Every successful investment partnership is grounded in data and based on a mutual appreciation of risk. Copia’s highly successful and scientific investment methodology is guided by our specially developed, proprietary 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.
“Risk On”
More exposure to equities
A score of +1.0 indicates an extremely positive economic outlook, which is accompanied by a high probability of positive returns in risky asset classes like equities. The Risk Barometer tilts our portfolios towards equities during such periods.
“Risk Neutral”
Moderate exposure to equities
A score of 0 indicates a neutral economic outlook with almost equal probability of positive and negative returns in risky asset classes like equities. The Risk Barometer maintains a balance between equities and other asset classes during such periods.
“Risk Off”
Less exposure to equities
A score of -1.0 indicates an extremely poor economic outlook, which is accompanied by a high probability of negative returns in risky asset classes like equities. The Risk Barometer tilts our portfolios away from equities during such periods.
We use the Risk Barometer to help you manage investment uncertainty for your clients. Our Quant Model looks at economic indicators and current investment prices to predict the future economic outlook. The Risk Barometer adds an additional layer of protection for clients, tilting portfolios towards safer asset classes during periods of uncertainty to further reduce client exposure to riskier investments.
Notice:
The performance of each asset class is represented by certain Exchange Traded Funds available to UK investors and expressed in GBP terms selected by Copia Capital Management to represent that asset class, as reported at previous Thursday 4:30pm UK close. Reference to a particular asset class does not represent a recommendation to seek exposure to that asset class. This information is included for comparison purposes for the period stated, but is not an indicator of potential maximum loss for other periods or in the future.
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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