Services

Three services, used alone or together.

Every Vireon portfolio is managed on a discretionary basis within a written investment policy. The services determine what the portfolio holds and how quickly it can be sold. They are chosen at stage 02, Structure, and Risk & Governance Oversight is included with all of them.

Discretionary Portfolio Management

Suited to

You want routine investment decisions delegated, and the portfolio needs to stay generally liquid.

What it is: A portfolio of equities, fixed income and cash, managed by Vireon within your written investment policy.
What we decide: Day-to-day allocation and trading, and rebalancing when positions drift outside the agreed limits. You are not asked to approve routine trades. One team is responsible for the portfolio, from the initial agreement through to reporting.

Multi-Asset Strategies

Suited to

The portfolio must balance more than one requirement, such as growth, income and access to cash, and should not depend on a single asset class.

What it is: An allocation spread across several public asset classes, built around your objective and time horizon.
What we decide: How each holding is sized: by the risk it adds to the whole portfolio, within the agreed limits, and by how much access and volatility you can accept. The allocation is considered against several possible market conditions rather than tied to a single forecast.

Private Market Access

Suited to

Your time horizon is long, part of the capital will not be needed for several years, and you accept that those holdings cannot usually be sold quickly.

What it is: Commitments to private funds and other less-liquid investments. The written mandate sets how much may be committed to private markets and on what terms.
What we decide: Which private-market commitments to make, within that authority and those limits, keeping private positions to a size the wider portfolio can carry.

Liquidity and risk

Private investments are less liquid: capital may be committed for several years, lock-up periods may apply and holdings cannot usually be sold quickly. Their value can fall. These risks, and how the investments are structured, are explained before the written mandate is agreed.

A row of white wind turbines on open grassland in southern Alberta under a cloudy sky.

How the services compare

Service	Asset classes	Liquidity of holdings	Account structure	Typically applies when	Risk & Governance Oversight
Discretionary Portfolio Management	Equities, fixed income, cash	Generally liquid; access needs are set in the investment policy	Segregated, client-titled	Routine decisions are delegated on a liquid portfolio	Included
Multi-Asset Strategies	Multiple public asset classes	Public-market holdings, sized to your access needs	Segregated	Several requirements must be balanced across asset classes	Included
Private Market Access	Private funds, alternatives	Less liquid; lock-up periods may apply	Depends on the investment; explained before the written mandate is agreed	Part of the capital can be committed for several years	Included

All three are managed on a discretionary basis within a written investment policy. Each client’s structure is set out in their own written mandate. Investments can fall as well as rise in value.

Included with every service · Stage 04

Risk & Governance Oversight

Oversight applies to every portfolio we manage, whichever services it uses. It holds no investments of its own; it covers every holding.

Portfolios are checked against their agreed limits between reporting dates as well as at them, and you receive regular, readable reports on holdings, activity and exposures. Investment decisions are recorded and can be audited. Oversight checks are carried out separately from day-to-day portfolio decisions.