Firm
In the managed account platform industry since 1996, Innocap focuses on structuring and operating customized managed account solutions for sophisticated institutional investors across the globe.
Team
Relying on internal expertise, Innocap’s resource-based approach enables highly customizable managed account solutions to better fit specific institutional needs.
Expertise
In-house transversal knowledges
Global legal expertise
Structure
Customized investment vehicles
Negotiate
Trading documentation
Monitor
Regulatory changes
Robust governance oversight
Identify
Regulatory requirements
Assess
Potential risks
Mitigate
And control risks
Mitigating counterparty risk
Oversee
Service provider selection and manage relationships
Assess
Valuation of assets
Control
Treasury and collateral management
Thorough analysis through daily monitoring
Perform
Due diligence on external asset managers
Monitor
Investment guidelines, daily
Investigate
Investment decisions
Simulate
Scenarios and stress tests
Proprietary and flexible information platform
Manage
Information workflow process
Integrate
Data from multisource
Analyze
Quantitative information
Develop
Front-end tools
Services
Tailoring solutions to meet specific interests
Customized investment program
For asset owners in need of independent oversight of their external asset managers allocation
Tailored distribution platform
For distributors seeking to launch their own range of products
Independent investment vehicle
For asset managers seeking to offer their strategies in a given jurisdiction
Risk overlay
For financial institutions looking for “à-la-carte” services
Approach
Customizing managed accounts
History
Caisse de dépôt et placement du Québec acquires a stake in Innocap Investment Management Inc.
Launch of Innocap Global Investment Management (Ireland) Ltd.
Launch of Quebec Emerging Manager Program (QEMP)
Registration of Innocap Investment Management Inc. with the SEC as an investment adviser
BNP Paribas increases its stake in Innocap Investment Management Inc. from 25% to 50%
Launch of Canadian structure dedicated to Canadian investors (Limited Partnerships)
Strategic alliance with BNP Paribas
BNP Paribas acquires a stake of 25% in Innocap Investment Management Inc.
Introduction of Innocap’s Direct Access Program (DAP)
Creation of custom-made portfolios for clients
Registration of Innocap Investment Management Inc. with Canadian regulators
Firm services offered to third party capital
Inception of a Fund of Hedge Funds via managed accounts within National Bank of Canada’s Treasury operations