LONDON, October 5, 2015 /PRNewswire/ --
Canaccord Genuity Wealth Management is pleased to announce that its award-winning range of volatility-capped portfolios have been rebranded as GPS Optimized Portfolios, as part of the firm's Global Portfolio Solutions (GPS) investment range.
Previously known as REMAP, the portfolios offer a unique investment solution by providing a powerful tool for managing volatility and risk, which can complement any wealth strategy.
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments. Equity selection is supported by Quest® and incorporates expertise from Canaccord Genuity Global Strategists Robert Jukes (UK) and Tony Dwyer (US). The proprietary Market Stress Indicator (MSI) helps to identify periods where markets might be vulnerable to meaningful declines and endeavours to cap risk whilst continuing to deliver to a smoother more confident path toward achieving client investment objectives.
This process has been recognised as a best-in-class investing discipline and the portfolios are only available from Canaccord Genuity Wealth Management in the UK and Canada. The successful investment strategy received the Gold Standard Award for Discretionary Portfolio Management in 2012 and 2013, as well as a five-star rating by independent research firm Defaqto in 2014 and 2015.
Since inception, GPS Optimized Portfolio 5 (previously known as "REMAP 5") has outperformed the ARC GBP Balanced PCI by 8.4%. For the most recent 1 and 3 year periods, the portfolio has outperformed the ARC GBP Balanced PCI by 3.0% and 4.4% respectively.
David Esfandi, CEO of Canaccord Genuity Wealth Management in the UK commented "Our GPS Optimized Portfolios have been providing clients with both steadier returns and consistent outperformance. Now with the added advantage of input from our global investment experts and the inclusion of direct equities in the models, we are confident that this service will continue to deliver measured returns with limited volatility."
ABOUT CANACCORD GENUITY WEALTH MANAGEMENT
Canaccord Genuity Wealth Management provides comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. Canaccord Genuity Wealth Management is a division of the Canaccord Genuity group and operates in the UK as Canaccord Genuity Wealth Limited. Canaccord Genuity Wealth Management has Investment Advisors (IAs) and professionals in Canada, Australia, the UK, the Channel Islands and the Isle of Man. For more information, visit http://www.canaccordgenuity.com
Quest® is Canaccord Genuity's proprietary offering of online analytical tools, valuation models and market commentary. By encompassing quantitative analysis, interactive online models, analytical tools and idea-driven research publications, the Quest® platform offers a unique approach for examining corporate wealth creation and valuation. Global strategists, equity research analysts and fund managers rely on Quest® to combine proprietary equity analytical techniques with a wide range of more conventional financial analyses. Quest® supports both idea generation - through the numerous screening tools; and idea validation - through individual company analysis and peer group comparison. Additionally, Quest® provides the foundation for numerous Canaccord Genuity offerings and services. For more information, visit
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SOURCE Canaccord Genuity Group Inc.