Investment Management
NQICA
Nasdaq Inovestor Canada Index
Harness the stock selection power of Inovestor through the Nasdaq Inovestor Canada Index (NQICA). This strategy is replicated by Global X Inovestor Canadian Equity Index ETF (INOC:TSX), an investable product.
Harness the stock selection power of Inovestor through the Nasdaq Inovestor Canada Index (NQICA). This strategy is replicated by Global X Inovestor Canadian Equity ETF (INOC:TSX), an investable product.
4%
The NQICAT strategy outperformed the S&P/TSX by 3.9% as of July 31st, 2024*
25
Curated selection of quality Canadian companies trading at a reasonable price.
11+
11/15 calendar years strategy outperform the S&P/TSX.
Industry Leaders in INOC
Fund Manager
Inovestor made a partnership with Global X Investments Canada Inc. The company acts as Manager, Investment Manager and Trustee of our Global X 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, Global X Investments Canada Inc. 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.Global X Investments Canada Inc.
Index Manager
Inovestor has partnered with Nasdaq to create the Nasdaq Inovestor Canada Index (NQICA), which tracks the Inovestor Canadian Equity Model Portfolio Strategy. The index is equally weighted, calculated intraday, and disseminated once per second. For more information regarding the methodology behind the index, please visit the link below.
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.
Investing in Canadian stocks with the highest EVA
Data-Driven, Customized and Cost-Effective Investment Solutions for Institutions and Advisors
Research
- Driven by research papers to develop strategies, monitor risk, and continuously optimize portfolios.
- Backtesting tools used to validate research findings—not to data mine for favorable results.
Insights
- Grounded in rigorous methodologies, including the Economic Value Added (EVA) approach.
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Gain a deeper understanding of market dynamics with proprietary analytics.
Solutions
- Access our proprietary quantamental strategies, supported by experienced portfolio managers.
- Invest in customized index-like strategies, designed and managed by Inovestor.
Inovestor Asset Management Team
Pascal Lefrancois
President
As Inovestor’s founder, Pascal brings over two decades of high-level financial services experience to his current roles as the company’s president.
Sabrina Godin
Chief Compliance Officer
Sabrina brings a wealth of experience to the position as a CPA with a Concordia University accounting degree. She navigates complex compliance landscapes with precision thanks to her attention to detail and thorough understanding of regulatory framework. Her proactive, analytical approach and unwavering commitment to integrity ensures our organization operates with the utmost compliance and accountability.
Anthony Ménard
Portfolio Manager
Anthony is dedicated to the continuous improvement of investment strategies. As the portfolio manager for our ETF, INOC:TSX, he oversees its management and performance. He holds a Bachelor’s degree in Economics (B.Sc.) and a Master’s degree in Finance (M.Sc.) from the University of Sherbrooke, along with the Chartered Financial Analyst (CFA) designation.
Thierry Vallée
Vice President & Associate Portfolio Manager
Thierry has more than 25 years of portfolio management & investment research experience. Prior to joining IAM, he was a Senior Portfolio Manager at Russell Investments, responsible for managing institutional accounts as well as Russell’s Canadian Equity funds. Thierry earned a M.Sc (Finance) from Université de Sherbrooke in 1994 and is a CFA charterholder.
Contact us
Inovestor Asset Management
1097 St Alexandre Street, Suite 400
Montréal, QC H2Z 1P8
(514) 287-0011
