Model Portfolio Solutions

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:

1. Set Portfolio Objectives to meet client needs
2. Focus on Asset Allocation to match and maintain those objectives
3. 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

Contact:

Speak to your global contact or for general enquiries:

T: +44 (0) 845 850 8880*

E: info@copia-capital.co.uk

www.copia-capital.co.uk

*Lines are open Monday – Friday from 9am to 5pm except for Bank Holidays

Calls to this number from residential lines cost 5p per minute, plus your phone company’s access charge. Charges from business phones may vary.

EQ Investors is an award-winning, boutique wealth manager providing investment management services to individuals, small businesses and charitable endowments. On behalf of the financial advisers we work with, we cater for clients with a few thousand pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest. EQ Investors is also a founding B corporation in the UK, believing in business as a force for good. 

The EQ Positive Impact Portfolios

Launched in 2012, the EQ Positive Impact Portfolios are a range of sustainable and impact investment solutions suitable for retail investors. They are designed for clients who want to go beyond ethical or social 'avoidance strategies'.

The EQ investment team has spent several years researching investments from across the socially responsible, ethical, sustainable and impact investment markets and has developed rigorous scoring methodologies. These help us to measure the degree of intentionality of a particular fund to have an impact on society and the environment as well as the real impact it has achieved. We attempt to identify where one can genuinely make a difference with investment capital, while not compromising on performance.

EQ's Investment Team is highly regarded for its expertise in the measurement of social and environmental impact. We demonstrate that responsible use of investment capital can help to tackle many of the environmental and social issues existing today.

As a result, our portfolios will give your clients the confidence to know they are investing in the fund managers who actively seek out social and environmental improvements over and above simply avoiding vices, thereby providing a more 'positive' or 'intentional' investment proposition.

The EQ Positive Impact Portfolios are not just about selecting investments that do good. They are also about selecting good investments. Alongside our social and environmental research processes, our investment management team apply all their knowledge to find investments which we believe have the potential to beat equivalent but less responsibly managed funds in terms of the financial returns they can deliver. We then build portfolios which we believe provide sustainable outperformance versus peers. 

Key features of the offshore model portfolios available via the Novia Global platform:

• A differentiated solution focused on investments with a significant and positive contribution towards people and planet
• A range of model portfolios with different risk profiles denominated in sterling, euro and US dollars
• A totally independent investment team conducting thorough financial due diligence and impact assessment
• Investing only in FCA recognised funds offering daily liquidity
• Attractive to overseas based investors, non-UK domiciles, offshore trust and fiduciary companies
• Award-winning investment and impact expertise
• Annual Management Charge: 0.35%

Want to know more?

If you would like more information about the EQ Positive Impact Portfolios or wish to meet our investment team please feel free to contact us.

Email: positive@eqinvestors.co.uk
Phone: 0207 488 7181
Further information: Please visit our website https://eqinvestors.co.uk/dfm/

When we created LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put your clients first by providing a transparent service, designed around what is right for them.

In the years since, we have been turning this vision into a reality. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from a number of disciplines. We offer an experienced, personalised, flexible approach to investment management across a range of asset classes.

After a successful nine years, we now have over £7 billion in funds under management, over 240 members of staff and 43 partners.

We offer a wide range of services and solutions. Available via the Novia Global platform is our Offshore Model Portfolio Service, illustrated below:

Offshore Model Portfolio

We offer a suite of six risk managed, unconstrained multi-asset model portfolios dominated in sterling, euro and US dollars. We have a suite of five “volatility” controlled model portfolios as well as an income led strategy which have been very successful in providing our IFA partners a credible, well managed “outsourced” solution for clients. The offshore model portfolios are managed and custodied from Jersey, and can also be accessed via a select range of third party platforms. There is a key emphasis on every offshore model to deliver superior risk adjusted returns over the medium to longer term.

Onshore we also offer a suite of five “volatility” controlled model portfolios as well as an income model portfolio.

Why choose our offshore MPS for your clients?

• Our offshore MPS is a dynamic and forward looking investment proposition. We undertake to actively manage your clients’ assets, responding to changing market conditions and the opportunities that occur throughout the market cycle.
• Our offshore MPS allows your clients to benefit from our well-researched investment solutions that may not be as accessible in their country of residence.
• Our offshore MPS can provide your clients protection from a depreciating domestic currency.
• Our offshore MPS allows your clients to access our award-winning investment expertise and enjoy reduced portfolio risk by having their assets managed and diversified internationally.
• Our offshore MPS is attractive to a broad range of “internationally focussed” clients such as non-UK domiciles, traditional overseas based investors, offshore trust and fiduciary companies as well as retirees in QROP and QNUP structures.

Contact our team for further information:

Michael Moss
Business Development Director

+44(0)79 4666 6973
michael.moss@lgtvestra.com

• Based in Geneva, Switzerland, Secure Wealth Management (SWM) provides actively-managed ETF portfolio solutions with an ESG focus
• SWM has an outstanding 11-year track record, delivering significant outperformance with every ETF strategy and on every time horizon (see the fact sheets on the “Our Portfolios” page).
• SWM ETF portfolios are available as models on the Novia platform.
• SWM offers 5 core global portfolios consisting entirely of highly-liquid ETFs. The portfolios are graded across the client risk spectrum.