Scotia INNOVA Portfolios

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Adding unique value to your investments

Scotia INNOVA Portfolios offer you access to portfolio management expertise typically only available to institutional investors, and comprehensive portfolio diversification that's broad enough to encompass global opportunities, yet precise enough to capitalize on promising individual securities.

The portfolios apply the principles of strategic asset allocation to focus on seizing growth opportunities at the level of risk that suits you. Working with your advisor, you can select a portfolio that can help meet your specific needs – whether you’re seeking steady investment income today or maximum investment growth in the years to come.

Exacting Investment Process

Our process is detailed and rigorous but we never forget that our mission is something personal – helping you reach your financial goals. Here’s how we do it:

• Quantitative analysis
  Seek out fund managers with proven track records and a history of long-term investment success.
• Portfolio optimization
  Focus on minimizing the risks associated with over-exposure to any particular manager, sector or region, while seeking to maximize risk-adjusted returns.
• Portfolio construction
  Employ a strategic asset allocation approach to reduce risk by spreading assets among a variety of fund objectives and investment styles.
• Ongoing oversight, due diligence & rebalancing
  Rebalance the portfolios on an ongoing basis through monthly, quarterly, and annual portfolio reviews

Scotia INNOVA Portfolios are part of a modern breed of investment solutions - bringing a degree of sophistication usually only offered by private wealth managers to the pursuit of your financial goals, while offering the simplicity of a single portfolio solution.