SUPPORT CIO
The premium offering for asset managers is the Ingenia Support CIO package. It not only gives you access to the entire Investment solutions suite, but the key difference is that we provide a personal point of contact with our Chief Investment Officer.
Our CIO, along with his team, have over 30 years of experience in global asset management. We provide investment views into our top clients, along with managing an existing global hedge fund, which we started in 2004.

Many platforms simply provide information and expect the Asset manager to know exactly what to buy, sell, and hold. However, Investment Solutions go the next and most important step and gives you all the Investment support you need. This involves:

Investment Contact

Ingenia is also aware that investors with a trading view of less than six months will have different investment requirements from those operating within risk-adjusted profiles. CIO Support will allow you to take advantage of Ingenia’s “best trading ideas”. These ideas extend across direct equities, fixed-income new issuance, and High-Yield ideas, as well as Foreign currency pair trades. This is a key differentiation from those that simply produce an ‘approved list’ to choose from in addition to our CIO to help you consider the validity of these ideas.

Short and Long Term Investment Horizon

Ingenia is also aware that investors with a trading view of less than six months  will have different investment requirements from those operating within risk-adjusted profiles. CIO Support will allow you to take advantage of Ingenia’s “best trading ideas”. These ideas extend across direct equities, fixed income new issuance and High Yield ideas, as well as Foreign currency pair trades. This is a key differentiation from those that simply produce an ‘approved list’ to choose from in addition to our CIO to help you consider the validity of these ideas.

Risk Management

Being able to discuss investment ideas is one side of the investment equation. The other is your approach to risk management. Ingenia does not simply let a purchased security be bought and forgotten. Ingenia believes in daily monitoring, so part of the support CIO offering, is to give you access to the regular monitoring process that is undertaken, which also provides a regular risk report on anything of concern.

Alignment of Interests

The strength of Ingenia’s investment decision making is supported by the fact that Ingenia has its own funds invested into the same products. This means there is a strong alignment to what Ingenia believes is the right investment decision with what they are recommending to their clients.

Support CIO is not an outsourced solution. Ingenia is not looking to replace your process or look to change what you do. It will however, work within your constraints to come up with the best available information to guide you, in the global management of your clients money.

 

KEY OFFERING