Offering

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

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