At Copia we believe that the art of investment portfolio construction lies in the raw science that underpins asset selection. We take a systematic approach to constructing portfolios for our clients, drawing on the scientific investment models used by the world’s most experienced and successful investors.
Effective asset allocation is ultimately the main driver of portfolio outcomes and Copia’s systematic approach to asset allocation is guided by our proprietary Risk Barometer. This ensures we can fully appreciate the potential impacts of market fluctuations and macroeconomic conditions to carefully balance the risks against potential rewards. Copia portfolios are constructed using a combination of ETFs, Index Funds and Actively Managed Funds and managed professionally using quantitative tools for risk management. Your clients will always get the highest possible transparency, diversification and risk control.
The objectives behind every investment will vary hugely according to each of your client’s stage in the investment lifecycle and their individual attitudes to risk. To cater to the broadest possible range of your clients’ requirements Copia offers a variety of purpose-built portfolios, each of which has been designed with very specific objectives in mind. And just as each investment portfolio is unique, so too are the management strategies we adopt. All highly individualised because every client has unique needs.
Copia’s Select Accumulation range has been designed to grow and preserve capital over the medium-to long-term. where there is a need for a portfolio diversified across multiple asset classes and geographies.
Copia’s Select: Short Duration Bond Portfolio has been launched to take advantage of the conditions in the bond market not seen since the Global Financial Crisis. It is designed to meet a cautious investor’s demand for a low risk greater total yield enhancement over and above that offered by cash.
The objective of the Select: RI range is to provide a durable income portfolio for a given level of risk for an investor who requires an investment proposition tailored to their specific decumulation needs.
The Copia Select Retirement Income Plus (RI+) portfolios are designed to provide more certainty of outcome in retirement. A purpose built decumulation portfolio strategy which complements a guaranteed solution offering attractive rates of income.
Copia’s Select ESG range has been designed to grow and preserve capital over the medium-to long-term and is constructed with MSCI ESG-compliant funds that are then screened for performance, ESG profile and value for money characteristics.
Copia’s Select Preservation model portfolio is designed to provide a broadly diversified model portfolio able to deliver real returns, whilst limiting the impact of downside risk over a medium to long term timeframe., constructed using a “blended” range of actively managed funds, ETFs and index funds.
Copia’s Select Blended portfolio range has been designed to grow and preserve capital over the medium-to long-term by investing in a blend of active and index tracking funds.
Copia’s Select Thematic portfolio is our thematic and factor based proposition. It has been created to complement our overall product portfolio proposition, offering an alternative choice within our wider range of portfolios.
Copia’s Select Volatility portfolio range is designed to target a clearly defined volatility objective, whilst maintaining exposure to assets with potential for real returns, designed for your clients with medium-term investment horizons where capacity for loss and capital preservation is a primary consideration.
Copia’s Select Decumulation Range is designed for your clients wanting a purpose-built income portfolio as part of their broader retirement plan and would be suitable for your clients approaching, or in the retirement phase of their investment lifecycle.
Copia’s Select Decumulation Range is designed for your clients wanting a purpose-built income portfolio as part of their broader retirement plan and would be suitable for your clients approaching, or in the retirement phase of their investment lifecycle.
Copia’s Select Thematic portfolio is our ETF-based ‘Smart Beta’ proposition. It was created to complement our overall product portfolio proposition, offering an alternative choice within our wider range of portfolios.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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