Copia offers cost effective and diversified multi-asset portfolios that are individually designed and personally managed to address your client’s varying needs. Differing investment objectives require alternative portfolio considerations and this ultimately translates to different asset allocation holdings.
Using the Copia Fund Screener, our investment team screens for the best options across thousands of available ETF (Exchange Traded Funds) on the London Stock Exchange. It is a proven mathematical tool designed to filter funds according to client investment criteria and then construct carefully risk-managed portfolios that are tailored to meet their specific objectives.
Source: London Stock Exchange, Bloomberg and Copia Capital Management
Our investment experts apply a quantitative screening process including Copia’s unique correlation clustering algorithm, to check ETFs for liquidity, cost efficiency (TER and spreads), adequate asset size, replication strategy, currency and consistency of performance relative to the underlying index.
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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