Viewpoint
Viewpoint Investment Partners is a private Calgary-based alternative investment manager offering pooled funds (VMA, VEMA, VCOM, VEY) and private wealth solutions to accredited investors, family offices, RIAs, and institutional clients using rules-based, data-science-augmented multi-asset strategies.
- Company typePrivate
- Founded1998
- HeadquartersCalgary, Canada
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Viewpoint does
Viewpoint Investment Partners is a private, Calgary-based alternative investment management firm that builds and distributes pooled funds and private wealth strategies for accredited investors, single and multi-family offices, registered investment advisors, and institutional clients. The firm positions itself as a next-generation manager born from a single-family office, combining investment management with quantitative methods and rules-based portfolio construction, and is led by Chairman Mac Van Wielingen, CIO Scott Smith, and Senior VP Portfolio Manager Amin Haji.
The firm's core offerings are four pooled funds: the Viewpoint Global Multi-Asset Trust (VMA) and Enhanced Global Multi-Asset Trust (VEMA), which apply liquid, actively managed leverage to globally diversified multi-asset portfolios with trend and momentum overlays; the Viewpoint Diversified Commodities Trust (VCOM), which uses scientific diversification across direct commodities to target a more stable return profile; and the Viewpoint Enhanced Global Yield (VEY) strategy, which combines global equities, fixed income, commodities, and FX for enhanced yield. Underlying technology rests on proprietary methodologies including the trademarked "Diversification Premium" framework and a risk-allocation approach that sizes exposures by risk contribution rather than dollar weighting, with trend, momentum, and data-driven overlays used to manage drawdowns.
Revenue is generated through management fees on the pooled funds and private wealth mandates, likely structured as a percentage of AUM with a performance component, though specific fee schedules are not publicly disclosed. Distribution is sales-led and gated through two accredited-investor portals — the Pooled Fund Portal and the Private Wealth Portal — supported by a content engine comprising the monthly Invested newsletter and the Insights research publication. The operating team spans portfolio management, quantitative finance, datalogy, mathematics, and engineering, and the firm is incorporated in Canada as Viewpoint Investment Partners Corporation with no disclosed external institutional capital partners.
Viewpoint firmographics
Firmographics- Name
- Viewpoint
- Legal name
- Viewpoint Investment Partners Corporation
- Website
- https://viewpointgroup.ca
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Viewpoint Investment Partners is a private Calgary-based alternative investment manager offering pooled funds (VMA, VEMA, VCOM, VEY) and private wealth solutions to accredited investors, family offices, RIAs, and institutional clients using rules-based, data-science-augmented multi-asset strategies.
- Ownership category
- akta.pro rank
Viewpoint industry classification
Industry- Product category
- Multi-Asset Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Viewpoint is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Viewpoint business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Investment Management Fees: Management fees charged on pooled funds including Viewpoint Global Multi-Asset Trust (VMA), Viewpoint Enhanced Global Multi-Asset Trust (VEMA), Viewpoint Diversified Commodities Trust (VCOM), and Viewpoint Enhanced Global Yield (VEY). Fees are likely structured as a percentage of assets under management with a performance component.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Pooled Fund Investment |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Viewpoint product offering
Product offeringCore offering
Viewpoint Investment Partners is a private investment management firm that builds and manages alternative multi-asset investment strategies through four pooled funds (VMA, VEMA, VCOM, VEY) and a Private Wealth offering. The firm uses data science-augmented, rules-based portfolio construction with proprietary risk allocation and Diversification Premium methodologies to deliver strategies with low correlation to traditional methods, prudent liquid leverage, and trend/momentum overlays for drawdown protection.
Product overview
Viewpoint offers a suite of four pooled investment funds designed for institutional and accredited investors. The core products include the Global Multi-Asset Trust (VMA) and Enhanced Global Multi-Asset Trust (VEMA), which apply liquid leverage to globally diversified portfolios with trend/momentum overlays; the Diversified Commodities Trust (VCOM) targeting stable commodity returns; and the Enhanced Global Yield (VEY) strategy. All funds leverage data science augmentation and rules-based diversification principles to deliver risk-adjusted returns with low correlation to traditional methods.
Differentiator
Problem solved
Functional benefit
Brands
- Viewpoint Global Multi-Asset Trust (VMA): Global Multi-Asset Trust (VMA) - Prudently applies liquid, actively managed leverage to globally diversified, multi-asset portfolio. Uses trend and momentum overlays to protect against capital drawdowns.
- Viewpoint Enhanced Global Multi-Asset Trust (VEMA)
- Viewpoint Diversified Commodities Trust (VCOM)
- Viewpoint Enhanced Global Yield (VEY)
Products and services
- Viewpoint Global Multi-Asset Trust (VMA) A globally diversified multi-asset pooled fund that prudently applies liquid, actively managed leverage and uses trend and momentum overlays to protect against capital drawdowns. Designed for accredited investors, family offices, investment advisors, and institutional investors.
