Our Tools

OUR TOOLS

Copia has developed a world class proprietary toolkit to underpin all DFM investment management activities. Our toolkit comprises four universal capabilities required for designing and managing successful, industry leading portfolios:

Optimisation Tool

Copia’s investment optimisation tool examines the expected risk-return metrics for different asset classes and their correlations, in order to create optimised portfolio weightings for a given portfolio objective. This is subject to certain parameter constraints.

Risk Barometer

This unique tool is available only to Copia’s clients. It takes the predictive output from our Quant model ensuring that all tactical asset allocation decisions are driven by a sound quantitative process, reducing manager risk and behavioural biases.

Quant Model

Designed by investment experts, Copia’s proprietary Quant Model scans hundreds of market and economic variables to estimate the expected risk and return for different asset classes. Our team uses this output to help inform client decision making, because evidence clearly supports the view that there is a mathematical relationship between market and economic variables and asset class risk-return expectations. Copia uses the outputs of the Quant Model to form our unique Risk Barometer.  Each week, the Copia Risk Barometer score is published for all clients, displaying our overall risk score for the market and giving client’s rigorous assurances about the likely performance of their portfolios.

Fund Screener

Selecting the right funds for a client portfolio is a real minefield if you don’t have access to professional screening tools. There are currently over 1,900 ETFs (Exchange Traded Funds) available on the London Stock Exchange. How do you evaluate them objectively? Copia’s Fund Screener does it for you, filtering out the ones with the right criteria to qualify for inclusion in our portfolios. Our investment advisers apply a quantitative screening process that checks ETFs for liquidity, cost efficiency (TER and spreads), adequate asset size, replication strategy, currency and consistency of performance relative to the underlying index.

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

Advisers, staff of professional firms and other eligible counterparties

I work for an advisory / professional firm or other eligible counterparty.

I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.

Customers and prospective customers

I confirm that I am resident in the UK or other EU Country and I am not a US citizen.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.


The content of this website may only be viewed by persons that meet either of the above conditions.  If neither option is applicable please click here which will close this webpage.