Solutions

Innova manage money with the key focus on managing risk and its multiple dimensions for clients.

 

For retail clients, we operate as an extension of the advice process with the aim to expose clients to only those risks appropriate to their individual circumstances.  And fully embrace the new technology which enables personalised investment solutions.

 

Innova manage two distinct multi-asset class portfolio styles for retail clients:

 

  1. A ‘Traditional’ style based on industry-standard asset allocation benchmarks together with Innova’s proprietary dynamic asset allocation process, and a complementary protection overlay.
  2. A ‘Risk-Defined’ style which focuses on ensuring that portfolio risk is managed within very specific limits by applying Innova’s proprietary dynamic asset allocation process within a relatively unconstrained asset allocation framework.

 

Innova offer both styles with a high degree of functionality in terms of underlying investment vehicles and strategies. Additionally, the ‘Risk-Defined’ style is also offered in a low cost, format.

 

For institutional clients, Innova provide an advisory service based on a deep understanding of risk factors and their role in constructing and managing portfolios.

 

Traditional Managed Portfolios

Innova’s ‘Traditional’ managed portfolios incorporate industry-standard strategic asset allocation benchmarks together with Innova’s proprietary dynamic asset allocation process, and a protection overlay to provide equity downside protection against large market draw downs.

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Risk-defined Managed Portfolios

Innova’s ‘Risk-Defined’ managed portfolios focus on ensuring that portfolio risk is managed within very specific limits. The ‘Risk-Defined’ style is based on relatively unconstrained asset allocation and Innova’s proprietary dynamic asset allocation process.

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Tailored risk factor consulting

Innova provide an advisory service for institutional clients based on a deep understanding of risk factors and their role in constructing and managing portfolios.

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