Asset management · Calgary, Alberta
Vireon Asset Management manages investment portfolios for private clients and institutions. Before any capital is invested, we agree a written mandate with you: the objectives the portfolio serves, the obligations it must meet and when, how much of it must stay accessible, and the limits we invest within.
Each stage ends with a document you can read and question. We do not allocate before the structure is agreed, and we do not structure before we understand your position.
Objectives, obligations and their timing, time horizon, liquidity needs and tolerance for loss.
ProducesA written investment policy
The allocation framework, the services the mandate uses, and the limits and oversight around them.
ProducesA target allocation and agreed mandate
The portfolio is built toward the target allocation at a measured pace, within the mandate.
ProducesA constructed portfolio
Holdings are checked against the mandate’s limits, reported to you, and rebalanced when they move outside them.
ProducesRegular reports and governance records
Services are chosen at the structure stage and can be used alone or combined under one investment policy. They differ in what the portfolio holds and how quickly those holdings can be sold.
We make day-to-day allocation and trading decisions in a portfolio of equities, fixed income and cash, within the limits of your investment policy.
Applies whenYou want routine investment decisions delegated, and the portfolio needs to stay generally liquid.
An allocation across several public asset classes. Each holding is sized by the risk it adds to the whole portfolio and tested against more than one market scenario.
Applies whenThe portfolio has to balance several requirements at once, such as growth, income and access to cash, without depending on one asset class.
Commitments to private funds and other less-liquid investments, within a limit set in the mandate. Vireon selects the commitments.
Applies whenPart of the capital can stay invested for several years, and you accept that those holdings cannot usually be sold quickly.
Included in every mandate: Risk & Governance Oversight. Monitoring against the mandate’s limits, regular reporting and auditable records, carried out separately from day-to-day portfolio decisions.
Compare the services in detail →
We take on a limited number of relationships, so that each portfolio can be reviewed against its own investment policy.
Stage 01 begins with a conversation