We understand the critical responsibility we are given when clients entrust us with their money which is why we decided to take a radical and effective approach to investment management: we ensure that the selection and vital day-to-day monitoring of those managing our clients’ money is being done by experts.
Our approach is to give you peace of mind
Achieving financial security does not happen by chance. It requires vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money. We understand the critical responsibility we are given when clients entrust us with their money which is why we decided to take a radical and effective approach to investment management: we ensure that the selection and vital day-to-day monitoring of those managing our clients’ money is being done by experts.
Quite simply, the aim of our investment approach is to give our clients peace of mind, allowing them to get on with their lives without having to worry about how their money is invested or by whom. We believe that this approach gives our clients the best chance of achieving superior investment results over the medium to long term.
Global relative and absolute return
Global tactical asset allocation
The cornerstone of our approach at Inova is our Investment Committee, which brings independent oversight to our Investment Management Approach.Put simply, its role is to ‘manage the managers’ on behalf of our clients. Its aim is to generate consistently superior investment results for them over the medium term.
To achieve this the Investment Committee focuses on three key areas:
- Selecting the best investment managers through a rigorous global research process.
- Continually monitoring the managers to ensure they maintain the standards for which they were selected.
- Changing managers where necessary through a seamless transition process which avoids any charges or tax consequences for investors.
Understanding your financial objectives
Determine your tolerance for risk and expectational reward
Identity potential obsticles
Creating a long term portfolio plan
Make asset allocation recommendations
Review anticipated returns and risk levels
Establish ongoing review schedule
Implement investment strategy
Phase in assets based on adventageous market pricing
Confirm portfolio details
Scheduled communication with the client
Monitor market oppurtunites
Rebalance asset allocation
Align strategy with changing investment goals