Investments
The Qopia Investments Difference
Qopia Investments with iA Private Wealth, has tailored a proprietary investment strategy that focuses on a CORE portfolio of diversified investments along with a TACTICAL allocation model focused on outperforming within its risk tolerance and investment objective.
The CORE of the portfolio encompasses a global approach within its investment mandate to mitigate risk and aim for top-tier, risk-adjusted returns. The TACTICAL allocation works to take advantage of market deficiencies and/or favourable conditions within sectors and industries, looking for outperformance on an annual basis.
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Core Investments
40% Public Equity
Incorporating publicly traded investments.
25% Public Debt
A mix of corporate and government bonds.
5% Private Debt
Debt opportunities are not available on the public market.
5% Private Real Estate
Utilizing inflation-protected assets for growth.
5% Liquid Alternative Investments
Smart cash-flow generating investments.
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Tactical Investments
Smart investments that capitalize on market conditions.
Tactical Investments
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Disclaimer: portfolio allocations are based on your risk tolerance and financial plan. The portfolio examples provided are for demonstration only. Individual portfolio construction may vary.
About Qopia Investments
Professional Oversight Driven by a Committee
Our Qopia Portfolios are continuously reviewed and vigorously tested. The individual holdings can vary between active and passive strategies. Many of our holdings contain third-party investment strategies and due diligence processes. Our competitive advantage comes from utilizing our team of Portfolio Managers, Wealth Advisors, and Luke Demjen, CFA to have visible oversight above and beyond the third-party’s process.
Our Portfolio Managers and Wealth Advisors work to review every position within the portfolio on an ongoing basis while comparing our third-party held positions with their largest competitors. Our committee of Portfolio Managers and Wealth Advisors meet monthly with our analysts and discuss market headwinds, gaps in the marketplace, and improving sector specific holdings to create risk-adjusted opportunities within our portfolios.
This process creates several layers of supervision to help with risk management and having conviction and discipline in our long-term strategy for our clients.
Tools from the Professionals
Financial Tools & Resources
We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, and more