Investment philosophy and approach
Copia provides a Discretionary Fund Management service available via the Novia Financial plc platform for custody and administration in the UK, and via the Novia Global platform internationally. The investment approach uses proprietary quantitative algorithms as an asset allocation and risk management tool. Set up by Novia Financial plc in 2013, Copia offers a range of portfolios with different objectives to address different client needs.
A scientific toolkit designed for portfolio management
Copia’s proprietary toolkit comprises of three key capabilities for designing and managing portfolios:
1. Quantitative Investment Model
The model takes in hundreds of market and economic variables to estimate expected risk and return for different asset classes.
2. ETF Screener
There are approximately 1,800 ETFs available on the London Stock Exchange. Copia’s ETF Screener filters the ones that qualify for inclusion in their portfolios.
3. Optimisation Tool
Their optimisation tool looks at expected risk-return metrics of different asset classes and their correlations in order to create optimised portfolio weightings for a given portfolio objective.
The Copia portfolio ranges and investment process
The Copia portfolio ranges all have different objectives requiring varied approaches to portfolio design but using the Copia investment process and capabilities. They are designed and developed to address different Adviser considerations and targets to help support client needs – whilst all being managed to a consistent investment process throughout. Each portfolio range contains a selection of different risk profiles to help Advisers select the right portfolios for their clients.
The three states of the Copia investment process:
- Set Portfolio Objectives to meet client needs
- Focus on Asset Allocation to match and maintain those objectives
- Deliver smarter Portfolio Construction with screened ETFs and realign
Whilst quantitatively driven, the investment team retains oversight and control over the entire investment process.
Find out more at www.copia-capital.co.uk
Speak to your global contact or for general enquiries:
T: +44 (0) 845 850 8880*
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