Presentation: Investing In The Best Canadian Stocks
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.
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.
Web Site: www.horizonsetfs.com
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.
Web Site: www.nasdaqomx.com
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.
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.
Web Site: www.tmx.com
With more than 25 years of experience in various senior positions within traditional and alternative portfolio management firms, Louis is the co-founding partner of IAM. Louis holds a Bachelor’s degree in Business Administration from Laval University. He is a co-founder of the Emerging Managers Board of Canada.
François Soto CFA, MBA, FRM, CIM
With more than 10 years of experience in the financial services industry, François brings extensive background and innovation in the field of quantitative finance to the firm. He currently oversees portfolio management activities for TSX:INOC. François holds both a BBA degree and an MBA from HEC Montreal. He is also a CFA charterholder, a FRM charterholder and a CIM charterholder.
With 25 years of experience in various senior positions including 15 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.
Mrs. Hussain was account executive and analyst at Inovestor before joining Inovestor Asset Management in 2019 as assistant Portfolio Manager. She is a frequent contributor to the Globe & Mail.
Rene joined Inovestor Asset Management in 2018
Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors and institutional investors.
Inovestor Asset Management (IAM)
1097 St-Alexander St. Suite 400
Montreal (Qc) Canada, H2Z 1P8
(514) 287-0011 ext. 68
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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
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.