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

Low Management Fee (MER 0.65%)

Investing in Canadian stocks with the highest EVA

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

INOC Recent Trades – 2020Q3

BUYS SELLS
Quebecor (Inc. (QBR.B) Magna International (MG)
Stella-Jones (SJ) Sun Life Financial (SLF)

Important Announcement

We are proud that the Horizons Inovestor Canadian Equity ETF was successfully launched on November 14th, 2017. As you can see below, we selected the industry leaders for this project. We thank all clients who have shown interest and commitment for this new product.

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.

www.horizonsetfs.com

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. For more information regarding the methodology behind the index, please visit the link below.

www.nasdaqomx.com

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.

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.

www.tmx.com

Our Services

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

Contact Us

Inovestor Asset Management (IAM)
1097 St-Alexander St. Suite 400
Montreal (Qc) Canada, H2Z 1P8

(514) 287-0011 ext. 36

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 More Details

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.