INOC - ETF by IAM

Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors and institutional investors.

We are a dedicated and experienced team that united their efforts to focus on generating value added for our clients by focusing on the EVA methodology.

Insights

We leverage more than 25 years of industry experience to deliver innovative financial research. Our coverage includes:

  • Monthly screenings using the analytical platform Inovestor for Advisors
  • Monthly intelligence reports of the Canadian ETF industry
  • Monthly tactical strategies to generate alpha

Solutions

We put our research insights into practice by creating scalable, cost effective and turn-key investment solutions to meet our clients needs. We offer factor-based Model Portfolio Strategies built upon our philosophy of Quality at A Reasonable Price (QARP).

We seek to generate long-term capital appreciation, to consistently outperform the benchmarks and to offer a low portfolio turnover.

Customized

We deliver a broad range of investment insights and solutions tailored to our clients’ needs. These include but are not limited to ad-hoc research and custom Model Portfolio Strategies.

We are committed to guide our clients reach their goals, regardless of their investment objectives and constraints.

Please contact us so we can start building a lasting relationship based on trust, honesty and integrity.

4.2%

Strategy that outperformed
the S&P/TSX by 4.2% as of
August 31, 2020.

25

Curated selection of quality
Canadian companies trading
at a reasonable price.

50 BPS

Low Management Fee
(MER 0.65%)

NASDAQ Canadian Equity Index

Investing in Canadian stocks with the highest EVA

We select only the industry leaders
for the Inovestor Asset Management (IAM) project

Fund Manager

Inovestor made a partnership with Horizons ETFs Management. The company acts as Manager, Investment Manager and Trustee of our Horizons Inovestor ETF.

The Manager is responsible for arranging the provision of administrative services required by the ETF. The Manager will also provide investment advisory and portfolio management services.

Sub-Advisor

Inovestor’s affiliated company Inovestor Asset Management (IAM) acts as Sub-Advisor of the Manager, Horizons ETFs Management.

The Sub-Advisor offers its experience managing multifactor portfolios. The company is responsible for meeting the defined investment objective of the ETF and providing the investment strategies to the Manager on a quarterly basis.

Benchmark

Inovestor made a partnership with Nasdaq to create the Nasdaq Inovestor Canada Index (NQICA) which tracks the Inovestor Canadian Equity Model Portfolio Strategy.

The index is equal weighted, calculated intraday and disseminated once per second.

ETF Listing

The Manager is currently listing the Units on the Toronto Stock Exchange (TSX). The Units received conditional approval and satisfied the TSX’s original listing requirements.

Investors are able to buy or sell Units of the ETF on the TSX through registered brokers and dealers in the province or territory where the investor resides.

Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors and institutional investors.

The team responsible for
our numbers

Christian
Godin

Senior Portfolio Manager

With 27 years of experience in various senior positions including 17 years in equity management and 10 years in capital markets research, Christian brings extensive background and knowledge in equity investing.

He currently oversees portfolio management activities for our Canadian equity strategy INOC:TSX.

Christian holds a B.A.A. commerce from l’UQAM and a M.Sc. Finance from the HEC.

Amine
El Kaouachi

Chief Compliance Officer

Before joining IAM, Amine held securities trading, quantitative research and investment management at leading sell-side institutions and pension funds, including JP Morgan, the Royal Bank of Scotland, RBC Capital Markets, Caisse de dépôt et placement du Québec, and CPP Investment Board.

He holds a B.A. Economics with Mathematics and Finance from McGill University and a M.Sc. Financial Engineering from HEC Montreal. He also obtained the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Anthony
Ménard

Analyst

In collaboration with Christian, Anthony works mainly on improving the investment strategies while monitoring the current portfolio.

Prior to joining Inovestor Asset management, he worked for a top-down asset manager and a family office.

Anthony holds a Master's degree in Finance and a Bachelor's degree in Economics from the University of Sherbrooke. He is also a Level 3 CFA candidate.

Kimberly
Yip Woon Sun

Analyst

Kimberly works, in collaboration with the Portfolio Manager, on ESG equity research and factor-based investing.

Prior to joining Inovestor Asset Management, she worked as an ETF Analyst for Inovestor Inc. and as a Hedge Fund Performance Analyst for a U.S. company.

Kim holds a Bcomm in Finance and Accounting from Concordia University. She is a Level III CFA candidate.

INOC Recent Trades - 2021Q2

BUYSSELLS
North West Company Inc (NWC)Evertz Technologies Limited (ET)
GDI Integrated Facility Services Inc. (GDI)Quebecor, Inc. (QBR.B) 

Have a Complaint?

If you have a complaint about Inovestor Asset Management business practices or services, you may file a complaint via email or by mail. Please read our Client Complaint Procedure for more details.

Client Complaint Procedure

*The alpha is calculated using the compounded annualized return of the strategy (NQICAT) from inception on April 30, 2008 through June 30, 2021 minus the annualized return of the S&P/TSX TR using the same period. The performance is gross of fees. The calculation methodology is time weighted, using monthly data.

Inovestor Asset Management is registered as Discretionary Portfolio Manager with the AMF in the province of Quebec and the OSC in the province of Ontario.

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