- Viewpoint Enhanced Global Multi-Asset Trust (VEMA) An enhanced globally diversified multi-asset pooled fund that prudently applies liquid, actively managed leverage with a returns focus. Designed for accredited investors, family offices, investment advisors, and institutional investors seeking risk-adjusted return potential.
- Viewpoint Diversified Commodities Trust (VCOM) A scientifically diversified portfolio of direct commodities designed to target a more stable return profile than comparable commodity strategies. Designed for accredited investors, family offices, investment advisors, and institutional investors.
- Viewpoint Enhanced Global Yield (VEY) An investment strategy focused on enhanced global yield, combining investments across equities, fixed income, commodities, and FX to adapt to changing market conditions. Designed for accredited investors, family offices, investment advisors, and institutional investors.
- Viewpoint Private Wealth A private wealth offering for high-net-worth individuals and family offices providing personalized investment solutions and access to the firm's alternative investment strategies. Delivered through a dedicated Private Wealth Portal.
Companies that use Viewpoint
Customer profileSegments4 records
Ideal customer profiles4 records
Viewpoint technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Viewpoint partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights5 records
Viewpoint competitors and assessment
Company assessmentDirect peers
- AQR Capital Management: Global multi-asset quantitative manager offering alternatives, multi-asset, and risk-parity strategies. Closest large-scale analogue to Viewpoint's risk-allocation, data-science-driven approach and diversification-premium philosophy.
- GMO: Boston-based multi-asset asset manager with strong quantitative asset allocation and risk-balanced products. Comparable to Viewpoint's multi-asset trust offerings and risk-allocation philosophy.
- Newton Investment Management: Multi-asset manager (BNY Mellon subsidiary) offering global multi-asset strategies with active risk allocation across equities, fixed income, commodities, and FX. Comparable multi-asset sleeve and institutional distribution model.
- Man Group: London-listed multi-asset alternatives manager combining systematic and discretionary strategies, including trend-following and multi-asset sleeves. Directly comparable product mix to VMA/VEMA/VCOM.
- Auspice Capital Advisors: Calgary-based quantitative commodities manager offering rules-based and trend-following strategies. Directly comparable to Viewpoint's VCOM strategy and shares Canadian origin, quant methodology, and multi-asset orientation.
Broad incumbents
- Bridgewater Associates: World's largest hedge fund and creator of risk parity / All Weather. Sets the reference point for the risk-allocation narrative that Viewpoint uses, and is a key competitor for institutional mandates.
- CI Global Asset Management: One of Canada's largest asset managers offering multi-asset and alternative funds. Competes directly for Canadian accredited investor and RIA flow and sets the benchmark for Canadian alternatives distribution scale.
- BlackRock (Multi-Asset & Alternatives): Largest global asset manager with broad multi-asset and alternatives suites including risk parity and trend-aware strategies. Competes for the same institutional and RIA mandates as Viewpoint.
Regional players
- Picton Mahoney Asset Management: Toronto-based alternatives manager offering multi-asset and arbitrage strategies to Canadian retail advisors and institutions. Comparable as Canadian alternatives peer with similar advisor-channel distribution.
- Ninepoint Partners: Toronto-based alternative asset manager offering multi-asset and alternative income strategies to Canadian investors. Comparable as a domestic Canadian competitor targeting similar accredited investor and RIA channels.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Viewpoint social profiles
Digital presenceViewpoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
Viewpoint leadership team
Management profileNumber of profiles
Profiles3 records
Viewpoint funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Viewpoint M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Viewpoint
What does Viewpoint do?
Viewpoint Investment Partners is a private investment management firm that builds and manages alternative multi-asset investment strategies through four pooled funds (VMA, VEMA, VCOM, VEY) and a Private Wealth offering. The firm uses data science-augmented, rules-based portfolio construction with proprietary risk allocation and Diversification Premium methodologies to deliver strategies with low correlation to traditional methods, prudent liquid leverage, and trend/momentum overlays for drawdown protection.
Is Viewpoint a public or private company?
Viewpoint is a private company. It is classified as family owned and is currently operating.
When was Viewpoint founded?
Viewpoint was founded in 1998. It employs 11 to 50 people.
Where is Viewpoint based?
Viewpoint is headquartered in Calgary, Canada, in the North America region.
How does Viewpoint make money?
One revenue line is on record: investment Management Fees.
Who are Viewpoint's main competitors?
Direct peers on record are AQR Capital Management, GMO, Newton Investment Management, Man Group and Auspice Capital Advisors. Broad incumbents are Bridgewater Associates, CI Global Asset Management and BlackRock (Multi-Asset & Alternatives). Regional players are Picton Mahoney Asset Management and Ninepoint Partners.
Does Viewpoint have an API?
No public API is recorded for Viewpoint.
What industry is Viewpoint in?
Viewpoint's product category is Multi-Asset Investment Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.