RETURNS MATTER, BUT BEHAVIOUR MATTERS MORE
Innova believe in constructing portfolios that work with
investor behaviour, rather than against it.
OUR CORE BELIEFS
RISK DEFINED MANAGED PORTFOLIOS
TRADITIONAL MANAGED PORTFOLIOS
MEET THE TEAM
“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 clients portfolios.”
Dobbrick Financial Services
FROM OUR NEWS & INSIGHTS
Portfolio Insights June 2017 – It’s time to include risk measures alongside super investment returns
In this article written back in June 2017 Dan Miles discusses why it is time to include risk measures alongside super investment returns. The message of this article is still just as relevant today, many super funds are taking excessive amounts of risk in order to be amongst the strongest performing funds however it is investors who will ultimately pay the price when the next market downturn strikes.read more
In this article Sophie Temperton discusses why nothing has really changed in the financial services industry post the global financial crisis. People are still continuing to invest in the highest performing funds whilst largely ignoring risk and the industry as a whole still does a poor job of including risk measures alongside returns.read more
In this article Dan discusses the often large discrepancies between time weighted returns and money weighted returns and how this can lead to misleading reported performance results for investors.read more
If you would like to understand more about the benefits of partnering with Innova, please get in touch with us.