and poor decision making and many portfolios betray the effect of familiarity bias in their construction.
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Portfolio Insights July 17 – Dig deeper before diving in (Part 2)
Not all investment managers and consultants are the same. In this final installment of a two-part series, Innova’s Dan Miles considers the benefits – and risks – they bring to managed accounts.
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Portfolio Insights July 17 – Dig deeper before diving in (Part 1)
Managed Accounts offer many benefits. In the first of a two-part series, Innova’s Dan Miles shows why and compares in-sourced versus outsourced investment management.
read moreIf you would like to understand more about the benefits of partnering with Innova, please get in touch with us.