Innocap

Market volatility presents both challenges and opportunities for institutional allocators. Joshua Kestler and Ben Yaffee examine how structure affects agility. In rapidly changing markets, the ability to understand exposure and adjust positions quickly becomes crucial. The Covid-19 experience showed how traditional structures can limit portfolio management options. How may Dedicated Managed Accounts make a difference? • Greater visibility into investments  • Flexibility in adjusting positions  • Easier extraction of excess cash through notional funding  • Option for multi-manager structures with cross-margining  • Dynamic capital deployment capabilities This is the final part of our '5 in '25' series exploring key challenges for institutional allocators. Follow Innocap to stay connected with insights shaping today's investment landscape. #InstitutionalAllocators #CapitalEfficiency #DedicatedManagedAccounts 

We're honored to be shortlisted for "Managed Account Platform of the Year" at the 2025 Hedgeweek European Awards. As the world's leading provider of Dedicated Managed Account services, we are transforming how institutional allocators access their alternative investments. This recognition reflects our continued focus on delivering superior solutions that enhance control, transparency, and capital efficiency for our clients. Every vote counts in helping us achieve this recognition. Continue to support innovation in institutional investing and cast your vote in the Hedgeweek European Awards before February 28th: https://lnkd.in/e89_FK-K #InstitutionalAllocators #DedicatedManagedAccounts #HedgeweekAwards

We've reached 10,000 followers - a milestone in our mission to transform how institutional allocators access their alternative investments. As the world's leading Dedicated Managed Account platform, we support over 40 of the most sophisticated allocators globally. With US$83 billion in assets across 350+ DMAs and a team of 450+ fund professionals, we provide allocators with a superior way to structure, access, and monitor their alternative investments. Join us as we transform the future of institutional investing. #InstitutionalAllocators #AssetManagement #DedicatedManagedAccounts

Portable alpha strategies are regaining popularity among institutional allocators. Joshua Kestler and Ben Yaffee explore how today's implementation differs from 2008. The lessons from the Global Financial Crisis highlighted the importance of proper structure and risk management. Traditional commingled funds showed limitations in liquidity, transparency, and portfolio management.  How Dedicated Managed Accounts make the difference? • Control and flexibility for portfolio rebalancing  • Custom terms and liquidity aligned with objectives  • Daily transparency to monitor correlation changes  • Enhanced capital efficiency through notional funding  • Multi-manager diversification in single structures This is part four of our '5 in '25' series exploring key challenges for institutional allocators. Follow Innocap as Josh and Ben continue examining solutions shaping today's investment landscape. #InstitutionalAllocators #CapitalEfficiency #DedicatedManagedAccounts 

This week, Joshua Kestler and Ben Yaffee examine how institutional allocators are addressing this third  challenge: High fees eroding returns for institutional allocators. With some multi-strategy hedge fund managers charging beyond ‘2&20’ to ‘3&30’, plus passing on substantial operational expenses, the impact on alpha is significant. The current rate environment only intensifies this challenge. How are allocators responding?  • Dedicated Managed Accounts enable the creation of custom multi-manager vehicles  • Capital can be managed more effectively through notional funding  • Cross-margining and netting across managers in a single structure  • Easier onboarding, rebalancing and capital deployment This is part 3 of our '5 in '25' series exploring key challenges for institutional allocators. Follow Innocap as Josh and Ben continue examining solutions shaping today's investment landscape. #InstitutionalAllocators #CapitalEfficiency #DedicatedManagedAccounts 

How can a Dedicated Managed Account help institutional allocators achieve greater capital efficiency? Watch as our CEO Francois Rivard explains how a $400M allocation to alternatives can be structured more efficiently, providing allocators with the same investment exposure while freeing up capital for other opportunities. Key takeaway: DMAs offer institutional allocators greater capital efficiency compared to traditional investment vehicles such as commingled funds or funds of one, whilst also being a superior way to structure, access and monitor their alternative investments. Full episode of the Bodhi Research Group podcast is available on Spotify and Apple podcast. #DedicatedManagedAccounts #Transparency #Control #CapitalEfficiency

That's a wrap on Part 1 of our 2025 leadership training in New York! 🗽   Two days packed with learning, team building and connecting with colleagues. The best part? Seeing our leaders from across the globe come together, share insights, and plan for what's next in leading our people through the transformation that's happening in our industry.    At Innocap, we believe great solutions start with great people. Proud to be part of a team that prioritizes continuous learning and development.    Looking forward to Part 2 in Montreal!

This week, Joshua Kestler and Ben Yaffee look at the second challenge allocators are facing this year and how they are responding.  Challenge 2: Strong equity market highs are creating new risk management challenges for institutional allocators.  With many allocators holding significant equity exposure, the impact of potential market drawdowns could be substantial. As seen in 2020, these shifts can challenge investment targets and funding obligations. How can allocators address this?  Use Dedicated Managed Accounts for:  • Control and segregation of assets  • Daily transparency enables better risk management  • Flexible rebalancing allows for dynamic portfolio adjustments  • Customized investment guidelines with daily monitoring Follow Innocap as Josh and Ben continue examining solutions shaping today's investment landscape. #InstitutionalAllocators #CapitalEfficiency #DedicatedManagedAccounts 

This year institutional allocators have a unique opportunity to reset targets and refine strategies in the relentless pursuit of alpha. In their analysis of what lies ahead in 2025, Joshua Kestler and Ben Yaffee have identified five challenges allocators are facing this year. First up: High Rates One major hurdle is the current high-interest rate environment which is creating higher performance hurdle for hedge funds portfolios. With rates unlikely to return to 1% or lower, the pressure is on to deliver alpha that justifies the investment, risk, and fees. For pensions and sovereign wealth funds borrowing from internal treasuries, this isn't just theory - it's a real cost eating into returns. The solution? A Dedicated Managed Account. Why? 1. They use notional funding which can reduce capital requirements 2. Multi-manager structures can unlock additional efficiencies through diversification 3. Operational alpha helps overcome the high-rate hurdle This is the first of five challenges facing institutional allocators in 2025. Follow Innocap to learn more about solutions for today's investment landscape. #InstitutionalAllocators #CapitalEfficiency #DedicatedManagedAccounts

How do emerging manager programs transform financial centers? In her recent article for AIMA Canada Handbook 2024, our Global Head of Sustainability and Impact Solutions Caroline Bergeron explores Quebec's successful emerging manager initiative, which grew from $250M to close to $600M in eight years and is now inspiring other jurisdictions. Swipe through to learn how institutional capital can benefit from emerging talent while creating vibrant financial ecosystems. Do you invest with emerging managers? What value did they bring to your portfolio? #CapitalEfficiency #DedicatedManagedAccounts