NCAM: Your outsourced CIO
Beyond traditional asset management.
NCAM is a full-service Asset Management firm with an “investors first” focus. Our business model is to provide multi-asset class solutions to multi-asset class management style to client portfolios to better mitigate risk, reduce volatility, and achieve consistent returns.
Our vision extends beyond the role of traditional investment consulting. We aim to redefine the Canadian financial services landscape by providing our clients with turnkey value optimization services that cover the full investment cycle from sourcing to disposition.
Why Choose NCAM
Investment Strategy
Assessing/creating/implementing client investment strategies that align with the client’s financial goals, risk tolerance, and time horizon.
Risk assessment and reviews
Assessing client risk tolerance and reviewing portfolio risk to ensure the portfolio remains aligned with the client’s risk profile.
Multi-asset class management
Assessing the diversification and rebalancing strategies of client portfolios, including the effective use of alternative investments.
Private debt & real estate transactions
Due Diligence reviews, transaction oversight from negotiation to deal structuring to closing, property/asset management, and asset disposition.
Performance Monitoring
Tracking portfolio performance, implementing efficient reporting, identifying relevant benchmarks, implementing rebalancing strategies.
Manager selection & oversight
Implementation/review of an IPS (Investment Policy Statement) for institutional and charitable organizations.