Managed Account Portfolios.
Introducing Collective Wealth Advisers’ trusted partnership with Innova Asset Management, a leading name in portfolio management. Together, we’re dedicated to guiding you through your investment journey with expertise, reliability, and a commitment to your financial success.
Managed Account Portfolios.
Introducing Collective Wealth Advisers’ trusted partnership with Innova Asset Management, a leading name in portfolio management. Together, we’re dedicated to guiding you through your investment journey with expertise, reliability, and a commitment to your financial success.
About Innova Asset Management.
Innova is a boutique portfolio management firm that has been managing diversified managed account portfolios since 2010. At the core of its investment philosophy is the understanding that while returns matter, investor behaviour matters more.
That’s why Innova has designed their portfolios to work with human behaviour, not against it. By setting rational risk limits and following a proven risk management framework, they ensure that the team never chases returns at the cost of taking on unjustifiable levels of risk.
It’s not just about market volatility – there are many factors that can throw your investment strategy off course, and often, the biggest risk is ourselves.
INVESTMENT PHILOSOPHY
Risk varies by individual, but the most critical risk is not meeting your goals.
When it comes to investing, risk can mean different things to different people. But at the core of it all, the most important risk to consider is the risk of not achieving your goals. It’s not just about market volatility – there are many factors that can throw your investment strategy off course, and often, the biggest risk is ourselves.
That’s why Innova has designed their portfolios to work with human behaviour, not against it. By setting rational risk limits and following a proven risk management framework, they ensure that the team never chases returns at the cost of taking on unjustifiable levels of risk.
Returns matter but investor behaviour matters more.
Even the most well-designed investment plan can be derailed by destructive investor behaviour.
Price drives long term returns.
Evidence shows that valuation (price) is the only metric that has any meaningful influence on long-term returns.
Asset class risks are driven by their underlying risk factors.
There are many inter-connected risks across asset classes. Understanding these drivers of risk is crucial for portfolio construction.
Diversify by underlying risk factor, not asset class.
Diversification should be across the various drivers of portfolio risk to construct portfolios that are truly robust during market downturns.
Asset allocation is the most effective tool for managing risk.
The vast majority of the variability in portfolio returns comes from portfolio asset allocation, rather than security selection.
Build robust rather than optimal portfolios.
Investment forecasts involve uncertainty, so we don’t try to construct an optimal portfolio, Innova instead construct portfolios that are resilient across different market conditions.
Diversify when it makes sense, not for the sake of it.
When potential upside is high and prices are low, concentrate. When potential upside is low and prices are high, diversify.
Start your managed portfolio today.
Investment Process
Innova Asset Management’s investment process prioritises stability, diversification, and consistency. With Innova, investors can navigate the complexities of the market with confidence, knowing that their portfolios are built on a foundation of research, analysis, and experience.
The firm’s approach to risk management centres on understanding the interdependencies among various drivers of portfolio risk. Instead of relying solely on asset classification, Innova focuses on identifying the primary drivers of return variability within each asset class, referred to as factors. By analysing short-term and long-term forecast returns for these factors, they ensure that portfolios are adequately compensated for the risks they undertake.
Meet the Innova Senior Leadership Team.
Innova’s core leadership team has a long history of working together, with a deep knowledge of managed accounts and the complexities involved in running these kinds of portfolios.
Dan Miles
Managing Director & Co-Chief Investment Officer
Dinyar Irani
Chairman & Co-Chief Investment Officer
Shane Wang
Head of Research
Together, Collective Wealth Advisers and Innova Asset Management are committed to helping you achieve your financial goals.
Aaron Steer
Collective Wealth Advisers Today. Tomorrow. Together.
ABN 54 139 889 535 AFSL 357306